Integrate Zoho Bookings with Zoho Projects
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Supported triggers and actions
Integrate Zoho Bookings and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment booked
Triggers when an appointment is booked
Appointment marked as completed
Triggers when an appointment is marked as completed
Appointment marked as no-show
Triggers when an appointment is marked as no-show
Appointment canceled
Triggers when an appointment is canceled
Appointment rescheduled
Triggers when an appointment is rescheduled
Payment failure
Triggers when a payment fails
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
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 updated
Triggers when the details of an existing bug/issue are updated
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task list created
Triggers when a new task list is created
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
Project created
Triggers when a new project is created
Milestone updated
Triggers when a milestone is updated in a project
Milestone completed
Triggers when a milestone is marked as completed
Bug submitted
Triggers when a new bug/issue is submitted
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Comment added
Triggers when a new comment is added to the selected task
Event created
Triggers when a new event is created
Task list completed
Triggers when a task list is marked as completed
Project updated
Triggers when the details of an existing project are updated
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
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
All Actions - Actions are the automated tasks
Create appointment
Creates a new appointment
Create service
Creates a new service
Update appointment
Updates the details of an appointment
Update service
Updates the details of an existing service by service ID
Reschedule appointment
Reschedules appointment to another slot
Fetch staff
Fetches the details of an existing staff by ID or email address
Fetch availability
Fetches the details of the availability by resource ID or staff ID
Fetch appointment
Fetches the details of an existing appointment by ID
Fetch service
Fetches the details of the selected service
Update task list
Updates the details of a task list using its ID
Add comment to bug
Adds a new comment to the selected bug
Add user to project
Adds a user to the selected project
Create comment in project
Creates a new comment in the selected project
Create general time log
Creates a general time log for the selected project
Create time log for task
Creates a time log for the selected task
Create task list
Creates a new task list
Create event
Creates a new event
Add followers to task
Adds the specified users as followers to an existing task
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Submit bug
Submits a new bug/issue
Create task
Creates a new task
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 milestone
Creates a new milestone
Add client company
Creates a new client company
Create project
Creates a new project
Associate project with a team
Associates a project with the selected team
Create issue time log
Creates a time log for the selected 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
Approve task timelog
Approves a task timelog
Update issue time log
Updates the details of an existing issue time log
Update project
Updates the details of an existing project
Approve timelog
Approves a general timelog
Update bug
Updates the details of an existing bug/issue
Complete milestone
Completes an existing milestone
Update task time log
Updates the details of an existing task time log
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch task list
Fetches the details of an existing task list by name
Fetch task status
Fetches the status of an existing task by task name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project status
Fetches the status of a project 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
Fetches the details of an existing task by name
Fetch time log
Fetches the details of an existing time log by bill status and owner
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 Bookings?
Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.
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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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