Connect Zoho FSM and Zoho Invoice

Both apps 39Zoho FSM 16Zoho Invoice 23

• 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.

• Trigger
  Customer Payment

  Triggered when a new customer payment is recorded

• Trigger
  Invoice Status Change

  Triggers when an invoice status is changed.

• Trigger
  New Contact

  Triggered when a new contact is created

• Trigger
  New Contact Person

  Triggers when a new point of contact is added to an existing contact.

• Trigger
  New Credit Note

  Triggers when a new Credit Note is created.

• Trigger
  New Estimate

  Triggers when a New Estimate is Created.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created.

• Trigger
  New Item

  Triggers when New Item is created.

• Trigger
  Updated Invoice

  Triggered when an invoice is created or updated

• Action
  Create Contact Person

  Creates a new point of contact for a specific contact.

• Action
  Create Credit Note

  Creates a new credit note for a customer

• Action
  Create New Contact

  Creates a new contact.

• Action
  Create New Estimate

  Create New Estimate

• Action
  Create New Invoice

  Create a New Invoice

• Action
  Create New Item

  Create New Item

• Action
  Find Contact

  Returns the contacts that match the specified search criteria.

• Action
  Find Organization

  Finds an Organization

• Action
  Get Credit Note

  Retrieve a credit note by its ID; returns number, status, customer, reference number and line items.

• Action
  Get Estimate

  Fetches an estimate by ID. An error occurs if the estimate is not found.

• Action
  Get Item

  Returns one item by item_id

• Action
  Record Payment

  Make payment to an Invoice.

• Action
  Update Contact

  Action used to Update a existing Contact in Zoho Billing.

• Action
  Update Invoice

  Updates an existing Zoho Invoice invoice. Line items not included in the list are removed.

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