Connect Partnero and Zoho FSM

Both apps 36Partnero 20Zoho FSM 16

• Trigger
  Customer Created

  Triggers when a new customer is created in Partnero.

• Trigger
  Customer Deleted

  Triggers when a customer is deleted in Partnero.

• Trigger
  Customer Updated

  Triggers when a customer is updated in your Partnero program.

• Trigger
  Partner Created

  Triggers when a new partner is created in your Partnero program.

• Trigger
  Partner Deleted

  Triggers when a partner is deleted from your Partnero program.

• Trigger
  Partner Updated

  Triggers when a partner is updated in your Partnero program.

• Trigger
  Transaction Created

  Triggers when a new transaction is recorded in your Partnero program.

• Trigger
  Transaction Deleted

  Triggers when a transaction is deleted (refunded) in Partnero.

• Action
  Archive Partner

  Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later.

• Action
  Create a New Customer

  Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking.

• Action
  Create a New Partner

  Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link.

• Action
  Create a New Transaction

  Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call.

• Action
  Delete Existing Customer

  Deletes an existing customer from your Partnero program by their customer key.

• Action
  Delete Existing Partner

  Deletes an existing partner from your Partnero program.

• Action
  Delete Existing Transaction

  Deletes an existing transaction in your Partnero program by its key.

• Action
  Find Partner

  Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links.

• Action
  Get Transaction

  Returns a single transaction by its key.

• Action
  Restore Partner

  Restores a previously archived partner and reactivates their portal access.

• Action
  Update Existing Customer

  Updates an existing customer's name, email, key or tags in your Partnero program.

• Action
  Update Existing Partner

  Updates an existing partner's name, email, password, referral key or tags in your Partnero program.

• Trigger
  New Module Entry

  Triggers when a new record is created in the chosen Zoho FSM module, such as a work order, request or contact.

• Trigger
  New/Updated Module Entry

  Triggers when a record in the chosen Zoho FSM module is created or updated.

• Trigger
  Updated Module Entry

  Triggers when an existing record in the chosen Zoho FSM module is changed.

• Action
  Add asset

  Creates a new asset in Zoho FSM, optionally linked to a part, contact and company.

• Action
  Add company

  Creates a new company record in Zoho FSM.

• Action
  Add contact

  Creates a new contact in Zoho FSM and returns its id.

• Action
  Add estimate

  Creates a new estimate in Zoho FSM for a contact and company, with optional service and part line items.

• Action
  Add note

  Adds a note to a request, estimate, work order, service appointment, contact or asset record.

• Action
  Add request

  Creates a new service request in Zoho FSM for a contact or company.

• Action
  Add service appointment

  Creates a service appointment for line items of an existing work order in Zoho FSM, scheduled for the given start and end time.

• Action
  Add work order

  Creates a new work order in Zoho FSM with its service line items, customer and addresses.

• Action
  Create Module Entry

  Creates a new record in any Zoho FSM module (Companies, Contacts, Assets, Requests, Work Orders and more) from the field values you supply.

• Action
  Find Module Entry

  Finds records in a Zoho FSM module (such as Contacts, Companies or Work Orders) whose chosen field matches a search value.

• Action
  Get Related Records

  Returns the records related to a Zoho FSM record, such as the notes, work orders or service appointments linked to a contact.

• Action
  Update Module Entry

  Updates an existing record in a Zoho FSM module, such as a company, contact, asset, request or work order, with the field values you supply.

• Action
  Update work order

  Updates an existing work order in Zoho FSM, such as its summary, contact, company, addresses or service line items.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.