Connect Zoho FSM to Dex

Both apps 42Zoho FSM 16Dex 26

• 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 Group

  Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.

• Action
  Create Note

  Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.

• Action
  Create Tag

  Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.

• Action
  Delete company

  Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.

• Action
  Delete Contact

  Permanently deletes a contact from Dex.

• Action
  Delete note

  Deletes a note from your Dex timeline.

• Action
  Delete reminder

  Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.

• Action
  Delete tag

  Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.

• Action
  Find Contact

  Finds contacts whose full name matches the text you enter and returns the matching contacts.

• Action
  Find Group

  Finds groups in Dex whose name matches the search text.

• Action
  Find notes by keyword

  Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.

• Action
  Find Tag

  Finds tags in Dex whose names match the search text and returns them, with the first match separately.

• Action
  Get company

  Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.

• Action
  Get contact

  Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.

• Action
  Get note

  Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.

• Action
  Get reminder

  Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.

• Action
  Get tag

  Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.

• Action
  List companies

  Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.

• Action
  List contacts

  Returns the contacts in your Personal Dex or in a chosen workspace.

• Action
  List groups

  Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.

• Action
  List reminders

  Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.

• Action
  List tags

  Returns all tags in your Dex account, optionally with how many contacts carry each tag.

• Action
  Tag Contact

  Assigns an existing tag to a contact in Dex.

• Action
  Update note

  Updates an existing Dex note. Only the fields you fill in are changed.

• Action
  Update reminder

  Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.

• Action
  Update tag

  Renames an existing tag in Dex.

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