Connect Zoho FSM to Clicksign

Both apps 27Zoho FSM 16Clicksign 11

• 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
  Create Signer

  Creates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents.

• Action
  Delete Document

  Deletes a draft document from a Clicksign envelope.

• Action
  Delete Signer

  Deletes a signer from an envelope, as long as the signer has not started signing.

• Action
  List Documents

  Returns the documents in a Clicksign envelope, with each document's status, file name and download link.

• Action
  List Templates

  Returns the document templates (modelos) in your Clicksign account.

• Action
  Notifications Email

  Sends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified.

• Action
  Notifications SMS

  Re-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message.

• Action
  Notifications WhatsApp

  Sends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified.

• Action
  Remove Signer From Document

  Removes a signer who has not yet started signing from a Clicksign envelope.

• Action
  View Document

  Returns the current details and status of a document inside a Clicksign envelope.

• Action
  View Signer

  Returns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences.

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