Connect Zoho FSM to DocsBot AI

Both apps 29Zoho FSM 16DocsBot AI 13

• 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 bot

  Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.

• Action
  Add lead

  Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.

• Action
  Add source

  Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.

• Action
  Ask Question (Legacy)

  Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.

• Action
  Chat Agent Message (Recommended)

  Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.

• Action
  Create Web Source

  Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.

• Action
  Delete bot

  Permanently deletes a bot from a DocsBot team.

• Action
  Delete lead

  Deletes one captured lead record from a DocsBot bot.

• Action
  Delete source

  Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.

• Action
  Get bot

  Returns one DocsBot bot with its settings, model, status and source counts.

• Action
  List bots

  Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.

• Action
  Semantic Search

  Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.

• Action
  Update bot

  Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.

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