Use Zoho Flow to integrate Zoho Books with Zoho Projects, in atleast 5160 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 Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient

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All Triggers - A trigger kickstarts the flow

Item updated

Triggers when an existing item is updated

Vendor credit created

Triggers when a new vendor credit is created

Delivery challan created

Triggers when a new delivery challan is created

Vendor updated

Triggers when the details of an existing vendor is updated

Estimate created

Triggers when a new estimate is created

Project updated

Triggers when an existing project is updated

Expense updated

Triggers when an existing expense is updated

Recurring invoice created

Triggers when a new recurring invoice is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Account transaction added

Triggers when a new account transaction is added

Account updated

Triggers when the details of an account in the selected organization are updated

Sales order updated

Triggers when the details of an existing sales order are updated

Bill created

Triggers when a new bill is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Customer updated

Triggers when the details of a customer are updated

Item created

Triggers when a new item is created

Bill updated

Triggers when an existing bill is updated

Project created

Triggers when a new project is created

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Retainer invoice created

Triggers when a retainer invoice is created

Time entry created

Triggers when a new time entry is created

Invoice created

Triggers when a new invoice is created

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Invoice updated

Triggers when an existing invoice is updated

Vendor payment made

Triggers when a vendor payment is made

Customer payment received

Triggers when a new payment is made by a customer

Purchase order updated

Triggers when the details of an existing purchase order are updated

Estimate updated

Triggers when an existing estimate is updated

Funds transferred to another account

Triggers when funds are transferred from one account to another

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Customer created

Triggers when a new customer is created

Customer payment updated

Triggers when a payment made by a customer is updated

Time entry updated

Triggers when an existing time entry is updated

Recurring expense created

Triggers when a new recurring expense is created

Credit note updated

Triggers when the details of an existing credit note are updated

Sales order created

Triggers when a sales order is created

Account created

Triggers when an account is created in the selected organization

Recurring bill created

Triggers when a new recurring bill is created

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Purchase order created

Triggers when a new purchase order is created

Vendor created

Triggers when a new vendor is created

Credit note created

Triggers when a new credit note is created in the selected organization

Expense created

Triggers when a new expense is created

Milestone completed

Triggers when a milestone is marked as completed

Event created

Triggers when a new event is created

Task list completed

Triggers when a task list is marked as completed

Bug submitted in project

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

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

Overdue task in project

Triggers when a task in the selected project becomes overdue

Task created in project

Triggers when a new task is created in the selected project

Project comment added

Triggers when a new comment is added in the selected project

Task or subtask updated

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

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Task list created

Triggers when a new task list is created

Comment added

Triggers when a new comment is added to the selected task

Task completed

Triggers when a task is completed in the selected portal

Milestone completed in a portal

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

Project created

Triggers when a new project is created

Project updated

Triggers when the details of an existing project are updated

Task updated in project

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

Bug submitted

Triggers when a new bug/issue is submitted

Task created

Triggers when a new task is created in the selected portal

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All Actions - Action are the automated tasks

Add user

Adds a new user

Send sales order

Sends an existing sales order by email

Create task

Creates a new task

Create account

Creates a new account in the selected organization

Create inventory adjustment

Creates a new inventory adjustment

Record vendor payment

Records a payment for an existing vendor invoice

Add comment to bill

Adds a comment to the specified bill

Add comment to estimate

Adds a comment to the specified estimate

Enable portal access

Enables portal access for the specified customer or vendor

Add comment to invoice

Adds a comment to the specified invoice

Create item

Creates a new item

Add comment to sales order

Adds a comment to the specified sales order

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Create customer

Creates a new customer

Record retainer invoice payment

Records payment for an existing retainer invoice

Create purchase order

Creates a new purchase order

Send credit note

Sends the specified credit note to a recipient

Record customer payment

Records a payment for an existing customer invoice

Create invoice

Creates a new invoice

Create vendor

Creates a new vendor

Create bank transaction

Creates a new bank transaction

Create contact person

Creates a new contact person

Create public share link

Creates a public share link for the selected module

Add address

Adds an address to a customer or vendor contact

Create retainer invoice

Creates a new retainer invoice

Create sales order

Creates a new sales order

Create vendor credit

Creates a new vendor credit

Create estimate

Creates a new estimate

Send invoice

Sends an existing invoice by email

Create payment link

Creates a new payment link

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Create recurring invoice

Creates a new recurring invoice

Add comment to customer

Adds a comment to the specified customer

Create recurring expense

Creates a new recurring expense

Add comment to purchase order

Adds a comment to the specified purchase order

Create sales person

Creates a new sales person

Request payment information

Requests payment information from the specified contact

Create time entry

Creates a new time entry

Add comment to credit note

Adds a comment to the specified credit note

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Create expense

Creates a new expense

Add comment to vendor

Adds a comment to the specified vendor

Create recurring bill

Creates a new recurring bill

Add comment to vendor credit

Adds a comment to the specified vendor credit

Add comment to project

Adds a comment to the specified project

Create journal

Creates a new journal

Send estimate

Sends an existing estimate to the specified recipients

Create credit note

Creates a new credit note

Send retainer invoice

Sends an existing retainer invoice by email

Create project

Creates a new project

Create delivery challan

Creates a new delivery challan

Create bill

Creates a new bill

Send purchase order

Sends an existing purchase order by email

Refund credit note

Refunds credit note by ID

Update bill

Updates the details of an existing bill

Update time entry

Updates an existing time entry

Update user

Updates the details of an existing user

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update contact person

Updates the details of an existing contact person

Reject invoice

Rejects an existing invoice

Update item

Updates the details of an existing item

Update contact status

Updates the status of an existing customer or vendor

Update retainer invoice

Updates the details of an existing retainer invoice

Update estimate

Updates the details of an existing estimate

Reject credit note

Rejects an existing credit note

Update journal

Updates the details of an existing journal

Update payment link

Updates the details of an existing payment link

Apply credit to invoice

Adds a credit note to the specified invoice

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Reject retainer invoice

Rejects an existing retainer invoice

Submit or approve purchase order

Submits or approves an existing purchase order

Lock transactions

Prevents transaction details prior to the selected date from being modified or deleted

Update address

Updates the details of an existing customer or vendor address

Reject vendor credit

Rejects an existing vendor credit

Update customer

Updates the details of an existing customer

Reject purchase order

Rejects an existing purchase order

Update bill status

Updates the status of an existing bill

Update vendor credit status

Updates the details of an existing credit status

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Submit or approve estimate

Submits or approves an existing estimate

Update credit note

Updates the details of an existing credit note

Update purchase order status

Updates the status of an existing purchase order

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Reject sales order

Rejects an existing sales order

Submit or approve credit note

Submits or approves an existing credit note

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update invoice status

Updates the status of an existing invoice

Update recurring expense

Updates the details of an existing recurring expense

Submit or approve invoice

Submits or approves an existing invoice

Submit or approve sales order

Submits or approves an existing sales order

Update estimate status

Updates the status of an existing estimate

Update recurring bill

Updates the details of an existing recurring bill

Update invoice

Updates the details of an existing invoice

Reject estimate

Rejects an existing estimate

Update sales order status

Updates the status of an existing sales order

Update user status

Updates the status of an existing user

Update sales order

Updates the details of an existing sales order

Update task

Updates the details of an existing task

Reject bill

Rejects an existing bill

Update project

Updates the details of an existing project

Update vendor

Updates the details of an existing vendor

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Submit or approve bill

Submits or approves an existing bill

Update project status

Updates the status of an existing project

Update account

Updates the details of an account in the selected organization

Update delivery challan

Updates the details of an existing delivery challan

Update recurring invoice

Updates the details of an existing recurring invoice

Update purchase order

Updates the details of an existing purchase order

Update credit note status

Updates the status of an existing credit note

Update vendor credit

Updates the details of an existing vendor credit

Update retainer invoice status

Updates the details of an existing retainer invoice

Update expense

Updates the details of an existing expense

Fetch credit note

Fetches the details of an existing credit note by number

Fetch account

Fetches the details of an existing account by its ID

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch user

Fetches the details of an existing user by email address

Fetch vendor

Fetches the details of an existing vendor

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch invoice

Fetches the details of an existing invoice

Fetch project

Fetches the details of an existing project by name

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch item

Fetches the details of an existing item by its ID, number or name.

Fetch customer

Fetches the details of an existing customer

Fetch bill

Fetches the details of an existing bill

Fetch customer payment

Fetches the details of an existing customer payment

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch bank account

Fetches the details of an existing bank account

Fetch journal

Fetches the details of an existing journal

Fetch expense

Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.

Fetch sales order

Fetches the details of an existing sales order by number

Create issue time log

Creates a time log for the selected issue

Add existing client company to a project

Adds an existing client company to a project

Add comment

Adds a comment to the selected task

Add client to project

Adds a client to the selected project

Create subtask

Creates a new subtask in the selected task

Add client company

Creates a new client company

Create project

Creates a new project

Submit bug

Submits a new bug/issue

Create milestone

Creates a new milestone

Create general time log

Creates a general time log for the selected project

Add user to project

Adds a user to the selected project

Create task

Creates a new task

Create event

Creates a new event

Create task list

Creates a new task list

Create comment in project

Creates a new comment in the selected project

Add comment to bug

Adds a new comment to the selected bug

Create time log for task

Creates a time log for the selected task

Add followers to task

Adds the specified users as followers to an existing task

Complete milestone

Completes an existing milestone

Update task time log

Updates the details of an existing task time log

Update task list

Updates the details of a task list using its ID

Update project

Updates the details of an existing project

Update general time log

Updates the details of an existing general time log

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 or subtask

Updates the task or subtask details for the specified ID

Update client company

Updates the details of an existing client company

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch user

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

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch task in project

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

Fetch project status

Fetches the status of a project by 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 task list

Fetches the details of an existing task list by name

Fetch task

Fetches the details of an existing task by name

Fetch bug in project

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

Fetch time log

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

Fetch CRM deals

Fetch the CRM deals associated with the selected project

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

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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

“Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more

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