Connect Zoho FSM to Docupanda

Both apps 30Zoho FSM 16Docupanda 14

• 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 class

  Adds a new document class, with a name and description, to your classification taxonomy.

• Action
  Add document

  Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.

• Action
  Add schema

  Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.

• Action
  Classify documents

  Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.

• Action
  Delete document

  Deletes a document previously submitted to DocuPanda for processing.

• Action
  Find documents

  Finds documents whose filename or document ID matches the search text, optionally within one dataset.

• Action
  Get document

  Returns a processed document, including its processing status, extracted text, pages and metadata.

• Action
  Get job

  Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.

• Action
  Get schema

  Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.

• Action
  Get standardization

  Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.

• Action
  List classes

  Returns every document class defined in your DocuPipe classification taxonomy.

• Action
  List documents

  Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.

• Action
  List schemas

  Returns the extraction schemas in your DocuPanda account.

• Action
  Standardize documents

  Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.

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