Integrate Zoho Forms with Zoho Projects

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

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Add new Zoho Form submissions to Zoho Projects as bugs

The faster a bug is brought to your notice, the sooner you can get it resolved. This flow eases that process for you. Every time an issue is submitted in Zoho Forms, the flow automatically creates a bug for your team to view on Zoho Projects.

How it works

1. A new submission is made in Zoho Forms.

2. Zoho Flow submits a corresponding bug in Zoho Projects.

Use this flow
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Add new Zoho Form submissions to Zoho Projects as bugs

Zoho Forms + Zoho Projects

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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

Build your own integrations between Zoho Forms and Zoho Projects

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Supported triggers and actions

Integrate Zoho Forms and Zoho Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

Task list completed

Triggers when a task list is marked as completed

Task list created

Triggers when a new task list is created

Milestone completed in a portal

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

Project created

Triggers when a new project is created

Project comment added

Triggers when a new comment is added in the selected project

Task created in project

Triggers when a new task is created in the selected project

Bug submitted in project

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

Project updated

Triggers when the details of an existing project are updated

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Task or subtask updated

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

Milestone created

Triggers when a new milestone is created

Overdue task or subtask in portal

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

Overdue task in project

Triggers when a task in the selected project becomes overdue

Bug submitted

Triggers when a new bug/issue is submitted

Task created

Triggers when a new task is created in the selected portal

Task completed

Triggers when a task is completed in the selected portal

Milestone completed

Triggers when a milestone is marked as completed

Comment added

Triggers when a new comment is added to the selected task

Task updated in project

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

Event created

Triggers when a new event is created

All Actions - Actions are the automated tasks

Create general time log

Creates a general time log for the selected project

Create task list

Creates a new task list

Associate project with a team

Associates a project with the selected team

Add existing client company to a project

Adds an existing client company to a project

Create milestone

Creates a new milestone

Create project

Creates a new project

Add client company

Creates a new client company

Create time log for task

Creates a time log for the selected task

Add comment

Adds a comment to the selected task

Create subtask

Creates a new subtask in the selected task

Create comment in project

Creates a new comment in the selected project

Add user to project

Adds a user to the selected project

Create issue time log

Creates a time log for the selected issue

Add client to project

Adds a client to the selected project

Add followers to task

Adds the specified users as followers to an existing task

Create task

Creates a new task

Create event

Creates a new event

Add comment to bug

Adds a new comment to the selected bug

Submit bug

Submits a new bug/issue

Update task time log

Updates the details of an existing task time log

Complete milestone

Completes an existing milestone

Update bug

Updates the details of an existing bug/issue

Update general time log

Updates the details of an existing general time log

Update client company

Updates the details of an existing client company

Update issue time log

Updates the details of an existing issue time log

Update project

Updates the details of an existing project

Update task or subtask

Updates the task or subtask details for the specified ID

Approve timelog

Approves a general timelog

Update task list

Updates the details of a task list using its ID

Approve task timelog

Approves a task timelog

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch time log

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

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch task

Fetches the details of an existing task by name

Fetch task list

Fetches the details of an existing task list by name

Fetch task in project

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

Fetch task status

Fetches the status of an existing task by task name

Fetch user

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

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch bug in project

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

Fetch project status

Fetches the status of a project by name

Fetch CRM deals

Fetch the CRM deals associated with the selected project

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 Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

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

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.

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