Integrate Zoho Notebook with Zoho Projects
Send information between Zoho Notebook and Zoho Projects automatically, without writing any code, using Zoho Flow.
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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.
Create notebooks in Zoho Notebook for new projects in Zoho Projects
Zoho Projects + Zoho Notebook
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Supported triggers and actions
Integrate Zoho Notebook and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Notebook created
Triggers when a new notebook is created
Note card created
Triggers when a new note card is created in the selected notebook
Note card updated
Triggers when an existing note card is updated
Bug submitted
Triggers when a new bug/issue is submitted
Milestone completed
Triggers when a milestone is marked as completed
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone created
Triggers when a new milestone is created
Task list completed
Triggers when a task list is marked as completed
Project comment added
Triggers when a new comment is added in the selected project
Task list created
Triggers when a new task list is created
Project updated
Triggers when the details of an existing project are updated
Task completed
Triggers when a task is completed in the selected portal
Task created
Triggers when a new task is created in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Comment added
Triggers when a new comment is added to the selected task
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Event created
Triggers when a new event is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Project created
Triggers when a new project is created
Overdue task in project
Triggers when a task in the selected project becomes overdue
All Actions - Actions are the automated tasks
Create notebook
Creates a new notebook
Share notebook
Shares an existing notebook with the specified email address
Create note card
Creates a new note card in the selected notebook
Share note card
Shares an existing note card with the specified email address
Fetch notebook
Fetches a notebook by its name
Fetch note card
Fetches a note card by its unique ID
Create subtask
Creates a new subtask in the selected task
Associate project with a team
Associates a project with the selected team
Create time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Create project
Creates a new project
Create event
Creates a new event
Create task
Creates a new task
Add client company
Creates a new client company
Create milestone
Creates a new milestone
Add existing client company to a project
Adds an existing client company to a project
Create task list
Creates a new task list
Add comment
Adds a comment to the selected task
Create comment in project
Creates a new comment in the selected project
Add comment to bug
Adds a new comment to the selected bug
Add user to project
Adds a user to the selected project
Add client to project
Adds a client to the selected project
Add followers to task
Adds the specified users as followers to an existing task
Submit bug
Submits a new bug/issue
Create issue time log
Creates a time log for the selected issue
Update task list
Updates the details of a task list using its ID
Update client company
Updates the details of an existing client company
Approve task timelog
Approves a task timelog
Complete milestone
Completes an existing milestone
Update bug
Updates the details of an existing bug/issue
Update general time log
Updates the details of an existing general time log
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
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
Approve timelog
Approves a general timelog
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
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
Fetches the details of an existing task by name
Fetch task list
Fetches the details of an existing task list by name
Fetch task status
Fetches the status of an existing task by task name
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 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 status
Fetches the status of a project by name
Fetch clients in a project
Fetches the clients 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
What is Zoho Notebook?
Similar apps
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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