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
Item updated
Triggers when the details of an existing item are updated
Bill created
Triggers when a new bill is created
Invoice updated
Triggers when the details of an existing invoice are updated
Sales order updated
Triggers when the details of an existing sales order are updated
Vendor created
Triggers when a new vendor is created
Bundle updated
Triggers when the details of an existing bundle are updated
Shipment updated
Triggers when the details of an existing shipment are updated
Customer payment updated
Triggers when a payment made by a customer is updated
Vendor payment updated
Triggers when the details of an existing vendor payment are updated
Inventory adjustment made
Triggers when a new inventory adjustment is made
Sales order created
Triggers when a new sales order is created
Credit note updated
Triggers when the details of an existing credit note are updated
Sales return made
Triggers when a new sales return is made
Package updated
Triggers when the details of an existing package are updated
Shipment created
Triggers when a new shipment is created
Picklist updated
Triggers when the details of an existing picklist are updated
Vendor payment received
Triggers when a vendor payment is made
Invoice created
Triggers when a new invoice is created
Item group created
Triggers when a new item group is created
Task created
Triggers when a new task is created
Picklist created
Triggers when a new picklist is created
Transfer order created
Triggers when a new transfer order is created
Item created
Triggers when a new item is created
Purchase order created
Triggers when a new purchase order is created
Bill updated
Triggers when the details of an existing bill are updated
Transfer order updated
Triggers when the details of an existing transfer order are updated
Purchase receive created
Triggers when a new purchase receive is created against a purchase order
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Customer updated
Triggers when the details of an existing customer are updated
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Customer created
Triggers when a new customer is created
Customer payment received
Triggers when a new payment is made by a customer
Purchase order updated
Triggers when the details of an existing purchase order are updated
Category created
Triggers when a new category is created
Retainer invoice created
Triggers when a new retainer invoice is created
Credit note created
Triggers when a new credit note is created
Inventory adjustment updated
Trigger when the details of an existing inventory adjustment are updated
Vendor updated
Trigger when the details of an existing vendor are updated
Package created
Triggers when a new package is created
Custom module entry created
Triggers when a new custom module entry is created
Sales return updated
Triggers when the details of an existing sales return are updated
Bundle created
Triggers when a new bundle is created
Custom module entry updated
Triggers when the details of an existing module entry are updated
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
Fetch shipment
Fetches the details of an existing shipment
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch transfer order
Fetches the details of an existing transfer order
Fetch sales return
Fetches the details of an existing sales return
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch item group
Fetches the details of an existing item group
Fetch item
Fetches the details of an existing item
Fetch purchase order
Fetches the details of an existing purchase order
Fetch invoice
Fetches the details of an existing invoice
Fetch vendor
Fetches the details of an existing vendor
Fetch task
Fetches the details of an existing task
Fetch sales order
Fetches the details of an existing sales order
Fetch composite item
Fetches the details of an existing composite item
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch user
Fetches the details of an existing user
Fetch warehouse
Fetches the details of an existing warehouse
Record vendor payment
Records the details of a vendor payment
Create sales return receive
Creates a new sales return receive
Create category
Creates a new category
Create bundle
Creates a new bundle
Create inventory adjustment
Creates a new inventory adjustment
Create package
Creates a new package
Create warehouse
Creates a new warehouse
Add address
Adds a new address
Create retainer invoice
Creates a new retainer invoice
Create sales return
Creates a new sales return
Create invoice
Creates a new invoice
Create purchase order
Creates a new purchase order
Record customer payment
Records the details of a customer payment
Create contact person
Creates a new contact person
Mark shipment as delivered
Marks the specified shipment as delivered
Create vendor
Creates a new vendor
Create credit note
Creates a new credit note
Send purchase order
Sends a purchase order to the specified email addresses
Add comment
Adds a new comment to an existing module
Create customer
Creates a new customer
Create transfer order
Creates a new transfer order
Create shipment order
Creates a new shipment order
Create item
Creates a new item
Create bill
Creates a new bill
Create custom module entry
Creates a new custom module entry
Create purchase receive
Creates a new purchase receive
Create sales order
Creates a new sales order
Update invoice status
Updates the status of an existing invoice
Update invoice
Updates the details of an existing invoice
Update category
Updates the details of an existing category
Send invoice
Sends an invoice to the specified email addresses
Update address
Updates the details of an existing address
Update sales order
Updates the details of an existing sales order
Update sales order status
Updates the status of an existing sales order
Update warehouse
Updates the details of an existing warehouse
Update customer
Updates the details of an existing customer
Update custom module entry
Updates the details of a existing custom module entry
Update contact person
Updates the details of an existing contact person
Update retainer invoice
Updates the details of an existing retainer invoice
Update purchase order
Updates the details of an existing purchase order
Update credit note status
Updates the status of an existing credit note
Update bill status
Updates the status of an existing bill
Update credit note
Updates the details of an existing credit note
Update purchase order status
Updates the status of an existing purchase order
Update bill
Updates the details of an existing bill
Mark transfer order as received
Marks the specified transfer order as received
Update vendor
Updates the details of an existing vendor
Send credit note
Sends a credit note to the specified email addresses
Update item status
Updates the status of an existing item
Send sales order
Sends a sales order to the specified email addresses
Update item
Updates the details of an existing item
Fetch contact person
Fetches the details of an existing contact person
Fetch customer
Fetches the details of an existing customer
Fetch package
Fetches the details of an existing package
Fetch bill
Fetches the details of an existing bill
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch credit note
Fetches the details of an existing credit note
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 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.
Similar apps
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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