Connect QuickBase and Zoho FSM

Both apps 39QuickBase 23Zoho FSM 16

• Trigger
  New or updated record

  Polling trigger. Fires for each record added or modified in the specified Quickbase table, ordered by Date Modified. Records are deduped by their Record ID# (field 3).

• Trigger
  New record

  Polling trigger. Fires for each new record added to the specified Quickbase table, ordered by Record ID#. Records are deduped by their Record ID# (field 3).

• Action
  Add app

  Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.

• Action
  Add field

  Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.

• Action
  Add table

  Create a new table in a QuickBase app.

• Action
  Delete app

  Delete a QuickBase app by id.

• Action
  Delete field

  Delete one or more QuickBase fields from a table.

• Action
  Delete records

  Delete records from a Quickbase table that match a query (Quickbase query language in the where clause).

• Action
  Delete table

  Deletes a table from a Quickbase app, including all of the data within it.

• Action
  Get app

  Get the properties of a Quickbase application by its app ID.

• Action
  Get field

  Get a single QuickBase field by id.

• Action
  Get report

  Get metadata for a single QuickBase report.

• Action
  Get table

  Get the properties of a single Quickbase table by table ID and app ID.

• Action
  Get table fields

  List all fields (columns) for a Quickbase table, including field IDs, labels, and types.

• Action
  Get tables for app

  List all tables belonging to a Quickbase application.

• Action
  Insert or update records

  Insert new records or update existing ones in a Quickbase table. Pass data as an array of record objects keyed by field ID. Include the table's key field (or record ID field 3) to update; omit to insert.

• Action
  List reports

  Lists all reports defined on a Quickbase table.

• Action
  Query records

  Query records from a Quickbase table. Optionally pass select (array of field IDs), where (Quickbase query language), sortBy, groupBy, and options (skip/top).

• Action
  Run formula

  Runs a Quickbase formula against a table (and optionally a record) and returns the result as text.

• Action
  Run report

  Run a Quickbase report by report ID and table ID and return its result rows.

• Action
  Update app

  Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.

• Action
  Update field

  Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.

• Action
  Update table

  Update an existing QuickBase table's properties.

• 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.