Connect Zoho FSM to Project Broadcast

Both apps 33Zoho FSM 16Project Broadcast 17

• 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 broadcast message

  Creates a broadcast message sent to a set of contacts, either immediately or at a scheduled time.

• Action
  Add smart list

  Creates a new smart list in Project Broadcast with the given name.

• Action
  Add tag to contacts

  Adds a tag to one or more contacts. The tag is created if it does not already exist.

• Action
  Add to Campaign

  Adds a contact to a campaign, optionally with the contact's event date for event campaigns.

• Action
  Apply Keyword

  Applies a keyword to a contact, triggering that keyword's actions for them, and returns the updated contact.

• Action
  Delete contact

  Permanently deletes a contact from your Project Broadcast account.

• Action
  Find campaigns

  Searches your Project Broadcast campaigns by name and returns the matching campaigns.

• Action
  Find Contact

  Searches contacts by a search term and optional filters such as tags, campaign or opt-in status, and returns the matching contacts.

• Action
  Find keywords

  Searches your Project Broadcast keywords by term and returns the matching keywords.

• Action
  Find smart lists

  Searches smart lists by name and returns the matching lists.

• Action
  Find templates

  Searches your Project Broadcast templates by name or content, optionally filtered by content type, and returns the matching templates.

• Action
  Get campaign

  Returns a single campaign's details (id, name and type) by its ID.

• Action
  Get contact

  Returns a contact's details, looked up by contact ID, phone number or email address.

• Action
  Remove contact from campaign

  Removes a contact from a Project Broadcast campaign and returns the campaign.

• Action
  Remove contacts from smart list

  Removes one or more contacts from a Project Broadcast smart list.

• Action
  Remove tag from contacts

  Removes a tag from one or more contacts.

• Action
  Send Message

  Sends a text message to a Project Broadcast contact, either now or at a scheduled time, using your own text or a saved template.

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