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
  1. The flow triggers when a new purchase order is created in Zoho Inventory.
  2. Zoho Flow creates a new task in Zoho Projects.
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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

Picklist updated

Triggers when the details of an existing picklist are updated

Custom module entry updated

Triggers when the details of an existing module entry are updated

Shipment created

Triggers when a new shipment is created

Bundle created

Triggers when a new bundle is created

Package updated

Triggers when the details of an existing package are updated

Sales return made

Triggers when a new sales return is made

Sales return updated

Triggers when the details of an existing sales return are updated

Credit note updated

Triggers when the details of an existing credit note are updated

Custom module entry created

Triggers when a new custom module entry is created

Package created

Triggers when a new package is created

Sales order created

Triggers when a new sales order is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Vendor updated

Trigger when the details of an existing vendor are updated

Inventory adjustment updated

Trigger when the details of an existing inventory adjustment are updated

Vendor payment updated

Triggers when the details of an existing vendor payment are updated

Transfer order created

Triggers when a new transfer order is created

Picklist created

Triggers when a new picklist is created

Task created

Triggers when a new task is created

Item group created

Triggers when a new item group is created

Invoice created

Triggers when a new invoice is created

Vendor payment received

Triggers when a vendor payment is made

Item updated

Triggers when the details of an existing item are updated

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Customer updated

Triggers when the details of an existing customer are updated

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Purchase receive created

Triggers when a new purchase receive is created against a purchase order

Transfer order updated

Triggers when the details of an existing transfer order are updated

Bill updated

Triggers when the details of an existing bill are updated

Purchase order created

Triggers when a new purchase order is created

Item created

Triggers when a new item is created

Credit note created

Triggers when a new credit note is created

Customer payment updated

Triggers when a payment made by a customer is updated

Shipment updated

Triggers when the details of an existing shipment are updated

Bundle updated

Triggers when the details of an existing bundle are updated

Retainer invoice created

Triggers when a new retainer invoice is created

Vendor created

Triggers when a new vendor is created

Category created

Triggers when a new category is created

Sales order updated

Triggers when the details of an existing sales order are updated

Invoice updated

Triggers when the details of an existing invoice are updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Bill created

Triggers when a new bill is created

Customer payment received

Triggers when a new payment is made by a customer

Customer created

Triggers when a new customer is created

Issue updated in project

Triggers when the details of an issue are updated in a specific project

Project comment added

Triggers when a new comment is added to a project

Milestone created in project

Triggers when a new milestone is created in a specific project

Milestone created

Triggers when a new milestone is created in the portal

Milestone completed in project

Triggers when a milestone is marked as completed in a specific project

Task list created in project

Triggers when new task list is created

Updated task in project

Triggers when a task is updated in a specific project

Project created

Triggers when a new project is created in the portal

Project updated

Triggers when a project's details are updated

Milestone updated

Triggers when a milestone is updated in the portal

Issue updated

Triggers when the details of an issue are updated in the portal

Task list completed

Triggers when a task list is completed

Task created

Triggers when a new task is created in the portal

Issue submitted in project

Triggers when a new issue is submitted in a specific project

Updated task in layout

Triggers when a task is updated in a specific layout

Task created in project

Triggers when a new task is created in a specific project

Milestone completed

Triggers when a milestone is marked as completed in the portal

Task completed in project

Triggers when a task is marked as completed in a specific project

Task created in layout

Triggers when a new task is created in a specific layout

Updated task

Triggers when a task is updated in the portal

Milestone updated in project

Triggers when a milestone is updated in a specific project

Task comment added

Triggers when a new comment is added to a task

Issue comment added

Triggers when a new comment is added to an issue

Event created

Triggers when a new event is created in the portal

Issue submitted

Triggers when a new issue is submitted in the portal

Task completed

Triggers when a task is marked as completed in the portal

All Actions - Actions are the automated tasks

Record vendor payment

Records the details of a vendor payment

Create retainer invoice

Creates a new retainer invoice

Add address

Adds a new address

Create warehouse

Creates a new warehouse

Create package

Creates a new package

Create inventory adjustment

Creates a new inventory adjustment

Create bundle

Creates a new bundle

Create category

Creates a new category

Create sales return receive

Creates a new sales return receive

Create credit note

Creates a new credit note

Create vendor

Creates a new vendor

Mark shipment as delivered

Marks the specified shipment as delivered

Create contact person

Creates a new contact person

Record customer payment

Records the details of a customer payment

Create purchase order

Creates a new purchase order

Create invoice

Creates a new invoice

Create sales return

Creates a new sales return

Create custom module entry

Creates a new custom module entry

Create bill

Creates a new bill

Create item

Creates a new item

Create shipment order

Creates a new shipment order

Create transfer order

Creates a new transfer order

Create customer

Creates a new customer

Add comment

Adds a new comment to an existing module

Send purchase order

Sends a purchase order to the specified email addresses

Create sales order

Creates a new sales order

Create purchase receive

Creates a new purchase receive

Update sales order

Updates the details of an existing sales order

Update address

Updates the details of an existing address

Send invoice

Sends an invoice to the specified email addresses

Update category

Updates the details of an existing category

Update invoice

Updates the details of an existing invoice

Update invoice status

Updates the status of an existing invoice

Update credit note status

Updates the status of an existing credit note

Update purchase order

Updates the details of an existing purchase order

Update retainer invoice

Updates the details of an existing retainer invoice

Update contact person

Updates the details of an existing contact person

Update custom module entry

Updates the details of a existing custom module entry

Update customer

Updates the details of an existing customer

Update warehouse

Updates the details of an existing warehouse

Update sales order status

Updates the status of an existing sales order

Update item status

Updates the status of an existing item

Send credit note

Sends a credit note to the specified email addresses

Update vendor

Updates the details of an existing vendor

Mark transfer order as received

Marks the specified transfer order as received

Update bill

Updates the details of an existing bill

Update purchase order status

Updates the status of an existing purchase order

Update credit note

Updates the details of an existing credit note

Update bill status

Updates the status of an existing bill

Update item

Updates the details of an existing item

Send sales order

Sends a sales order to the specified email addresses

Fetch purchase order

Fetches the details of an existing purchase order

Fetch item

Fetches the details of an existing item

Fetch item group

Fetches the details of an existing item group

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch sales return

Fetches the details of an existing sales return

Fetch transfer order

Fetches the details of an existing transfer order

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch shipment

Fetches the details of an existing shipment

Fetch warehouse

Fetches the details of an existing warehouse

Fetch user

Fetches the details of an existing user

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch composite item

Fetches the details of an existing composite item

Fetch sales order

Fetches the details of an existing sales order

Fetch task

Fetches the details of an existing task

Fetch vendor

Fetches the details of an existing vendor

Fetch invoice

Fetches the details of an existing invoice

Fetch credit note

Fetches the details of an existing credit note

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch bill

Fetches the details of an existing bill

Fetch package

Fetches the details of an existing package

Fetch customer

Fetches the details of an existing customer

Fetch contact person

Fetches the details of an existing contact person

Create task

Creates a new task in a project

Create issue

Creates a new issue in a project

Create event

Creates a new event in the portal

Add user to portal

Adds a new user to the portal

Add user to project

Adds a new user to a specific project

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

Create task list

Creates a new task list in a project

Create customer

Creates a new customer in the portal

Create tag

Creates a new tag in the portal

Fetch customer in a project

Fetches the details of all customer associated with a specific project

Fetch time log

Fetches the details of an existing time log entry by the start end date time, project, owner and billing type

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 list

Fetches the details of an existing task list

Fetch CRM deals

Fetches the CRM deals associated with a project

Create task in layout

Creates a new task in a project under a specific layout

Create general time log

Creates a general time log entry for the portal

Add followers to task

Adds the specified users as followers to a task

Add comment in task

Adds a new comment to an existing task

Create issue time log

Creates a time log entry for an existing issue

Create time log for task

Creates a time log entry for an existing task

Create issue in layout

Creates a new issue in a project under a specific layout

Create milestone

Creates a new milestone in a project

Add comment in project

Adds a new comment to an existing project

Create project

Creates a new project in the portal

Add client user to project

Adds a new client user to a specific project

Add client user to company

Adds a new client user to the company

Approve issue timelog

Approves a time log entry for an issue

Update issue

Updates the details of an existing issue by ID

Update issue timelog

Updates the details of an existing issue time log entry

Update task list

Updates the details of an existing task list by ID

Update issue in layout

Updates the details of an existing issue by ID under a specific layout

Update customer

Updates the details of an existing customer

Approve task timelog

Approves a time log entry for a task

Update time log

Updates the details of an existing general time log

Update task in layout

Updates the details of an existing task by ID under a specific layout

Update task time log

Updates the details of an existing task time log

Update task

Updates the details of an existing task by ID

Update milestone

Updates the details of an existing milestone by ID

Approve time log

Approves a general time log entry

Update project

Updates the details of an existing project by ID

Fetch project by search term

Fetches the details of an existing project matching a search term like name or key

Fetch project by ID

Fetches the details of an existing project by its ID

Fetch customer

Fetches the details of an existing customer

Fetch task in project

Fetches the details of an existing task in a specific project

Fetch user in portal

Fetches the details of a user by ID or email in portal

Fetch issue in project

Fetches the details of an existing issue in a project

Fetch task by search term

Fetches the details of an existing task matching a search term like key or name

Fetch tag

Fetches the details of an existing tag

Fetch team

Fetches the details of an existing team in the portal

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.

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