Connect Zoho FSM to Missive

Both apps 27Zoho FSM 16Missive 11

• 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 shared label

  Creates a shared label in a Missive organization, optionally nested under a parent label and shared with the organization, a team or specific users.

• Action
  Create Draft

  Creates an email, SMS, WhatsApp, Live Chat or custom-channel draft in Missive, in a new conversation or as a reply to an existing one. The draft can be left for editing, sent immediately, or scheduled for later.

• Action
  Create Post

  Creates a post in a new or existing Missive conversation, optionally closing, reopening, assigning, labelling or moving that conversation at the same time.

• Action
  Create Task

  Creates a task in Missive — a standalone task assigned to a team or users, or a subtask inside a conversation.

• Action
  Get conversation

  Returns a single Missive conversation, including its subject, assignees, users, shared labels, team and message counts.

• Action
  Get task

  Returns a single Missive task by its id, including its title, description, state, due date, assignees and team.

• Action
  List conversations

  Returns the conversations in a Missive mailbox, shared label or team inbox, newest activity first, optionally narrowed to one contact email, domain or contact organization.

• Action
  List users

  Returns the users in the Missive organizations you belong to, optionally limited to one organization.

• Action
  Merge conversations

  Merges one conversation into another. The source conversation's messages, comments and other entries join the target conversation; this cannot be undone.

• Action
  Update conversation

  Updates a conversation without adding a post: rename it, recolor it, close or reopen it, move it to an inbox or team, assign users, or add and remove shared labels.

• Action
  Update Task

  Updates an existing Missive task's title, description, state, assignees, team or due date. Fields left blank are not changed.

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