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Create business workflows for Zoho Projects without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

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Popular Zoho Projects workflows

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Create Zoho Projects tasks when calls are assigned in Aircall

This flow creates a new task in Zoho Projects each time a call is assigned in Aircall. This helps your support team organize and prioritize their work.

How it works

1. A call is assigned in Aircall.

2. Zoho Flow adds a new task in Zoho Projects.

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Create Zoho Projects tasks when calls are assigned in Aircall

Aircall + Zoho Projects

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Copy new ClickUp tasks to Zoho Projects

Every time a new task is added in ClickUp, this flow creates a corresponding task in Zoho Projects, keeping your project management apps in sync, automatically.

How it works

1. A new task is added to ClickUp.

2. Zoho Flow adds a corresponding task in Zoho Projects.

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Copy new ClickUp tasks to Zoho Projects

ClickUp + Zoho Projects

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Submit bugs in Zoho Projects from Zendesk tickets

Use this flow to automatically submit a bug in Zoho Projects each time a ticket is received in Zendesk. The next time you read about an issue in your support portal, you can be sure that your tech team has already heard about it.

How it works

1. A new ticket is created in Zendesk.

2. Zoho Flow submits a bug in Zoho Projects.

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Submit bugs in Zoho Projects from Zendesk tickets

Zendesk + Zoho Projects

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Create a new project in Zoho Projects when a contract's state is moved to active in Zoho Contracts

Manually creating projects and syncing their dates whenever a contract turns active can be challenging. This flow will automatically create a new project and sync the project's dates in Zoho Projects when a contract's state is set to active in Zoho Contracts.

How it works

1. A master service agreement contract's state is set as active in Zoho Contracts.

2. Zoho Flow will automatically create a new project with the contract's effective and end date in Zoho Projects.

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Create a new project in Zoho Projects when a contract's state is moved to active in Zoho Contracts

Zoho Contracts + Zoho Projects + Custom Function

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Add new Zoho Form submissions to Zoho Projects as bugs

The faster a bug is brought to your notice, the sooner you can get it resolved. This flow eases that process for you. Every time an issue is submitted in Zoho Forms, the flow automatically creates a bug for your team to view on Zoho Projects.

How it works

1. A new submission is made in Zoho Forms.

2. Zoho Flow submits a corresponding bug in Zoho Projects.

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Add new Zoho Form submissions to Zoho Projects as bugs

Zoho Forms + Zoho Projects

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Input bugs and assign them using Zoho Projects when submitted in Zoho Forms

This flow submits a bug in Zoho Projects each time a response is submitted in Zoho Forms. It also automatically assigns the bug to the team member with the lowest number of open bugs assigned. Finally, it notifies the identified member about the bug, via Zoho Cliq. That way, you don't have to manually delegate tasks to your teammates.

How it works

1. A new response is submitted in Zoho Forms.

2. Zoho Flow executes the following tasks automatically:

a. Identifies the team member with the lowest number of open bugs assigned.

b. Submits the bug in Zoho Projects, assigning it to that member.

c. Notifies the member via Zoho Cliq.

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Input bugs and assign them using Zoho Projects when submitted in Zoho Forms

Zoho Forms + Zoho Projects + Zoho Cliq

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Submit bugs in Zoho Projects for new Zoho Desk tickets

This flow will save a lot of time for two of your busiest teams: the tech team and the support team. Every time a customer creates a ticket on Zoho Desk, Zoho Flow automatically submits an issue for it in Zoho Projects.

How it works

1. A ticket is created in Zoho Desk.

2. Zoho Flow submits an issue in Zoho Projects.

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Submit bugs in Zoho Projects for new Zoho Desk tickets

Zoho Desk + Zoho Projects

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Create Dropbox folders for new projects in Zoho Projects

A new project means a lot of new collaborative documents. Use this flow to automatically create a new folder in Dropbox each time a new project is created in Zoho Projects.

How it works

1. A new project is created in Zoho Projects.

2. Zoho Flow creates a corresponding folder in Dropbox.

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Create Dropbox folders for new projects in Zoho Projects

Zoho Projects + Dropbox

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Create Slack messages for new Zoho Projects tasks

Once you set up this flow, specific members of your team will be notified in Slack whenever a task is created in Zoho Projects. Get your tasks attended to in the fastest, simplest way possible.

How it works

1. A task is created in Zoho Projects.

2. Zoho Flow sends a channel message in Slack.

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Create Slack messages for new Zoho Projects tasks

Zoho Projects + Slack

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Update Todoist tasks when tasks are updated in Zoho Projects

Whenever a task is updated in Zoho Projects, the flow automatically updates the corresponding task in Todoist. That way, you can track the progress your team is making on different tasks, without needing to switch between apps.

How it works

1. A task is updated in Zoho Projects.

2. Zoho Flow updates the corresponding task in Todoist.

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Update Todoist tasks when tasks are updated in Zoho Projects

Zoho Projects + Todoist

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Create Toggl projects for new tasks in Zoho Projects

This flow creates a new project in Toggl for every task that you add in Zoho Projects. This lets you use Toggl to track the time you spend on tasks added in Zoho Projects.

How it works

1. A task is added in Zoho Projects.

2. Zoho Flow creates a project in Toggl.

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Create Toggl projects for new tasks in Zoho Projects

Zoho Projects + Toggl Track

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Create notebooks in Zoho Notebook for new projects in Zoho Projects

This flow creates a notebook in Zoho Notebook for every new project added in Zoho Projects so you can easily record the key details of all your projects.

How it works

1. A new project is added in Zoho Projects.

2. Zoho Flow creates a notebook in Zoho Notebook.

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Create notebooks in Zoho Notebook for new projects in Zoho Projects

Zoho Projects + Zoho Notebook

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Create Zoho Sprints projects for new projects in Zoho Projects

If Zoho Projects and Zoho Sprints make your ideal project management combo, this flow is for you. Whenever a new project is created in Zoho Projects, this flow automatically makes a copy of its details in Zoho Sprints.

How it works

1. A new project is created in Zoho Projects.

2. Zoho Flow makes a copy of the project in Zoho Sprints.

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Create Zoho Sprints projects for new projects in Zoho Projects

Zoho Projects + Zoho Sprints

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Copy Zoho Projects bugs to Zoho Sprints

Use this flow to automatically create a new bug in Zoho Sprints for every bug that is added in Zoho Projects. Keep your project management apps in sync, effortlessly.

How it works

1. A new bug is added to Zoho Projects.

2. Zoho Flow creates a new bug in Zoho Sprints.

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Copy Zoho Projects bugs to Zoho Sprints

Zoho Projects + Zoho Sprints

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Copy Zoho Projects tasks to Zoho Sprints

When you're focused on making progress on creative projects, manually syncing their task details into multiple apps can be unnecessarily tedious. Use this flow to automatically create a new task in Zoho Sprints for every new task in Zoho Projects.

How it works

1. A new task is created in Zoho Projects.

2. Zoho Flow creates a corresponding task in Zoho Sprints.

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Copy Zoho Projects tasks to Zoho Sprints

Zoho Projects + Zoho Sprints

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Create Zoho Sprints projects and Zoho Cliq channels for new projects in Zoho Projects

Sync new project details between apps, and start off related discussions, all using one flow. Each time a new project is created in Zoho Projects, this flow automatically creates a corresponding project in Zoho Sprints, and also a channel in Zoho Cliq.

How it works

1. A new project is created in Zoho Projects.

2. Zoho Flow executes the following tasks automatically:

a. Creates a corresponding project in Zoho Sprints.

b. Creates a channel in Zoho Cliq.

Use this flow

Create Zoho Sprints projects and Zoho Cliq channels for new projects in Zoho Projects

Zoho Projects + Zoho Sprints + Zoho Cliq

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Create tasks in Zoho Projects for new worksheets in Zoho Sheet

Save the time you spend syncing data across different apps. Zoho Flow can help you create tasks in Zoho Projects every time you create a worksheet in Zoho Sheet.

How it works

1. A new worksheet is created in Zoho Sheet.

2. Zoho Flow creates a task in Zoho Projects.

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Create tasks in Zoho Projects for new worksheets in Zoho Sheet

Zoho Sheet + Zoho Projects

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Update a task in Zoho Projects based on an update in a Zoho Sheets spreadsheet

Update a task in your project management application whenever there's an update on a selected spreadsheet. This flow updates a task in Zoho Projects when the selected Zoho Sheets spreadsheet is updated.

How it works

1. A Zoho Sheet spreadsheet is updated.

2. Zoho Flow updates the corresponding task in Zoho Projects.

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Update a task in Zoho Projects based on an update in a Zoho Sheets spreadsheet

Zoho Sheet + Zoho Projects

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Build your own Zoho Projects integrations

Connect 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

Build your Zoho Projects workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Milestone completed

Triggers when a milestone is marked as completed

Task created in project

Triggers when a new task is created in the selected project

Bug submitted

Triggers when a new bug/issue is submitted

Project comment added

Triggers when a new comment is added in the selected project

Task created

Triggers when a new task is created in the selected portal

Task updated in project

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

Milestone created

Triggers when a new milestone is created

Task list completed

Triggers when a task list is marked as completed

Task or subtask updated

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

Overdue task or subtask in portal

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

Project updated

Triggers when the details of an existing project are updated

Overdue task in project

Triggers when a task in the selected project becomes overdue

Milestone completed in a portal

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

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Task completed

Triggers when a task is completed in the selected portal

Task list created

Triggers when a new task list is created

Bug submitted in project

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

Comment added

Triggers when a new comment is added to the selected task

Event created

Triggers when a new event is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create general time log

Creates a general time log for the selected project

Create task list

Creates a new task list

Add existing client company to a project

Adds an existing client company to a project

Create issue time log

Creates a time log for the selected issue

Add comment to bug

Adds a new comment to the selected bug

Create subtask

Creates a new subtask in the selected task

Create milestone

Creates a new milestone

Create event

Creates a new event

Add followers to task

Adds the specified users as followers to an existing task

Create comment in project

Creates a new comment in the selected project

Add client company

Creates a new client company

Create task

Creates a new task

Create time log for task

Creates a time log for the selected task

Add client to project

Adds a client to the selected project

Submit bug

Submits a new bug/issue

Create project

Creates a new project

Add user to project

Adds a user to the selected project

Add comment

Adds a comment to the selected task

Update bug

Updates the details of an existing bug/issue

Update issue time log

Updates the details of an existing issue time log

Update task list

Updates the details of a task list using its ID

Complete milestone

Completes an existing milestone

Update client company

Updates the details of an existing client company

Update project

Updates the details of an existing project

Update task time log

Updates the details of an existing task time log

Update task or subtask

Updates the task or subtask details for the specified ID

Update general time log

Updates the details of an existing general time log

Fetch project status

Fetches the status of a project by name

Fetch bug in project

Fetches the details of an existing bug/task in the selected project

Fetch task

Fetches the details of an existing task by name

Fetch task list

Fetches the details of an existing task list by name

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch time log

Fetches the details of an existing time log by bill status and owner

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch task status

Fetches the status of an existing task by task name

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch user

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

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch user in portal

Fetches the details of a user in the selected portal using email address

Fetch tag

Fetches the specified tag using name

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.

Categories : Project Management Zoho

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