Connect Shade and Zoho FSM

Both apps 30Shade 14Zoho FSM 16

• Trigger
  Asset Updated

  Triggers when an asset in the Shade drive and folder you select is added or changed.

• Trigger
  New Asset

  Triggers when a new asset appears in the Shade drive and folder you select.

• Trigger
  New Collection

  Triggers when a new collection is created in the Shade drive you select.

• Trigger
  New Drive

  Triggers when a new drive is created in the Shade workspace you select.

• Trigger
  New Public Share Link

  Triggers when a new public share link is created in the Shade drive you select.

• Trigger
  New Transcription

  Triggers when an asset in the Shade drive and folder you select finishes transcription.

• Trigger
  Public Share Link Updated

  Triggers when a public share link in the Shade drive you select is created or changed.

• Action
  Copy a File

  Copies a file or folder to another location within the same Shade drive.

• Action
  Create Folder

  Creates a folder at the path you supply in a Shade drive.

• Action
  Find an Asset

  Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters.

• Action
  Get Public Links for a File or Folder

  Returns the public share links that exist for a file or folder in a Shade drive.

• Action
  Search Asset Chunks

  Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type.

• Action
  Search for an Asset by Description

  Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index.

• Action
  Share File or Folder

  Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation.

• 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.