Integrate Zoho Inventory with Zoho Projects
Send information between Zoho Inventory and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create a task in Zoho Projects each time a new order is made in Zoho Inventory
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Zoho Projects whenever an order is created in Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new task in Zoho Projects.
Create a task in Zoho Projects each time a new order is made in Zoho Inventory
Zoho Inventory + Zoho Projects
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Supported triggers and actions
Integrate Zoho Inventory and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Shipment created
Triggers when a new shipment is created
Purchase order created
Triggers when a new purchase order is created
Shipment updated
Triggers when the details of an existing shipment are updated
Item updated
Triggers when the details of an existing item are updated
Inventory adjustment made
Triggers when a new inventory adjustment is made
Customer updated
Triggers when the details of an existing customer are updated
Sales return made
Triggers when a new sales return is made
Customer payment updated
Triggers when a payment made by a customer is updated
Purchase receive created
Triggers when a new purchase receive is created
Credit note created
Triggers when a new credit note is created
Vendor created
Triggers when a new vendor is created
Custom module entry created
Triggers when a new custom module entry is created
Vendor payment received
Triggers when a vendor payment is made
Package updated
Triggers when the details of an existing package are updated
Customer created
Triggers when a new customer is created
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Category created
Triggers when a new category is created
Credit note updated
Triggers when the details of an existing credit note are updated
Bill updated
Triggers when the details of an existing bill are updated
Item created
Triggers when a new item is created
Package created
Triggers when a new package is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Sales order created
Triggers when a new sales order is created
Transfer order created
Triggers when a new transfer order is created
Bundle created
Triggers when a new bundle is created
Bill created
Triggers when a new bill is created
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Transfer order updated
Triggers when the details of an existing transfer order are updated
Invoice created
Triggers when a new invoice is created
Item group created
Triggers when a new item group is created
Retainer invoice created
Triggers when a new retainer invoice is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
Sales order updated
Triggers when the details of an existing sales order are updated
Customer payment received
Triggers when a new payment is made by a customer
Task created
Triggers when a new task is created
Bug submitted
Triggers when a new bug/issue is submitted
Task list completed
Triggers when a task list is marked as completed
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Bug updated
Triggers when the details of an existing bug/issue are updated
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task completed
Triggers when a task is completed in the selected portal
Comment added
Triggers when a new comment is added to the selected task
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone created
Triggers when a new milestone is created
Task created in project
Triggers when a new task is created in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Event created
Triggers when a new event is created
Project updated
Triggers when the details of an existing project are updated
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Task created
Triggers when a new task is created 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
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create purchase order
Creates a new purchase order
Create custom module entry
Creates a new custom module entry
Create bundle
Creates a new bundle
Send purchase order
Sends a purchase order to the specified email addresses
Create item
Creates a new item
Create warehouse
Creates a new warehouse
Create sales order
Creates a new sales order
Create vendor
Creates a new vendor
Create bill
Creates a new bill
Create transfer order
Creates a new transfer order
Add comment
Adds a new comment to an existing module
Create shipment order
Creates a new shipment order
Create sales return
Creates a new sales return
Record customer payment
Records the details of a customer payment
Create inventory adjustment
Creates a new inventory adjustment
Create package
Creates a new package
Create contact person
Creates a new contact person
Record vendor payment
Records the details of a vendor payment
Create credit note
Creates a new credit note
Create retainer invoice
Creates a new retainer invoice
Add address
Adds a new address
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Mark shipment as delivered
Marks the specified shipment as delivered
Create purchase receive
Creates a new purchase receive
Create category
Creates a new category
Update credit note
Updates the details of an existing credit note
Send sales order
Sends a sales order to the specified email addresses
Update invoice
Updates the details of an existing invoice
Update custom module entry
Updates the details of a existing custom module entry
Update customer
Updates the details of an existing customer
Update address
Updates the details of an existing address
Update bill
Updates the details of an existing bill
Update item status
Updates the status of an existing item
Update sales order
Updates the details of an existing sales order
Update warehouse
Updates the details of an existing warehouse
Update category
Updates the details of an existing category
Update contact person
Updates the details of an existing contact person
Update purchase order status
Updates the status of an existing purchase order
Update vendor
Updates the details of an existing vendor
Send invoice
Sends an invoice to the specified email addresses
Update bill status
Updates the status of an existing bill
Update retainer invoice
Updates the details of an existing retainer invoice
Update sales order status
Updates the status of an existing sales order
Send credit note
Sends a credit note to the specified email addresses
Update credit note status
Updates the status of an existing credit note
Update purchase order
Updates the details of an existing purchase order
Mark transfer order as received
Marks the specified transfer order as received
Update item
Updates the details of an existing item
Update invoice status
Updates the status of an existing invoice
Fetch vendor
Fetches the details of an existing vendor
Fetch package
Fetches the details of an existing package
Fetch task
Fetches the details of an existing task
Fetch warehouse
Fetches the details of an existing warehouse
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch user
Fetches the details of an existing user
Fetch customer
Fetches the details of an existing customer
Fetch transfer order
Fetches the details of an existing transfer order
Fetch item group
Fetches the details of an existing item group
Fetch item
Fetches the details of an existing item
Fetch sales return
Fetches the details of an existing sales return
Fetch credit note
Fetches the details of an existing credit note
Fetch contact person
Fetches the details of an existing contact person
Fetch sales order
Fetches the details of an existing sales order
Fetch invoice
Fetches the details of an existing invoice
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch bill
Fetches the details of an existing bill
Fetch shipment
Fetches the details of an existing shipment
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch purchase order
Fetches the details of an existing purchase order
Fetch purchase receive
Fetches the details of an existing purchase receive
Create milestone
Creates a new milestone
Create task list
Creates a new task list
Create time log for task
Creates a time log for the selected task
Add existing client company to a project
Adds an existing client company to a project
Create subtask
Creates a new subtask in the selected task
Associate project with a team
Associates a project with the selected team
Add client company
Creates a new client company
Add client to project
Adds a client to the selected project
Create event
Creates a new event
Add user to project
Adds a user to the selected project
Create project
Creates a new project
Create general time log
Creates a general time log for the selected project
Add comment
Adds a comment to the selected task
Create task
Creates a new task
Create comment in project
Creates a new comment in the selected project
Add comment to bug
Adds a new comment to the selected bug
Create issue time log
Creates a time log for the selected issue
Add followers to task
Adds the specified users as followers to an existing task
Submit bug
Submits a new bug/issue
Update issue time log
Updates the details of an existing issue time log
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 task list
Updates the details of a task list using its ID
Update client company
Updates the details of an existing client company
Update general time log
Updates the details of an existing general time log
Update project
Updates the details of an existing project
Approve task timelog
Approves a task timelog
Update task or subtask
Updates the task or subtask details for the specified ID
Approve timelog
Approves a general timelog
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
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 CRM deals
Fetch the CRM deals associated with the selected project
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch project status
Fetches the status of a project by name
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task status
Fetches the status of an existing task by task name
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 Inventory?
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.
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.
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Logic
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