Connect Zoho FSM to Plentyone

Both apps 36Zoho FSM 16Plentyone 20

• 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 contact

  Creates a new contact (a person) in the plentyONE CRM.

• Action
  Add item

  Creates an item in plentyONE together with its main variation, linked to a category and a unit.

• Action
  Add order

  Creates an order (sales order, return, offer and other order types) in plentyONE with its items, addresses and contact relations.

• Action
  Add payment

  Creates a payment in plentyONE, for example an incoming payment received through a payment method.

• Action
  Add variation

  Creates a new variation of an existing item, optionally defined by attribute values and made visible in a store client.

• Action
  Find items by criteria

  Finds items updated on or after a given time, optionally including their variations.

• Action
  Find orders by criteria

  Finds orders matching criteria such as order type, status, creation or update date, referrer, item or variation.

• Action
  Get contact

  Returns a single contact (person) from the plentyONE CRM by its id.

• Action
  Get item

  Returns a single plentyONE item, including its global settings, free fields and main variation id.

• Action
  Get order

  Returns a single order by its id, including its amounts, properties, addresses and order items.

• Action
  Get payment

  Returns a single payment by its id, including amount, currency, payment method, status and properties.

• Action
  List categories

  Returns the categories set up in PlentyONE, optionally only those of one type such as item categories.

• Action
  List contacts

  Returns the contacts (people) saved in your PlentyONE system, with their contact options and linked accounts.

• Action
  List stock

  Returns the stock levels of variations across all warehouses.

• Action
  List variations

  Returns the variations of an item, including its main variation.

• Action
  List warehouses

  Returns all warehouses set up in your PlentyONE system.

• Action
  Update contact

  Updates an existing contact (person) in PlentyONE CRM. Only the fields you fill in are changed.

• Action
  Update item

  Updates the item-level settings of an existing plentyONE item, such as manufacturer, condition, flags and customs data.

• Action
  Update order

  Updates an existing plentyONE order, such as its status, owner, properties, dates, addresses or order items.

• Action
  Update variation

  Updates an existing variation of an item in plentyONE, such as its number, availability, dimensions, weight or order quantities.

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