Integrate Holded with Zoho Projects

Send information between Holded and Zoho Projects automatically, without writing any code, using Zoho Flow.

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Create a new task in Zoho Projects each time a new task is created in Holded

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Zoho Projects each time a new task is created in Holded.

How it works
  1. The flow triggers when a new task is created in Holded.
  2. Zoho Flow creates a new task in Zoho Projects.
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Create a new task in Zoho Projects each time a new task is created in Holded

Holded + Zoho Projects

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Create a new project in Zoho Projects whenever a new project is created in Holded

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will start a new project in Zoho Projects whenever a new project is launched in Holded.

How it works
  1. The flow triggers when a new project is created in Holded.
  2. Zoho Flow creates a new project in Zoho Projects.
+

Create a new project in Zoho Projects whenever a new project is created in Holded

Holded + Zoho Projects

Build your own integrations between Holded and Zoho Projects

Connect Holded and Zoho Projects with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Holded and Zoho Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Service created

Triggers when a new service is created

Payment created

Triggers when a new payment is created

Contact created

Triggers when a new contact is created

Sales channel created

Triggers when a new sales channel is created

Project created

Triggers when a new project is created

Sales invoice created

Triggers when a new sales invoice is created

Warehouse created

Triggers when a new warehouse is created

Product created

Triggers when a new product is created

Contact group created

Triggers when a new contact group is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Task created in project

Triggers when a new task is created in a specific project

Task completed in project

Triggers when a task is marked as completed in a specific project

Milestone completed

Triggers when a milestone is marked as completed in the portal

Event created

Triggers when a new event is created in the portal

Issue comment added

Triggers when a new comment is added to an issue

Task completed

Triggers when a task is marked as completed in the portal

Issue submitted

Triggers when a new issue is submitted in the portal

Updated task

Triggers when a task is updated in the portal

Task created in layout

Triggers when a new task is created in a specific layout

Task comment added

Triggers when a new comment is added to a task

Milestone updated in project

Triggers when a milestone is updated in a specific project

Task list created in project

Triggers when new task list is created

Milestone completed in project

Triggers when a milestone is marked as completed in a specific project

Project created

Triggers when a new project is created in the portal

Updated task in project

Triggers when a task is updated in a specific project

Project comment added

Triggers when a new comment is added to a project

Issue updated in project

Triggers when the details of an issue are updated in a specific project

Milestone created

Triggers when a new milestone is created in the portal

Milestone created in project

Triggers when a new milestone is created in a specific project

Task created

Triggers when a new task is created in the portal

Task list completed

Triggers when a task list is completed

Updated task in layout

Triggers when a task is updated in a specific layout

Issue submitted in project

Triggers when a new issue is submitted in a specific project

Milestone updated

Triggers when a milestone is updated in the portal

Project updated

Triggers when a project's details are updated

Issue updated

Triggers when the details of an issue are updated in the portal

All Actions - Actions are the automated tasks

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create service

Creates a new service

Create project

Creates a new project

Create payment

Creates a new payment

Create employee

Creates a new employee

Create document

Creates a new document

Create warehouse

Creates a new warehouse

Create contact

Creates a new contact

Create task

Creates a new task

Create product

Creates a new product

Update document

Updates the details of an existing document

Update project

Updates the details of an existing project

Update sales channel

Updates the details of an existing sales channel

Update warehouse

Updates the details of an existing warehouse

Update employee

Updates the details of an existing employee

Update contact group

Updates the details of an existing contact group

Update service

Updates the details of an existing service

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch document

Fetches the details of an existing document using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch project

Fetches the details of an existing project using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch service

Fetches the details of an existing service using ID

Fetch product

Fetches the details of an existing product using ID

Create task

Creates a new task in a project

Create general time log

Creates a general time log entry for the portal

Create task in layout

Creates a new task in a project under a specific layout

Add comment in task

Adds a new comment to an existing task

Add followers to task

Adds the specified users as followers to a task

Create task list

Creates a new task list in a project

Associate client company to a project

Associates an existing client company with a specific project

Create tag

Creates a new tag in the portal

Create customer

Creates a new customer in the portal

Create project

Creates a new project in the portal

Add comment in project

Adds a new comment to an existing project

Add client user to company

Adds a new client user to the company

Add client user to project

Adds a new client user to a specific project

Create time log for task

Creates a time log entry for an existing task

Create issue time log

Creates a time log entry for an existing issue

Create milestone

Creates a new milestone in a project

Create issue in layout

Creates a new issue in a project under a specific layout

Add user to portal

Adds a new user to the portal

Create event

Creates a new event in the portal

Add comment in issue

Adds a new comment to an existing issue

Add user to project

Adds a new user to a specific project

Create issue

Creates a new issue in a project

Approve issue timelog

Approves a time log entry for an issue

Update issue timelog

Updates the details of an existing issue time log entry

Update issue

Updates the details of an existing issue by ID

Update task in layout

Updates the details of an existing task by ID under a specific layout

Update time log

Updates the details of an existing general time log

Update task

Updates the details of an existing task by ID

Update task time log

Updates the details of an existing task time log

Update issue in layout

Updates the details of an existing issue by ID under a specific layout

Update task list

Updates the details of an existing task list by ID

Approve task timelog

Approves a time log entry for a task

Update customer

Updates the details of an existing customer

Approve time log

Approves a general time log entry

Update milestone

Updates the details of an existing milestone by ID

Update project

Updates the details of an existing project by ID

Fetch task by search term

Fetches the details of an existing task matching a search term like key or name

Fetch task in project

Fetches the details of an existing task in a specific project

Fetch customer

Fetches the details of an existing customer

Fetch issue in project

Fetches the details of an existing issue in a project

Fetch user in portal

Fetches the details of a user by ID or email in portal

Fetch milestone by ID

Fetches the details of an existing milestone by its ID

Fetch option

Fetches the available options for a specific field

Fetch CRM deals

Fetches the CRM deals associated with a project

Fetch task list

Fetches the details of an existing task list

Fetch team

Fetches the details of an existing team in the portal

Fetch tag

Fetches the details of an existing tag

Fetch time log

Fetches the details of an existing time log entry by the start end date time, project, owner and billing type

Fetch customer in a project

Fetches the details of all customer associated with a specific project

Fetch project by ID

Fetches the details of an existing project by its ID

Fetch project by search term

Fetches the details of an existing project matching a search term like name or key

What is Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

CRM

What is Zoho Projects?

Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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