Integrate Zoho Cliq with Zoho Projects

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

Explore prebuilt integration flows to get started

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Input bugs and assign them using Zoho Projects when submitted in Zoho Forms

This flow submits a bug in Zoho Projects each time a response is submitted in Zoho Forms. It also automatically assigns the bug to the team member with the lowest number of open bugs assigned. Finally, it notifies the identified member about the bug, via Zoho Cliq. That way, you don't have to manually delegate tasks to your teammates.

How it works

1. A new response is submitted in Zoho Forms. 

2. Zoho Flow executes the following tasks automatically: 

a. Identifies the team member with the lowest number of open bugs assigned. 

b. Submits the bug in Zoho Projects, assigning it to that member.

c. Notifies the member via Zoho Cliq.

Use this flow
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Input bugs and assign them using Zoho Projects when submitted in Zoho Forms

Zoho Forms + Zoho Projects + Zoho Cliq

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Create Zoho Sprints projects and Zoho Cliq channels for new projects in Zoho Projects

Sync new project details between apps, and start off related discussions, all using one flow. Each time a new project is created in Zoho Projects, this flow automatically creates a corresponding project in Zoho Sprints, and also a channel in Zoho Cliq.

How it works

1. A new project is created in Zoho Projects. 

2. Zoho Flow executes the following tasks automatically:

a. Creates a corresponding project in Zoho Sprints.

b. Creates a channel in Zoho Cliq.

Use this flow
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Create Zoho Sprints projects and Zoho Cliq channels for new projects in Zoho Projects

Zoho Projects + Zoho Sprints + Zoho Cliq

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Create and Assign Bugs in Zoho Projects for new Zoho Connect statuses

Assigning tasks can often become a huge task in itself, especially when you're handling a large number of them. Zoho Flow takes up this challenge for you. Each time a new status is posted in a specific group on Connect, Flow submits a bug in Projects. It also assigns the task to a specific person on the team based on their schedule, and notifies them via Cliq.

How it works

1. A new status is posted in Zoho Connect.

2. Zoho Flow executes the following tasks automatically :

a. Identifies the team member with a minimum number of bugs in their name.

b. Submits a bug in Zoho Projects.

c. Assigns the bug to the identified member.

Use this flow
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Create and Assign Bugs in Zoho Projects for new Zoho Connect statuses

Zoho Connect + Zoho Projects + Zoho Cliq

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

New channel added

Triggers when a new channel is created in your organization

Comment added

Triggers when a new comment is added to the selected task

Milestone completed in a portal

Triggers when a milestone is completed in any project in the selected portal

Task list created

Triggers when a new task list is created

Milestone completed

Triggers when a milestone is marked as completed

Task created in project

Triggers when a new task is created in the selected project

Task list completed

Triggers when a task list is marked as completed

Overdue task in project

Triggers when a task in the selected project becomes overdue

Milestone created

Triggers when a new milestone is created

Project created

Triggers when a new project is created

Project updated

Triggers when the details of an existing project are updated

Project comment added

Triggers when a new comment is added in the selected project

Bug submitted

Triggers when a new bug/issue is submitted

Task created

Triggers when a new task is created in the selected portal

Event created

Triggers when a new event is created

Bug submitted in project

Triggers when a new bug/issue is submitted in the selected project

Task or subtask updated

Triggers when the details of an existing task or subtask are updated in the selected portal

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Task completed

Triggers when a task is completed in the selected portal

Overdue task or subtask in portal

Triggers when a task or subtask in the selected portal becomes overdue

Task updated in project

Triggers when the details of an existing task are updated in the selected project

All Actions - Actions are the automated tasks

Create channel

Creates a new channel

Delete channel

Deletes the selected channel

Add user status

Adds the specified status to an existing user

Message to bot

Sends a message to the selected bot

Add channel member

Adds a new channel member

Message in channel

Posts a message in a channel

Post card to channel

Posts a card to the specified channel

Message as bot to user

Posts a message as a bot to the specified user

Message user

Sends a message to the specified user

Message as bot on channel

Message as a bot on the specified channel

Archive channel

Archives the selected channel

Message as bot

Posts message as the specified bot in the selected chat or channel

Post card to chat

Posts a card to the specified chat

Update channel member role

Updates the role of a channel member

Update channel

Updates the details of an existing channel

Fetch team

Fetches the details of an existing team by name

Fetch channel

Fetches the details of an existing channel by name

Fetch user by name or email

Fetches an existing user by name or email address

Remove channel member

Removes the specified member from the selected channel

Add comment to bug

Adds a new comment to the selected bug

Create comment in project

Creates a new comment in the selected project

Add followers to task

Adds the specified users as followers to an existing task

Create task

Creates a new task

Submit bug

Submits a new bug/issue

Add client to project

Adds a client to the selected project

Add existing client company to a project

Adds an existing client company to a project

Create general time log

Creates a general time log for the selected project

Create issue time log

Creates a time log for the selected issue

Add comment

Adds a comment to the selected task

Add user to project

Adds a user to the selected project

Create time log for task

Creates a time log for the selected task

Create subtask

Creates a new subtask in the selected task

Create task list

Creates a new task list

Add client company

Creates a new client company

Create project

Creates a new project

Create event

Creates a new event

Create milestone

Creates a new milestone

Associate project with a team

Associates a project with the selected team

Update task or subtask

Updates the task or subtask details for the specified ID

Update task time log

Updates the details of an existing task time log

Update project

Updates the details of an existing project

Update client company

Updates the details of an existing client company

Update task list

Updates the details of a task list using its ID

Update issue time log

Updates the details of an existing issue time log

Update bug

Updates the details of an existing bug/issue

Update general time log

Updates the details of an existing general time log

Complete milestone

Completes an existing milestone

Fetch user

Fetches the details of an existing user by email address or user ID

Fetch time log

Fetches the details of an existing time log by bill status and owner

Fetch task

Fetches the details of an existing task by name

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch project status

Fetches the status of a project by name

Fetch task list

Fetches the details of an existing task list by name

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch bug in project

Fetches the details of an existing bug/task in the selected project

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch task status

Fetches the status of an existing task by task name

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch tag

Fetches the specified tag using name

Fetch user in portal

Fetches the details of a user in the selected portal using email address

What is Zoho Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

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.

Project Management Zoho

Bulid 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.

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Technical and Operations Head, TruAct

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