Connect Zoho FSM to Zenoti

Both apps 31Zoho FSM 16Zenoti 15

• 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 booking

  Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot.

• Action
  Add Employee Security Role

  Assigns a security role to a Zenoti employee for a center, zone, or the organization.

• Action
  Add Notes to an Opportunity

  Adds a note to an existing opportunity in Zenoti.

• Action
  Create Employee

  Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information.

• Action
  Create Employee Blockout

  Creates a blockout time (such as a lunch break) on an employee's schedule at a center.

• Action
  Create Guest

  Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id.

• Action
  Delete Employee Blockout

  Permanently deletes a blockout time from an employee's schedule.

• Action
  List appointments of a guest

  Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments.

• Action
  List centers

  Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details.

• Action
  List employees

  Returns the employees who are active in a Zenoti center on a given date.

• Action
  List services

  Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given).

• Action
  Merge guests

  Merges one or more duplicate guest records into a target guest in Zenoti.

• Action
  Search for a Guest

  Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization.

• Action
  Search Guest by ID

  Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details.

• Action
  Update Employee Blockout

  Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence.

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