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CRM

Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
 
CRM Plus

Unified platform to deliver top-notch customer experience.

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Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
Projects Plus

Unified project management platform for intelligent, data-driven work.

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Projects Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Marketplace
   

Integrate Easy Projects with 1000+ apps

Create business workflows for Easy Projects without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Easy Projects workflows

+

Create tasks in Google Tasks for new activities in Easy Projects

Easy Projects + Google Tasks

This flow adds a task in Google Tasks each time an activity is added for a specific project in Easy Projects. That way, you can track the progress of these activities, along with all your other daily tasks.

How it works

1. A new activity is added in Easy Projects. 

2. Zoho Flow creates a task in Google Tasks.

+

Forward activity messages from Easy Projects to Zoho Cliq

Easy Projects + Zoho Cliq

When an activity message is posted in Easy Projects, the flow automatically sends a message to your team in Zoho Cliq. That way, your entire team can keep up with the progress made on different activities, and also discuss them easily.

How it works

1. An activity message is posted in Easy Projects. 

2. Zoho Flow forwards the message to a designated channel in Zoho Cliq.

+

Create Easy Projects activities for tasks in Zoho CRM

Zoho CRM + Easy Projects

Every time a task is added in Zoho CRM, this flow creates a new activity in Easy Projects, helping your team track sales activities easily.

How it works

1. A new task is added in Zoho CRM. 

2. Zoho Flow creates an activity in Easy Projects.

+

Generate a new project in Easy Projects for every deal successfully closed in Agendor

Agendor + Easy Projects

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Easy Projects for every deal won in your Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects for every deal won in HubSpot CRM

HubSpot CRM + Easy Projects

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Easy Projects for every deal won in your HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects for every deal won in Kylas

Kylas + Easy Projects

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Easy Projects for every deal successfully closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a project within Easy Projects for every accomplished deal in Lime Go

Lime Go + Easy Projects

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Easy Projects for every deal won in your Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects for every deal won in OnePageCRM

OnePageCRM + Easy Projects

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Easy Projects for every deal won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects for every deal won in Onpipeline

Onpipeline + Easy Projects

Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Easy Projects for every accomplished deal in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Easy Projects.
+

Generate a new project in Easy Projects for every deal successfully closed in Pipedrive

Pipedrive + Easy Projects

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Easy Projects for every deal won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Easy Projects.
+

Generate a new project in Easy Projects for every deal successfully closed in Teamgate

Teamgate + Easy Projects

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Easy Projects for every deal successfully closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Easy Projects.
+

Generate a new project in Easy Projects for every deal successfully closed in Teamwork CRM

Teamwork CRM + Easy Projects

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Easy Projects for every deal won in your Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Easy Projects.
+

Set up a new project in Easy Projects each time a new project is initiated in FastBill

FastBill + Easy Projects

Reduce discrepancies between accounting application and project management tool by auto-syncing project details. This flow will initiate a new project in Easy Projects when a new project is established in FastBill.

How it works
  1. The flow triggers when a new project is created in FastBill.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in Firmao

Firmao + Easy Projects

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will initiate a new project in Easy Projects when a new project is established in Firmao.

How it works
  1. The flow triggers when a new project is created in Firmao.
  2. Zoho Flow creates a new project in Easy Projects.
+

Start a new project in Easy Projects whenever a new project is launched in Flowlu

Flowlu + Easy Projects

Reduce discrepancies between business management suite and project management tool by auto-syncing project details. This flow will generate a new project in Easy Projects whenever a new project is created in Flowlu.

How it works
  1. The flow triggers when a new project is created in Flowlu.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in FreeAgent

FreeAgent + Easy Projects

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Easy Projects when a new project is established in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects whenever a new project is created in FreshBooks

FreshBooks + Easy Projects

Enable seamless tracking and reporting by auto-creating projects in your project management tool from accounting software. This flow will generate a new project in Easy Projects whenever a new project is created in FreshBooks.

How it works
  1. The flow triggers when a new project is created in FreshBooks.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in Harvest

Harvest + Easy Projects

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in Easy Projects each time a new project is initiated in Harvest.

How it works
  1. The flow triggers when a new project is created in Harvest.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects whenever a new project is created in Holded

Holded + Easy Projects

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will generate a new project in Easy Projects whenever a new project is created in Holded.

How it works
  1. The flow triggers when a new project is created in Holded.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in Insightly

Insightly + Easy Projects

Enable seamless tracking and reporting by auto-creating projects in your project management tool from relationship management software. This flow will set up a new project in Easy Projects each time a new project is initiated in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in Pandle

Pandle + Easy Projects

Reduce discrepancies between cloud-based accounting application and project management tool by auto-syncing project details. This flow will set up a new project in Easy Projects each time a new project is initiated in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in ProWorkflow

ProWorkflow + Easy Projects

Reduce discrepancies between task and workflow management application and project management tool by auto-syncing project details. This flow will generate a new project in Easy Projects whenever a new project is created in ProWorkflow.

How it works
  1. The flow triggers when a new project is added in ProWorkflow.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in Qwilr

Qwilr + Easy Projects

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in Easy Projects each time a new project is initiated in Qwilr.

How it works
  1. The flow triggers when a new project is created in Qwilr.
  2. Zoho Flow creates a new project in Easy Projects.
+

Set up a new project in Easy Projects each time a new project is initiated in Ronin

Ronin + Easy Projects

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Easy Projects when a new project is established in Ronin.

How it works
  1. The flow triggers when a new project is created in Ronin.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects whenever a new project is created in Teamleader

Teamleader + Easy Projects

Reduce discrepancies between project management software and project management tool by auto-syncing project details. This flow will generate a new project in Easy Projects whenever a new project is created in Teamleader.

How it works
  1. The flow triggers when a new project is created in Teamleader.
  2. Zoho Flow creates a new project in Easy Projects.
+

Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM

Wealthbox CRM + Easy Projects

Enable seamless tracking and reporting by auto-creating projects in your project management tool from financial advisor CRM. This flow will generate a new project in Easy Projects whenever a new project is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects whenever a new project is created in Zoho Books

Zoho Books + Easy Projects

Enable seamless tracking and reporting by auto-creating projects in your project management tool from online accounting software. This flow will initiate a new project in Easy Projects when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Easy Projects.
+

Start a new project in Easy Projects whenever a new project is launched in Zoho Invoice

Zoho Invoice + Easy Projects

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Easy Projects whenever a new project is created in Zoho Invoice.

How it works
  1. The flow triggers when a new project is created in Zoho Invoice.
  2. Zoho Flow creates a new project in Easy Projects.

Build your own Easy Projects integrations

Connect Easy Projects with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Easy Projects workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New project message

Triggers when a new message is posted in the selected project

Updated project

Triggers when an existing project is updated

New user

Triggers when a new user is created

New project activity

Triggers when a new activity is created in the selected project

New customer

Triggers when a new customer is created

Updated activity

Triggers when an existing activity is updated

New activity

Triggers when a new activity is created

New time log

Triggers when a time log is created

Updated time log

Triggers when an existing time log is updated

All Actions - Actions are the automated tasks

Create time log

Creates a new time log

Create customer

Creates a new customer

Create activity

Creates a new activity

Post activity message

Posts a new message in an activity

Update user

Updates the details of an existing user

Create User

Creates a new user

Create project

Creates a new project

Post project message

Posts a new message in a project

Update customer

Updates the details of an existing customer

Update activity

Updates an existing activity

Update project

Updates an existing project

Update time log

Updates an existing time log

Fetch time log

Fetches an existing time log by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch project

Fetches an existing project by its unique ID

What is Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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