Step 1: Add a service named ForZBilling

Step 2: Create a connection for Zoho FSM in Zoho Billing

1. Log in to Zoho Billing.
   
2. Navigate to Settings > Developer Space > Connections and click New Connection.
   
   
   
   
3. In the Create Connection page, select the Custom Services tab and click Create New Service.
   
   
   
   
4. In the Create Service page, enter the following details and click Create Service.
   
1. Service Name: Zoho FSM
   The Service Link Name will be automatically populated.
   
2. Authentication Type: OAuth2
   
3. Parameter Type: Header
   
4. Generated Client ID, Client Secret
   
5. Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
   
6. Access Token URL: https://accounts.zoho.com/oauth/v2/token
   
7. Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
   
8. Scope: ZohoFSM.modules.all
   Provide a Scope Display Name.
   
   
   
   
5. Do the following and click Create And Connect:
   
1. Connection Name: Zoho FSM. The Connection Link Name will be automatically populated.
2. Disable Use Credentials Of Login User. If this is disabled, the connection will utilize the credentials of the connection owner.
3. Select the Scope ZohoFSM.modules.all.
   
6. Click Connect.
   
   
   
   
7. Click Accept.
   
   

Step 3: Create a custom function in Zoho Billing 

1. Navigate to Settings > Automation > Custom Functions and click New Custom Function.
   
   
   
   
2. In the New Custom Function page, enter the following details:
   
1. Name: CreateWOInZFSM
   
2. Module: Subscriptions
   
3. Select New Subscription, and Subscription Renewal under Predefined Events > Immediate Events.
   
   
   
   
3. In the Deluge Script Editor, enter the following script and click Save:
   
   

   custEmail = subscriptions.get("customer").toMap().get("email"); response = zoho.fsm.searchRecordsByField("Contacts","Email",custEmail,Map(),"zohofsm"); subscription_number = subscriptions.get("subscription_number"); name = subscriptions.get("name"); summary = subscription_number + ":" + name; response = response.get("data").toMap(); tax = response.get("Tax").toMap(); //info tax;  custId = response.get("id"); companyMap = response.get("Company"); if(companyMap == null) { compId = ""; } else { compId = companyMap.toMap().get("id"); } serviceAddressMap = response.get("Service_Address"); if(serviceAddressMap == null) { serviceAddressId = ""; } else { serviceAddressId = serviceAddressMap.toMap().get("id"); } billingAddressMap = response.get("Billing_Address"); if(billingAddressMap == null) { billingAddressId = ""; } else { billingAddressId = billingAddressMap.get("id"); } Service_Address_Map = Map(); Billing_Address_Map = Map(); Service_Address_Map.put("id",serviceAddressId); Billing_Address_Map.put("id",billingAddressId); serviceList = List(); response1 = zoho.fsm.searchRecordsByField("Service_And_Parts","Name","ForZBilling",Map(),"zohofsm"); //info response1; if(!response1.isNull() && !response1.isEmpty()) { service = response1.get("data").toMap(); serviceMap = Map(); serviceMap.put("Quantity",1); serviceMap.put("Sequence",1); serviceMap.put("List_Price",service.get("Unit_Price")); serviceMap.put("Service",service.get("id")); serviceMap.put("Contact",custId); serviceMap.put("Tax",tax); serviceList.add(serviceMap); } terrResp = zoho.fsm.getRecords("Territories"); terrId = terrResp.get("data").toMap().get("id"); createWOMap = Map(); createWOMap.put("Summary",summary); createWOMap.put("Priority","Medium"); createWOMap.put("Type","Service"); createWOMap.put("Email",custEmail); createWOMap.put("Contact",custId); createWOMap.put("Company",compId); createWOMap.put("Territory",terrId); createWOMap.put("Service_Address",Service_Address_Map); createWOMap.put("Billing_Address",Billing_Address_Map); createWOMap.put("Service_Line_Items",serviceList); info "createWOMap: " + createWOMap; woResp = zoho.fsm.createRecord("Work_Orders",createWOMap); info woResp;

Testing the use case 

1. Select Subscriptions in the left menu and click on + New Subscription.
   
   
   
   
2. Select a Customer, add a Plan and click Continue. Select the checkbox Collect payment offline.
   Ensure that the contact you choose is present in Zoho FSM. A Service Address, Billing Address, and Email should be present for the contact.
   
   
   
   
3. Click Create.