Step 1: Create a connection for Zoho FSM  

1. Navigate to Setup > Developer Space > Connections and under Custom Services, click Create Service.
   
   
   
   
2. Enter the following details and click Create Service.
   
1. Service Name: ZFSM
   The Service Link Name will be automatically populated.
2. Authentication Type: OAuth2
   
3. Parameter Type: Header
   
4. Grant Type: Authorization Code
   
5. Generated Client ID, Client Secret
   
6. Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
   
7. Access Token URL: https://accounts.zoho.com/oauth/v2/token
   
8. Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
   
9. Scope: ZohoFSM.files.READ
10. Provide a Scope Display Name.
    
    
    
    
3. Click Create Connection.
   
   
   
   
4. Perform the following and click Create And Connect:
   
1. Connection Name: ZFSM
   The Connection Link Name will be populated automatically.

2. Disable Use Credentials Of Login User. If this is disabled, the connection will utilize the credentials of the connection owner.

3. Select the Scopes ZohoFSM.files.READ
   
   
5. Click Connect.
   
   
   
   
6. Click Accept.
   
   

Step 2: Create a custom function

1. Navigate to Setup > Automation > Functions and click Create Function.
   
2. Enter the following details and click Save:
   
1. Function Name: SendAttachments
   
2. Module: Service Appointments
   
3. In the Deluge Script Editor, enter the following script:

Step 3: Create a workflow rule  

1. Go to Setup > Automation > Workflow Rules and click Create Workflow.
   
2. Enter the following details, then click Next:
   
1. Module: Service Appointments
   
2. Rule Name: Send Attachments
   
3. Description: On service appointment completion, email the attachments in service appointment notes to the customer.
   
   
   
   
3. Select the rule trigger as Edited and click Next. Select the checkbox Repeat this workflow whenever a Service Appointment is edited.
   
   
   
   
4. Select the rule criteria as Only to the Service Appointment matching certain conditions and add the condition Status is Completed. Click Next.
   
   
   
   
5. Click +Action and select Function.
   
   
   
   
6. Select Existing Functions and click Next.
   
   
   
   
7. Select the custom function created in the previous step.
   
   
   
   
8. Click Save.
   
   

Testing the usecase    

1. Create a Service Appointment.
   
2. Add Notes with attachments to the service appointment.
   
3. Click Complete Work for the service appointment.