Connect Zoho FSM to Teambook

Both apps 50Zoho FSM 16Teambook 34

• 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 Actual log

  Creates one or more time-tracking actual logs in a batch.

• Action
  Add Booking

  Creates one or more bookings in a batch.

• Action
  Add Client

  Creates a client record.

• Action
  Add Task

  Creates a task, optionally scoped to a project (omit project_id for account-wide task).

• Action
  Create Project

  Create a Project inside Teambook

• Action
  Create User

  Creates a teambook User

• Action
  Deactivate User

  Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.

• Action
  Delete Actual log

  Deletes an actual log by id.

• Action
  Delete Booking

  Removes a single booking from Teambook.

• Action
  Delete Project

  Deletes a project by id.

• Action
  Delete Task

  Deletes a task from the Teambook account.

• Action
  Delete User

  Deletes a user from the Teambook account.

• Action
  Get Actual log

  Retrieve a single Teambook actual log (time entry) by its id.

• Action
  Get Booking

  Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.

• Action
  Get Client

  Retrieves a single client by id.

• Action
  Get Project

  Retrieves a single project by id.

• Action
  Get Task

  Retrieves a single task by id.

• Action
  Get Team

  Retrieve a single Teambook team by its id.

• Action
  Get User

  Retrieve a single Teambook user by id.

• Action
  List Actual logs

  Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.

• Action
  List Bookings

  Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.

• Action
  List Clients

  Returns every client in the Teambook account.

• Action
  List Project capacities

  Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.

• Action
  List Projects

  Lists all projects in the Teambook account.

• Action
  List Tasks

  Lists all tasks.

• Action
  List Teams

  Lists all teams in the Teambook account.

• Action
  List User capacities

  Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).

• Action
  List Users

  Lists all users in the Teambook account.

• Action
  Update Actual log

  Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.

• Action
  Update Booking

  Updates an existing Teambook booking; only the fields you fill in are changed.

• Action
  Update Client

  Edits a client's name, phone_number, or email.

• Action
  Update Project

  Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).

• Action
  Update Task

  Edits a task's name or project_id.

• Action
  Update User

  Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.

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