Connect Zengine and Zoho FSM

Both apps 31Zengine 15Zoho FSM 16

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Task

  Triggers when a new task is added.

• Trigger
  Updated Record

  Triggers when any record is updated in a form of your choice.

• Action
  Add Comment

  Adds a comment to a record or workspace.

• Action
  Add Form Record

  Adds a record to a form.

• Action
  Add record

  Create a record in a form.

• Action
  Create Event

  Creates a calendar event in a Zengine workspace.

• Action
  Create Task

  Creates a task in a Zengine workspace.

• Action
  Delete Record

  Deletes a record.

• Action
  Find Record

  Returns the records in a form that match the specified name, folder, creator, completion state or dates.

• Action
  Get Event

  Returns one calendar event by id.

• Action
  Get record

  Retrieve one record by id.

• Action
  Get Task

  Returns one task by id.

• Action
  Update Record

  Updates a record.

• Action
  Upload File to Field

  Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

• 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.