Connect Returnless and Zoho FSM

Both apps 34Returnless 18Zoho FSM 16

• Trigger
  Request Created

  Triggers when a customer creates a new return request that needs approval.

• Trigger
  Return Created

  Triggers when a new return is created, including a request once it is approved.

• Action
  Add note

  Adds an internal note to a return or return request.

• Action
  Add Request

  Creates a return request in Returnless for items from an existing sales order.

• Action
  Approve a Request

  Approves a return request in Returnless so the customer can send the items back.

• Action
  Approve a Request Without Shipment

  Approves a pending return request without a return shipment, so the customer keeps the items.

• Action
  Find customers

  Returns the customers in your Returnless account that match an email address.

• Action
  Find products

  Returns the products in your Returnless account that match a SKU.

• Action
  Find Requests

  Finds a Request in your Returnless account.

• Action
  Find Returns

  Finds returns (return orders) in Returnless by return number.

• Action
  Find sales orders

  Finds sales orders in Returnless by order number.

• Action
  Get customer

  Returns a single Returnless customer by its id.

• Action
  Get Request (By Request ID)

  Returns a single return request (return order) from Returnless by its ID.

• Action
  Get Return (By Return ID)

  Returns a single return in Returnless, with all of its details, by its return ID.

• Action
  Get sales order

  Returns a single sales order by its ID, including its customer, address and order details.

• Action
  List return reasons

  Returns the return reasons configured in your Returnless account.

• Action
  Reject Request

  Rejects a pending return request in Returnless.

• Action
  Update return

  Changes the status of a return, such as Checked, Approved or Resolved.

• 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.