Connect Snitcher and Zoho FSM

Both apps 29Snitcher 13Zoho FSM 16

• Trigger
  New Organisation

  Triggered when a new company is identified visiting your website in the selected Snitcher workspace.

• Trigger
  Organisation Enters Segment

  Triggered when a company first appears in the selected Snitcher segment.

• Action
  Create Custom Field

  Creates a new custom field definition on organisations in a Snitcher workspace.

• Action
  Create Tag

  Creates a new tag in a Snitcher workspace so it can be applied to organisations.

• Action
  Find Contacts

  Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.

• Action
  Find Organisation

  Looks up an organisation in a Snitcher workspace by company name and returns the first match.

• Action
  Get User Profile

  Returns the name, email and id of the Snitcher user the connection belongs to.

• Action
  List Custom Fields

  Returns all custom field definitions set up on organisations in a Snitcher workspace.

• Action
  List Segments

  Returns all segments defined in a Snitcher workspace.

• Action
  List Sessions

  Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.

• Action
  List Workspaces

  Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.

• Action
  Reveal Contact Email

  Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.

• Action
  Search Organisations

  Searches the organisations in a Snitcher workspace using advanced field filters.

• 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.

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