Use Zoho Flow to integrate Zoho Projects with Zoho CRM, in atleast 947 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 milestones in Zoho Projects for new Zoho CRM deals

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All Triggers - A trigger kickstarts the flow

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 in project

Triggers when a task in the selected project becomes overdue

Event created

Triggers when a new event is created

Task created in project

Triggers when a new task is created 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 completed

Triggers when a milestone is marked as completed

Project created

Triggers when a new project is created

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

Comment added

Triggers when a new comment is added to the selected task

Task created

Triggers when a new task is created in the selected portal

Task completed

Triggers when a task is completed in the selected portal

Task list completed

Triggers when a task list is marked as completed

Task list created

Triggers when a new task list is created

Bug submitted

Triggers when a new bug/issue is submitted

Task updated in project

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

New module

Triggers when a new module is created

New note

Triggers when a new note is added

User created or updated

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

New user

Triggers when a new user is created

New module entry

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

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

Entry created or updated

Triggers when a record entry is created or updated

New contact

Triggers when a new contact is created

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All Actions - Action are the automated tasks

Create time log for task

Creates a time log for the selected task

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

Create project

Creates a new project

Create general time log

Creates a general time log for the selected project

Submit bug

Submits a new bug/issue

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 task

Creates a new task

Add client company

Creates a new client company

Create task list

Creates a new task list

Add comment

Adds a comment to the selected task

Add user to project

Adds a user to the selected project

Create milestone

Creates a new milestone

Create subtask

Creates a new subtask in the selected task

Update task list

Updates the details of a task list using its ID

Update task or subtask

Updates the task or subtask details for the specified ID

Update task time log

Updates the details of an existing task time log

Update general time log

Updates the details of an existing general time log

Update client company

Updates the details of an existing client company

Update project

Updates the details of an existing project

Update issue time log

Updates the details of an existing issue time log

Complete milestone

Completes an existing milestone

Update bug

Updates the details of an existing bug/issue

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 bug in project

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

Fetch project status

Fetches the status of a project 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 - 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 project - By search term

Fetches the details of an existing project by search term

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch task

Fetches the details of an existing task by name

Fetch milestone by ID

Fetches the details of an existing milestone by 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

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Create or update contact

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

Update related module entry

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

Create module entry

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

Create or update lead

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

Add user

Adds a new user

Update module entry

Updates the specified module entry

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Remove tags

Removes tags from the specified record

Raise signal

Raises a signal to Zoho CRM

Create or update module entry

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

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches a user by name or email address

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

Fetch account

Fetches an account by its name or unique ID

Fetch email template

Fetches an email template by name

Fetch contact

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

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

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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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