Connect Zoho FSM to Carbone.io

Both apps 26Zoho FSM 16Carbone.io 10

• 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
  Convert HTML to PDF

  Converts an HTML document to PDF using the Chromium rendering engine for high-fidelity output.

• Action
  Convert Office to PDF

  Converts an Office document (DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG) to PDF.

• Action
  Delete a Template

  Deletes a template from your Carbone storage.

• Action
  Download a Document

  Downloads a generated document using a Render ID. Documents are single-use and available for 1 hour.

• Action
  Download a Template

  Downloads a template file from your Carbone storage.

• Action
  Generate a Document

  Generates a document by merging a Carbone template with your data. The data must be provided as a JSON object.

• Action
  Get Status

  Returns the current Carbone Cloud API status and version.

• Action
  List Templates

  Lists templates in the Carbone account with their metadata (id, versionId, name, comment, category, tags, deployedAt, expireAt), optionally filtered by template id, category or search text.

• Action
  Update a Template

  Updates the metadata of an existing template (name, comment, category, tags, deployed version, expiry).

• Action
  Upload a Template

  Uploads a new template file to Carbone storage.

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