--- title: "Connect Relatel and Zoho FSM - APIANT.ai" description: "When \"New Call\" fires in Relatel, your agent runs \"Add contact\" in Zoho FSM, or \"New Module Entry\" in Zoho FSM to \"Add contact\" in Relatel." canonical: "https://apiant.ai/connect/relatel-to-zoho-fsm" --- # Connect Relatel and Zoho FSM When **New Call** fires in [Relatel](https://apiant.ai/connections/relatel), your agent runs **Add contact** in [Zoho FSM](https://apiant.ai/connections/zoho-fsm), or **New Module Entry** in Zoho FSM to **Add contact** in Relatel. Describe the whole flow and it is built, tested on every scenario and kept running. Relatel **4** triggers Relatel **19** actions Zoho FSM **3** triggers Zoho FSM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Relatel and Zoho FSM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Relatel and Zoho FSM can do together ### From Relatel to Zoho FSM - When **New Call** in Relatel then **Add contact** in Zoho FSM - When **New message** in Relatel then **Add work order** in Zoho FSM ### From Zoho FSM to Relatel - When **New Module Entry** in Zoho FSM then **Add contact** in Relatel - When **New/Updated Module Entry** in Zoho FSM then **Update contact** in Relatel Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Relatel and Zoho FSM ## Triggers and actions 7 triggers · 32 actions - Trigger **New Call** Triggers when a new call is made or received in Relatel. - Trigger **New message** Triggered when a new message is sent or received in Relatel. - Trigger **New Smiley** Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel. - Trigger **New voicemail** Triggers when a new voicemail is left for an employee or reception. - Action **Add comment** Adds a comment to a contact in Relatel, optionally notifying a colleague. - Action **Add contact** Adds a new contact to your Relatel company and returns the new contact's id. - Action **Cloak Reception** Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls. - Action **Delete contact** Deletes a contact from your Relatel organization and returns Relatel's confirmation message. - Action **Dial call** Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number. - Action **Do Not Disturb** Turns Do Not Disturb on or off for the connected employee and returns the updated employee. - Action **Find contact by phone number** Finds a Relatel contact by its phone number and returns the contact's details. - Action **Get contact** Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID. - Action **Get employee** Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status. - Action **Join a Group** Adds the authenticated employee to an employee group and returns the group's details after joining. - Action **Leave a Group** Removes the authenticated employee from the chosen employee group and returns the group's details. - Action **List calls** Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call. - Action **List contacts** Returns the contacts in your Relatel account, optionally only those with a given phone number. - Action **List employee groups** Returns all employee groups in your Relatel account, with each group's name, presence status and member employees. - Action **List employees** Returns all employees in your Relatel company, including their phone numbers, presence and group memberships. - Action **List receptions** Returns all receptions (phone lines/queues) in the Relatel account. - Action **List voicemails** Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails. - Action **Send SMS** Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions. - Action **Update contact** Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact. - 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. ## Each app on its own - [ **Relatel** Create interesting integrations by using your Relatel events for actions.](https://apiant.ai/connections/relatel) - [ **Zoho FSM** Zoho FSM helps you manage work orders, streamline operations and run your field service business efficiently.](https://apiant.ai/connections/zoho-fsm) Reviews ## What our customers say ## More from Relatel - [ **Relatel to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/relatel-to-salesforce) - [ **Relatel to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/relatel-to-slack) - [ **Relatel to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/relatel-to-stripe) - [ **Relatel to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/relatel-to-shopify) - [ **Relatel to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/relatel-to-trello) - [ **Relatel to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/relatel-to-zoom) ## More into Zoho FSM - [ **HubSpot to Zoho FSM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-fsm) - [ **Salesforce to Zoho FSM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-fsm) - [ **Slack to Zoho FSM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-fsm) - [ **Google Sheets to Zoho FSM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-fsm) - [ **Gmail to Zoho FSM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-fsm) - [ **Google Calendar to Zoho FSM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-fsm) Questions ## Relatel and Zoho FSM, answered ### ### What can start an automation from Relatel? Any of Relatel's 4 triggers in the catalog, including New Call, New message, New Smiley and New voicemail. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho FSM when something happens in Relatel? Any of Zoho FSM's 13 actions, including Create Module Entry, Update Module Entry, Update work order and Add asset. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho FSM to Relatel? Yes. When something happens in Zoho FSM, your agent can act in Relatel too. This page covers both directions: Zoho FSM's triggers and Relatel's actions are listed here as well. ### ### Do I have to build a connector for Relatel or Zoho FSM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Relatel and Zoho FSM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.