Connect Zoho FSM to Bloom Growth

Both apps 38Zoho FSM 16Bloom Growth 22

• 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.

• Action
  Add Goal

  Creates a new goal (Rock) in Bloom Growth, optionally assigned to an accountable user.

• Action
  Add Meeting

  Create a new L10 meeting.

• Action
  Add Metric

  Creates a new metric (measurable) on the Bloom Growth scorecard.

• Action
  Create a Personal To-Do

  Creates a Personal To-do

• Action
  Create Headline

  Creates a headline in a Bloom Growth Level 10 meeting.

• Action
  Create Issue

  Creates an issue on a Bloom Growth meeting's issues list.

• Action
  Create Meeting To-Do

  Create a to-do for a meeting

• Action
  Get Current Week

  Returns the current week in Bloom Growth, including its week id and dates. Useful for updating a metric's score for this week.

• Action
  Get Goal

  Retrieve a single goal (rock) by ID.

• Action
  Get Headline

  Retrieves a single headline by its ID.

• Action
  Get Issue

  Retrieves a single issue by its id.

• Action
  Get Metric

  Retrieve a single metric (measurable) by ID.

• Action
  Get To-Do

  Retrieve a single to-do by ID.

• Action
  List Goals

  Lists the goals (Rocks) owned by a user in Bloom Growth — the connected user by default, or the user you name.

• Action
  List Meetings

  Lists the Level 10 meetings of the connected user, or of a chosen user.

• Action
  List Metrics

  Lists the metrics (Measurables) owned by a Bloom Growth user, or by the connected user when no user is given.

• Action
  List To-Dos

  Lists the to-dos of the connected user, or of a specific user when a user id is given.

• Action
  Update Current Metric

  Sets a metric's score for the current week in Bloom Growth.

• Action
  Update Goal

  Updates a goal's data

• Action
  Update Metric

  Updates a metric (measurable) in Bloom Growth: its name, goal direction, target, unit type and alternate target.

• Action
  Update To-Do

  Updates the title and/or due date of an existing Bloom Growth to-do.

• Action
  Update To-Do Completion

  Updates a to-do's completion status

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.