Connect Zoho FSM to The Official Board

Both apps 23Zoho FSM 16The Official Board 7

• 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
  Create Orgchart PDF File

  Generates a PDF file of the org chart for a company on The Official Board.

• Action
  Create Orgchart XSLX File

  Generates an Excel (.xlsx) file containing the org chart of the specified company.

• Action
  Find companies by name

  Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details.

• Action
  Find executives by name

  Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies.

• Action
  Get Executive Info

  Returns an executive's biography: current roles, education, career history and links.

• Action
  Get Orgchart Info

  Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines.

• Action
  List executive direct colleagues

  Returns an executive's direct environment: their boss, direct reports and board members.

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