Connect Zoho FSM to Docusnap365

Both apps 23Zoho FSM 16Docusnap365 7

• 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 several assets

  Creates or updates up to 100 Docusnap365 assets in one call; assets already known by their identity are updated.

• Action
  Create Inventory

  Creates an asset in the Docusnap365 inventory, or updates it if Docusnap365 already knows it by its identity.

• Action
  Find assets by criteria

  Returns the Docusnap365 assets that match the filter criteria you give, with optional field selection, sorting and extra details.

• Action
  Get Account Details

  Returns the details of one account asset in Docusnap365, including its core, type, ITAM and ISMS data.

• Action
  Get Accounts

  Returns the user accounts documented in Docusnap365, including Active Directory, Entra ID and manually created users.

• Action
  Get Hardware

  Returns the hardware and other active assets in your Docusnap365 inventory, optionally narrowed by search terms.

• Action
  Get Systems

  Returns the systems and other assets in your Docusnap365 inventory, optionally narrowed by a search expression, up to 50 per page.

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