Use Zoho Flow to integrate Zoho Notebook with Zoho Projects, in atleast 182 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 notebooks in Zoho Notebook for new projects in Zoho Projects

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All Triggers - A trigger kickstarts the flow

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

Milestone created

Triggers when a new milestone is created

Bug submitted

Triggers when a new bug/issue is submitted

Task created in project

Triggers when a new task is created 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

Task or subtask updated

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

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Project comment added

Triggers when a new comment is added in the selected project

Overdue task in project

Triggers when a task in the selected project becomes overdue

Task list completed

Triggers when a task list is marked as completed

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

Event created

Triggers when a new event is created

Task created

Triggers when a new task is created in the selected portal

Bug submitted in project

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

Milestone completed in a portal

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

Project updated

Triggers when the details of an existing project are updated

Comment added

Triggers when a new comment is added to the selected task

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All Actions - Action are the automated tasks

Create notebook

Creates a new notebook

Create note card

Creates a new note card in the selected notebook

Fetch notebook

Fetches a notebook by its name

Fetch note card

Fetches a note card by its unique ID

Create project

Creates a new project

Add existing client company to a project

Adds an existing client company to a project

Add comment to bug

Adds a new comment to the selected bug

Add followers to task

Adds the specified users as followers to an existing task

Create milestone

Creates a new milestone

Create task

Creates a new task

Create issue time log

Creates a time log for the selected issue

Create comment in project

Creates a new comment in the selected project

Add comment

Adds a comment to the selected task

Create general time log

Creates a general time log for the selected project

Create subtask

Creates a new subtask in the selected task

Submit bug

Submits a new bug/issue

Add user to project

Adds a user to the selected project

Add client to project

Adds a client to the selected project

Create time log for task

Creates a time log for the selected task

Create task list

Creates a new task list

Create event

Creates a new event

Add client company

Creates a new client company

Complete milestone

Completes an existing milestone

Update client company

Updates the details of an existing client company

Update task list

Updates the details of a task list using its ID

Update general time log

Updates the details of an existing general time log

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 bug

Updates the details of an existing bug/issue

Update task time log

Updates the details of an existing task time log

Update project

Updates the details of an existing project

Fetch bug in project

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

Fetch task status

Fetches the status of an existing task by task name

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch time log

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

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch milestone by ID

Fetches the details of an existing milestone 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 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 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 user in portal

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

Fetch tag

Fetches the specified tag using name

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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

“First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too.” Know more

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