Use Zoho Flow to integrate Easy Projects with Zoho CRM, in atleast 473 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Create Easy Projects activities for tasks in Zoho CRM

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All Triggers - A trigger kickstarts the flow

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New project message

Triggers when a new message is posted in the selected project

Updated project

Triggers when an existing project is updated

New user

Triggers when a new user is created

New project activity

Triggers when a new activity is created in the selected project

New customer

Triggers when a new customer is created

Updated activity

Triggers when an existing activity is updated

New activity

Triggers when a new activity is created

New time log

Triggers when a time log is created

Updated time log

Triggers when an existing time log is updated

Updated module entry

Triggers when an entry is updated in the selected module

New module

Triggers when a new module 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 contact

Triggers when a new contact is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

User created or updated

Triggers when the details of an existing user are created or updated

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All Actions - Action are the automated tasks

Create time log

Creates a new time log

Create customer

Creates a new customer

Create activity

Creates a new activity

Post activity message

Posts a new message in an activity

Update user

Updates the details of an existing user

Create User

Creates a new user

Create project

Creates a new project

Post project message

Posts a new message in a project

Update customer

Updates the details of an existing customer

Update activity

Updates an existing activity

Update project

Updates an existing project

Update time log

Updates an existing time log

Fetch time log

Fetches an existing time log by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch project

Fetches an existing project by its unique ID

Convert lead to contact

Converts a lead to a contact

Update module entry

Updates the specified module entry

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Send email template

Sends an email to the specified users

Add user

Adds a new user

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

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 note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch contact

Fetches a contact by email address, unique ID, or name

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

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What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more

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