Connect Redbooth and Zoho FSM

Both apps 40Redbooth 24Zoho FSM 16

• Trigger
  New comment

  Triggered when a new comment is added to a task or conversation.

• Trigger
  New List

  Fires once for each new task list the connected user can access, newest first.

• Trigger
  New project

  Triggered when a new project is created

• Trigger
  New Task

  Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee.

• Trigger
  New Workspace

  Triggered when a new workspace (organization) is created.

• Action
  Add conversation

  Create a new conversation.

• Action
  Add note

  Creates a new note in a Redbooth project.

• Action
  Add project

  Creates a new project in a Redbooth organization.

• Action
  Add tag

  Create a new tag.

• Action
  Create Comment

  Creates a new comment.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Task

  Creates a new task.

• Action
  Create Task List

  Creates a new task list.

• Action
  Create Workspace

  Creates a new Redbooth workspace (organization).

• Action
  Delete task

  Deletes a Redbooth task by its id.

• Action
  Find projects by criteria

  Returns up to 1000 projects that match the specified organization, member user and archived criteria.

• Action
  Find Record

  Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words.

• Action
  Find Task

  Returns tasks whose text matches the search, optionally limited to one project.

• Action
  Get Note

  Returns one note with its title, content and project.

• Action
  Get Tag

  Returns one tag with its name, color and organization.

• Action
  Get task

  Retrieve a single Redbooth task by its id.

• Action
  Get Task List

  Returns one task list with its name, project and archived state.

• Action
  Update project

  Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings.

• Action
  Update task

  Updates an existing task by ID

• 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.