Integrate Zoho Projects with Zoho CRM
Send information between Zoho Projects and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Projects and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created in project
Triggers when a new task is created in a specific project
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
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 completed
Triggers when a milestone is marked as completed in the portal
Task or subtask updated
Triggers when a task or subtask is updated in the portal
Updated task in layout
Triggers when a task is updated in a specific layout
Task completed
Triggers when a task is marked as completed in the portal
Milestone created
Triggers when a new milestone is created in the portal
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Milestone created in project
Triggers when a new milestone is created in a specific project
Project comment added
Triggers when a new comment is added to a project
Issue updated
Triggers when the details of an issue are updated in the portal
Project created
Triggers when a new project is created in the portal
Task created
Triggers when a new task is created in the portal
Task completed in project
Triggers when a task is marked as completed in a specific project
Milestone updated
Triggers when a milestone is updated in the portal
Issue submitted
Triggers when a new issue is submitted in the portal
Task list completed
Triggers when a task list is completed
Event created
Triggers when a new event is created in the portal
Event updated
Triggers when an existing event is updated
Issue comment added
Triggers when a new comment is added to an issue
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
Project updated
Triggers when a project's details are updated
Updated task in project
Triggers when a task is updated in a specific project
Issue submitted in project
Triggers when a new issue is submitted in a specific project
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer in the portal
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 issue time log
Creates a time log entry for an existing issue
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 task in layout
Creates a new task in a project under a specific layout
Create task list
Creates a new task list in a project
Add user to project
Adds a new user to a specific project
Create event
Creates a new event in the portal
Associate team to a project
Adds a team to an existing project
Create general time log
Creates a general time log entry for the portal
Clone a task list
Clones a task list by Source ID. Source ID can be an existing task list template , project, or project template
Create milestone
Creates a new milestone in a project
Add comment in project
Adds a new comment to an existing project
Create tag
Creates a new tag in the portal
Create issue in layout
Creates a new issue in a project under a specific layout
Create task or subtask
Creates a new task or subtask in a project
Create project
Creates a new project in the portal
Create project in layout
Creates a new project in under a specific layout
Create issue
Creates a new issue in a project
Add user to portal
Adds a new user to the portal
Create time log for task
Records hours worked on a specific task
Add comment in issue
Adds a new comment to an existing issue
Associate client company to a project
Associates an existing client company with a specific project
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
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 project in layout
Updates the details of an existing project by ID under a specific layout
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 time log
Updates the details of an existing general time log
Update task or subtask
Updates the details of an existing task or subtask by ID
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 milestone
Updates the details of an existing milestone by ID
Update project
Updates the details of an existing project by ID
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch team
Fetches the details of an existing team by ID or Name in the portal
Fetch tag
Fetches the details of an existing tag
Fetch task list
Fetches the details of an existing task list
Fetch task in project
Fetches the details of an existing task by ID in a specific project
Fetch option
Fetches the available options for a specific field
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Fetch CRM deals
Fetches the CRM deals associated with a project
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch customer
Fetches the details of an existing customer
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
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho Projects?
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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