Connect Zoho FSM to Posh

Both apps 28Zoho FSM 16Posh 12

• 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 blocked number

  Adds a phone number to a Posh account's block list.

• Action
  Add calendar event

  Adds a new event to your Posh calendar, optionally recurring.

• Action
  Add message note

  Adds a note to a Posh message.

• Action
  Create Contact

  Creates a contact in Posh, optionally with an email address and a phone number.

• Action
  Create Email Assist

  Submits an email assist request asking the Posh receptionist team to handle a task for you.

• Action
  Delete contact

  Deletes a contact from your Posh account.

• Action
  Get account

  Returns a Posh account record, including its billing details, phone numbers, invoices and users.

• Action
  List calendar events

  Returns the signed-in user's calendar events, optionally limited to a start and end date range.

• Action
  List contacts

  Returns all contacts of the signed-in Posh user, including their contact methods.

• Action
  List messages

  Returns messages taken for you (and optionally an account or location) within a date range, plus text conversations.

• Action
  Send SMS

  Sends an SMS text message from one of your Posh phone numbers to a destination number.

• Action
  Update contact

  Updates an existing contact's name, title or business.

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