--- title: "Connect Zoho FSM to Clicksign - APIANT.ai" description: "When \"New Module Entry\" fires in Zoho FSM, your agent runs \"Notifications Email\" in Clicksign." canonical: "https://apiant.ai/connect/zoho-fsm-to-clicksign" --- # Connect Zoho FSM to Clicksign When **New Module Entry** fires in [Zoho FSM](https://apiant.ai/connections/zoho-fsm), your agent runs **Notifications Email** in [Clicksign](https://apiant.ai/connections/clicksign). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho FSM **3** triggers Zoho FSM **13** actions Clicksign **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zoho FSM and Clicksign to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Zoho FSM can start in Clicksign - When **New Module Entry** in Zoho FSM then **Notifications Email** in Clicksign - When **New/Updated Module Entry** in Zoho FSM then **View Document** in Clicksign Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Zoho FSM and Clicksign ## Triggers and actions 3 triggers · 24 actions - 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. ## Each app on its own - [ **Zoho FSM** Zoho FSM helps you manage work orders, streamline operations and run your field service business efficiently.](https://apiant.ai/connections/zoho-fsm) - [ **Clicksign** Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity...](https://apiant.ai/connections/clicksign) Reviews ## What our customers say ## More from Zoho FSM - [ **Zoho FSM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-fsm-to-zoom) - [ **Zoho FSM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-fsm-to-linkedin) - [ **Zoho FSM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-fsm-to-facebook) - [ **Zoho FSM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-fsm-to-anthropic) - [ **Zoho FSM to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-fsm-to-supabase) - [ **Zoho FSM to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-fsm-to-elevenlabs) ## More into Clicksign - [ **HubSpot to Clicksign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clicksign) - [ **Salesforce to Clicksign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clicksign) - [ **Slack to Clicksign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clicksign) - [ **Google Sheets to Clicksign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-clicksign) - [ **Gmail to Clicksign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clicksign) - [ **Google Calendar to Clicksign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clicksign) Questions ## Zoho FSM and Clicksign, answered ### ### What can start an automation from Zoho FSM? Any of Zoho FSM's 3 triggers in the catalog, including New Module Entry, New/Updated Module Entry and Updated Module Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clicksign when something happens in Zoho FSM? Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clicksign to Zoho FSM? Clicksign has no triggers in the catalog today, so automations start in Zoho FSM. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it. ### ### Do I have to build a connector for Zoho FSM or Clicksign? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Zoho FSM and Clicksign without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.