Zoho Projects and Salesflare

How to connect Zoho Projects

What you can automate

  • When new Task in Zoho Projects, create task in Salesflare.
  • When new Task List in Zoho Projects, create task in Salesflare.
  • When new Task in Salesflare, create Task in Zoho Projects.

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Zoho Projects operations on Zapier

Triggers (7)

Start a workflow when this happens

  • New Bug — Triggers when a new bug/issue is created.
  • New File — Triggers when a new file is added.
  • New Log Time — Triggers when a new log-time is created.
  • New Milestone — Triggers when a new milestone is created.
  • New Project — Trigger when a new project is created.
Show 2 more triggers
  • New Task — Triggers when a task is created or completed.
  • New Task List — Triggers when a new tasklist is created.

Actions (9)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Add Log Time — Creates a new log time.
  • Create Bug — Creates a new Bug.
  • Create Milestone — Creates a new Milestone.
  • Create Project — Creates a new Project.
Show 4 more actions
  • Create Task — Creates a new Task.
  • Create Task List — Creates a new Task List.
  • Update Project — Updates existing project.
  • Upload File — Copy an already-existing file from another service to Zoho Projects.

Searches (2)

Look up existing records

  • Find Project — Finds an existing project.
  • Find Project Owner — Finds the project owner (searches by email ID).

Zoho Projects operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Bugs — Triggers when a new bug/issue is created.
  • Watch Documents — Triggers when a new document is added.
  • Watch Milestones — Triggers when a new milestone is created.
  • Watch Projects — Triggers when a new project is created.
  • Watch Tasklists — Triggers when a new tasklist is created.
Show 2 more triggers
  • Watch Tasks — Triggers when a task is created.
  • Watch Time Logs — Triggers when a new time log is created.

Actions (34)

Things Salesflare can make it do

  • Add Document — Adds a document in the folder.
  • Add Forum Category — Adds the forum category.
  • Create Bug — Creates a bug in the given project.
  • Create Event — Creates an event in the given project.
  • Create Forum — Creates a forum in the given project.
Show 29 more actions
  • Create Milestone — Creates a new milestone in the given project.
  • Create Project — Creates a new project.
  • Create Subtask — Creates the subtask in the given project.
  • Create Task — Creates a new task in the given project.
  • Create Tasklist — Creates a new tasklist in the given project.
  • Create Time Log — Creates the time log to a task.
  • Delete Bug — Delete a bug in the given project.
  • Delete Document — Deletes the document.
  • Delete Event — Deletes an event in the given project.
  • Delete Forum — Deletes a forum in the given project.
  • Delete Milestone — Deletes the milestone in the given project.
  • Delete Project — Deletes the project.
  • Delete Task — Deletes the tasks in the given project.
  • Delete Tasklist — Deletes the tasklist in the given project.
  • Get Bug — Gets the details of the bug.
  • Get Document — Fetches the details of the document.
  • Get Forum — Gets the details of a forum.
  • Get Milestone — Gets all the details of the milestone.
  • Get Project — Lists all the details of the project.
  • Get Task — Gets all the details for the task.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Reorder Task — Reorders the tasks in the given project.
  • Update Bug — Updates a bug in the given project.
  • Update Event — Update an event in the given project.
  • Update Forum — Updates a forum in the given project.
  • Update Milestone — Updates the milestone int the given project.
  • Update Project — Updates the project.
  • Update Task — Updates the task in the given project.
  • Update Tasklist — Updates the tasklist in the given project.

Searches (11)

Look up existing records

  • List Bugs — Lists all the bugs in the given project.
  • List Documents — Lists all the documents in the given project.
  • List Events — Lists all the events in the given project.
  • List Forums — Lists all the forums in the given project.
  • List Milestones — Gets all the milestones in the given project.
Show 6 more searches
  • List Project Activities — Lists all the recent activities of the project.
  • List Projects — Gets all the projects in the portal for the logged in user.
  • List Subtasks — Lists all the subtasks of the given task.
  • List Tasklists — Gets all the tasklists in the given project.
  • List Tasks — Gets all the tasks in the given project. It fetches only the main tasks and not the subtasks.
  • List Time Logs — Lists all the time logs in the given project.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free