Integrate Bigin by Zoho CRM with Zoho Projects
Send information between Bigin by Zoho CRM and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Set up tasks in Zoho Projects when new tasks are initiated in Bigin by Zoho CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Zoho Projects whenever a new task is initiated in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Zoho Projects.
Set up tasks in Zoho Projects when new tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho Projects
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company updated
Triggers when any detail of an existing company is updated
Contact created or updated
Triggers when a new contact is created or updated
Company created
Triggers when a new company is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Task created
Triggers when a new task is created
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Contact created
Triggers when a new contact is created
Event updated
Triggers when any detail of an existing event is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Product created
Triggers when a new product is created
Contact updated
Triggers when any detail of an existing contact is updated
Call updated
Triggers when any detail of an existing call is updated
Note added
Triggers when a new note is added
Event created
Triggers when a new event is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record created
Triggers when a new pipeline record is created
User added
Triggers when a new user is added
Bug submitted
Triggers when a new bug/issue is submitted
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Event created
Triggers when a new event is created
Comment added
Triggers when a new comment is added to the selected task
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 in project
Triggers when a new bug/issue is submitted in the selected project
Task created
Triggers when a new task is created in the selected portal
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Milestone updated
Triggers when a milestone is updated in a 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 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
Bug updated
Triggers when the details of an existing bug/issue are updated
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created
Triggers when a new milestone is created
Project updated
Triggers when the details of an existing project are updated
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Create or update contact
Creates a new contact or updates the details of an existing contact
Send email
Sends an email to the specified contact
Create task
Creates a new task
Create or update company
Creates a new company or updates the details of the company if it already exists
Create tag
Creates a new tag in the selected module
Create or update product
Creates a new product or updates the details of an existing product
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create user
Creates a new user
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update pipeline record
Updates the details of an existing pipeline record
Update event
Updates the details of an existing event
Update user
Updates the existing user
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create milestone
Creates a new milestone
Create comment in project
Creates a new comment in the selected project
Add user to project
Adds a user to the selected project
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 event
Creates a new event
Create task list
Creates a new task list
Add comment
Adds a comment to the selected task
Add followers to task
Adds the specified users as followers to an existing task
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Associate project with a team
Associates a project with the selected team
Update general time log
Updates the details of an existing general time log
Approve task timelog
Approves a task timelog
Update client company
Updates the details of an existing client company
Update issue time log
Updates the details of an existing issue time log
Update task list
Updates the details of a task list using its ID
Approve timelog
Approves a general timelog
Update project
Updates the details of an existing project
Complete milestone
Completes an existing milestone
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Update task time log
Updates the details of an existing task time log
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 project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch task status
Fetches the status of an existing task by task 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 task
Fetches the details of an existing task by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch project status
Fetches the status of a project by name
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 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 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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Louis Castellano
CEO, Lakeside CNC Group
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