Integrate Zoho Inventory with Zoho Projects

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

Build your own integrations between Zoho Inventory and Zoho Projects

Connect Zoho Inventory and Zoho Projects with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

Bill created

Triggers when a new bill is created

Retainer invoice created

Triggers when a new retainer invoice is created

Package created

Triggers when a new package is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Category created

Triggers when a new category is created

Sales order created

Triggers when a new sales order is created

Customer payment received

Triggers when a new payment is made by a customer

Invoice updated

Triggers when the details of an existing invoice are updated

Bill updated

Triggers when the details of an existing bill are updated

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 created

Triggers when a new transfer order is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Shipment updated

Triggers when the details of an existing shipment are updated

Sales order updated

Triggers when the details of an existing sales order are updated

Shipment created

Triggers when a new shipment is created

Custom module entry created

Triggers when a new custom module entry is created

Customer created

Triggers when a new customer is created

Credit note created

Triggers when a new credit note is created

Vendor payment received

Triggers when a vendor payment is made

Customer updated

Triggers when the details of an existing customer are updated

Purchase order created

Triggers when a new purchase order is created

Purchase receive created

Triggers when a new purchase receive is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Invoice created

Triggers when a new invoice is created

Item updated

Triggers when the details of an existing item are updated

Vendor created

Triggers when a new vendor 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

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Bundle created

Triggers when a new bundle is created

Transfer order updated

Triggers when the details of an existing transfer order are updated

Item created

Triggers when a new item is created

Item group created

Triggers when a new item group is created

Task created

Triggers when a new task is created

Task list created

Triggers when a new task list is created

Task updated in project

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

Bug submitted

Triggers when a new bug/issue is submitted

Overdue task or subtask in portal

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

Event created

Triggers when a new event is created

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Task list completed

Triggers when a task list is marked as completed

Bug submitted in project

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

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

Project created

Triggers when a new project is created

Project updated

Triggers when the details of an existing project are updated

Task or subtask updated

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

Milestone completed in a portal

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

Project comment added

Triggers when a new comment is added in the selected project

Overdue task in project

Triggers when a task in the selected project becomes overdue

Task created in project

Triggers when a new task is created in the selected project

Comment added

Triggers when a new comment is added to the selected task

Milestone created

Triggers when a new milestone is created

All Actions - Actions are the automated tasks

Create transfer order

Creates a new transfer order

Create item

Creates a new item

Create shipment order

Creates a new shipment order

Create bundle

Creates a new bundle

Create custom module entry

Creates a new custom module entry

Create invoice

Creates a new invoice

Send purchase order

Sends a purchase order to the specified email addresses

Mark shipment as delivered

Marks the specified shipment as delivered

Create bill

Creates a new bill

Create package

Creates a new package

Add address

Adds a new address

Create category

Creates a new category

Create customer

Creates a new customer

Create purchase receive

Creates a new purchase receive

Create sales order

Creates a new sales order

Create retainer invoice

Creates a new retainer invoice

Create purchase order

Creates a new purchase order

Create vendor

Creates a new vendor

Create credit note

Creates a new credit note

Create warehouse

Creates a new warehouse

Record customer payment

Records the details of a customer payment

Create contact person

Creates a new contact person

Add comment

Adds a new comment to an existing module

Create sales return

Creates a new sales return

Record vendor payment

Records the details of a vendor payment

Create inventory adjustment

Creates a new inventory adjustment

Update item

Updates the details of an existing item

Update invoice

Updates the details of an existing invoice

Send sales order

Sends a sales order to the specified email addresses

Update sales order status

Updates the status of an existing sales order

Update retainer invoice

Updates the details of an existing retainer invoice

Update contact person

Updates the details of an existing contact person

Send credit note

Sends a credit note to the specified email addresses

Update vendor

Updates the details of an existing vendor

Update purchase order status

Updates the status of an existing purchase order

Update credit note

Updates the details of an existing credit note

Send invoice

Sends an invoice to the specified email addresses

Update warehouse

Updates the details of an existing warehouse

Update sales order

Updates the details of an existing sales order

Update custom module entry

Updates the details of a existing custom module entry

Update category

Updates the details of an existing category

Update address

Updates the details of an existing address

Update customer

Updates the details of an existing customer

Update bill status

Updates the status of an existing bill

Update bill

Updates the details of an existing bill

Update credit note status

Updates the status of an existing credit note

Update invoice status

Updates the status of an existing invoice

Mark transfer order as received

Marks the specified transfer order as received

Update purchase order

Updates the details of an existing purchase order

Update item status

Updates the status of an existing item

Fetch sales return

Fetches the details of an existing sales return

Fetch contact person

Fetches the details of an existing contact person

Fetch item

Fetches the details of an existing item

Fetch shipment

Fetches the details of an existing shipment

Fetch invoice

Fetches the details of an existing invoice

Fetch item group

Fetches the details of an existing item group

Fetch customer

Fetches the details of an existing customer

Fetch user

Fetches the details of an existing user

Fetch vendor

Fetches the details of an existing vendor

Fetch transfer order

Fetches the details of an existing transfer order

Fetch task

Fetches the details of an existing task

Fetch package

Fetches the details of an existing package

Fetch credit note

Fetches the details of an existing credit note

Fetch warehouse

Fetches the details of an existing warehouse

Fetch purchase order

Fetches the details of an existing purchase order

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch sales order

Fetches the details of an existing sales order

Fetch bill

Fetches the details of an existing bill

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch custom module entry

Fetches the details of an existing custom module entry

Add existing client company to a project

Adds an existing client company to a project

Create task list

Creates a new task list

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 event

Creates a new event

Create milestone

Creates a new milestone

Create subtask

Creates a new subtask in the selected task

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 comment

Adds a comment to the selected task

Add user to project

Adds a user to the selected project

Create project

Creates a new project

Submit bug

Submits a new bug/issue

Add client to project

Adds a client to the selected project

Create time log for task

Creates a time log for the selected task

Create task

Creates a new task

Add client company

Creates a new client company

Create general time log

Creates a general time log for the selected project

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

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

Complete milestone

Completes an existing milestone

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 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 milestone

Fetch the details of an existing milestone by search term

Fetch user

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

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch task list

Fetches the details of an existing task list by name

Fetch task

Fetches the details of an existing task by name

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 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.

Inventory Management 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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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