--- title: "Connect Zoho FSM to Trestle - APIANT.ai" description: "When \"New Module Entry\" fires in Zoho FSM, your agent runs \"Real Contact\" in Trestle." canonical: "https://apiant.ai/connect/zoho-fsm-to-trestle" --- # Connect Zoho FSM to Trestle When **New Module Entry** fires in [Zoho FSM](https://apiant.ai/connections/zoho-fsm), your agent runs **Real Contact** in [Trestle](https://apiant.ai/connections/trestle). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho FSM **3** triggers Zoho FSM **13** actions Trestle **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zoho FSM and Trestle to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Zoho FSM can start in Trestle - When **New Module Entry** in Zoho FSM then **Real Contact** in Trestle - When **New/Updated Module Entry** in Zoho FSM then **Address Validation** in Trestle Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Zoho FSM and Trestle ## Triggers and actions 3 triggers · 20 actions - 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 **Address Validation** Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude. - Action **Identify caller** Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address. - Action **Phone Validation** Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc. - Action **Real Contact** Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals. - Action **Reverse Address** Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident. - Action **Reverse Phone** Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails. - Action **Smart CNAM** Validates a phone number and returns the top person or business name associated with it (caller name lookup). ## Each app on its own - [ **Zoho FSM** Zoho FSM helps you manage work orders, streamline operations and run your field service business efficiently.](https://apiant.ai/connections/zoho-fsm) - [ **Trestle** Trestle provides industry-leading identity data APIs to improve lead management and call operations.](https://apiant.ai/connections/trestle) Reviews ## What our customers say ## More from Zoho FSM - [ **Zoho FSM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-fsm-to-zoom) - [ **Zoho FSM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-fsm-to-linkedin) - [ **Zoho FSM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-fsm-to-facebook) - [ **Zoho FSM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-fsm-to-anthropic) - [ **Zoho FSM to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-fsm-to-supabase) - [ **Zoho FSM to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-fsm-to-elevenlabs) ## More into Trestle - [ **Slack to Trestle** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trestle) - [ **HubSpot to Trestle** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trestle) - [ **Salesforce to Trestle** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trestle) - [ **Google Sheets to Trestle** Google Sheets](https://apiant.ai/connect/google-sheets-to-trestle) - [ **Gmail to Trestle** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trestle) - [ **Google Calendar to Trestle** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trestle) Questions ## Zoho FSM and Trestle, answered ### ### What can start an automation from Zoho FSM? Any of Zoho FSM's 3 triggers in the catalog, including New Module Entry, New/Updated Module Entry and Updated Module Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Trestle when something happens in Zoho FSM? Any of Trestle's 7 actions, including Address Validation, Identify caller, Phone Validation and Real Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trestle to Zoho FSM? Trestle has no triggers in the catalog today, so automations start in Zoho FSM. If you need the other direction, ask: your agent reads Trestle's API documentation and adds it. ### ### Do I have to build a connector for Zoho FSM or Trestle? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Zoho FSM and Trestle without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.