Connect Timely Time Tracking and Zoho FSM

Both apps 43Timely Time Tracking 27Zoho FSM 16

• Trigger
  New Client

  Triggered when a new client is created

• Trigger
  New or Updated Person

  Triggered when a person is created or updated in Timely

• Trigger
  New or Updated Project

  Triggers when a project is created or updated.

• Trigger
  New or Updated Time Entry

  Triggers when time entries are created or updated.

• Trigger
  New Project

  Triggered when a new project is created

• Trigger
  New Time Entry

  Triggered when a new time entry is created

• Trigger
  New Workspace

  Triggers when a workspace is created.

• Trigger
  Project Updated (Only Admin Users)

  Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e. g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop.

• Action
  Add tag

  Create a tag.

• Action
  Create Client

  Creates a Client

• Action
  Create Person

  Creates a new person in the workspace.

• Action
  Create Project

  Creates a project.

• Action
  Create Task

  Creates a task.

• Action
  Delete project

  Delete a project.

• Action
  Delete time entry

  Delete a time entry.

• Action
  Find Client

  Returns the clients in a Timely workspace whose name matches the given text.

• Action
  Find Project

  Returns the projects whose name contains the specified text.

• Action
  Find Tag List and Tag

  Finds a tag list and a specific tag if specified.

• Action
  Find time entries by criteria

  Search time entries by date range, user, project.

• Action
  Find User

  Finds a User

• Action
  Get Task

  Retrieves a single task (forecast) by its id.

• Action
  Log Time Entry

  Logs a new time entry against a project.

• Action
  Start timer

  Start the timer on a time entry.

• Action
  Stop timer

  Stop the running timer on a time entry.

• Action
  Update client

  Update a client.

• Action
  Update Project Name

  Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite).

• Action
  Update time entry

  Update a logged time entry.

• 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.