Integrate Holded with Zoho Projects

Send information between Holded and Zoho Projects automatically, without writing any code, using Zoho Flow.

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Create a new task in Zoho Projects each time a new task is created in Holded

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Zoho Projects each time a new task is created in Holded.

How it works
  1. The flow triggers when a new task is created in Holded.
  2. Zoho Flow creates a new task in Zoho Projects.
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Create a new task in Zoho Projects each time a new task is created in Holded

Holded + Zoho Projects

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

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will start a new project in Zoho Projects whenever a new project is launched 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 Zoho Projects.
+

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

Holded + Zoho Projects

Build your own integrations between Holded and Zoho Projects

Connect Holded and Zoho Projects with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Holded and Zoho Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Contact created

Triggers when a new contact is created

Payment created

Triggers when a new payment is created

Service created

Triggers when a new service is created

Contact group created

Triggers when a new contact group is created

Product created

Triggers when a new product is created

Warehouse created

Triggers when a new warehouse is created

Task updated in project

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

Project updated

Triggers when the details of an existing project are updated

Milestone created

Triggers when a new milestone is created

Overdue task or subtask in portal

Triggers when a task or subtask in the selected portal becomes overdue

Task created in project

Triggers when a new task is created in the selected project

Bug updated

Triggers when the details of an existing bug/issue are updated

Milestone completed in a portal

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

Milestone completed

Triggers when a milestone is marked as completed

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Task or subtask updated

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

Project comment added

Triggers when a new comment is added in the selected project

Task completed

Triggers when a task is completed in the selected portal

Project created

Triggers when a new project is created

Milestone updated

Triggers when a milestone is updated in a project

Bug submitted in project

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

Task list created

Triggers when a new task list is created

Task created

Triggers when a new task is created in the selected portal

Milestone updated in a portal

Triggers when a milestone is updated in a portal

Comment added

Triggers when a new comment is added to the selected task

Event created

Triggers when a new event is created

Task list completed

Triggers when a task list is marked as completed

Bug submitted

Triggers when a new bug/issue is submitted

Overdue task in project

Triggers when a task in the selected project 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

Create product

Creates a new product

Create task

Creates a new task

Create contact

Creates a new contact

Create warehouse

Creates a new warehouse

Create document

Creates a new document

Create employee

Creates a new employee

Create payment

Creates a new payment

Create project

Creates a new project

Create service

Creates a new service

Create sales channel

Creates a new sales channel

Create contact group

Creates a new contact group

Update warehouse

Updates the details of an existing warehouse

Update project

Updates the details of an existing project

Update document

Updates the details of an existing document

Update contact group

Updates the details of an existing contact group

Update employee

Updates the details of an existing employee

Update sales channel

Updates the details of an existing sales channel

Update contact

Updates the details of an existing contact

Update service

Updates the details of an existing service

Fetch document

Fetches the details of an existing document using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch product

Fetches the details of an existing product using ID

Fetch service

Fetches the details of an existing service using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch task

Fetches the details of an existing task using ID

Fetch project

Fetches the details of an existing project using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Add client company

Creates a new client company

Add user to project

Adds a user to the selected project

Create comment in project

Creates a new comment in the selected project

Create general time log

Creates a general time log for the selected project

Add client to project

Adds a client to the selected project

Add existing client company to a project

Adds an existing client company to a project

Create milestone

Creates a new milestone

Create issue time log

Creates a time log for the selected issue

Create subtask

Creates a new subtask in the selected task

Submit bug

Submits a new bug/issue

Create task

Creates a new task

Create project

Creates a new project

Associate project with a team

Associates a project with the selected team

Add comment

Adds a comment to the selected task

Add comment to bug

Adds a new comment to the selected bug

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 followers to task

Adds the specified users as followers to an existing task

Approve timelog

Approves a general timelog

Update bug

Updates the details of an existing bug/issue

Complete milestone

Completes an existing milestone

Update task time log

Updates the details of an existing task time log

Approve task timelog

Approves a task timelog

Update task list

Updates the details of a task list using its ID

Update issue time log

Updates the details of an existing issue time log

Update project

Updates the details of an existing project

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 task or subtask

Updates the details of an existing task or subtask for the specified ID

Fetch task

Fetches the details of an existing task by name

Fetch time log

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

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch user

Fetches the details of an existing user by email address or user ID

Fetch task list

Fetches the details of an existing task list by name

Fetch task status

Fetches the status of an existing task by task name

Fetch bug in project

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

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch project status

Fetches the status of a project by name

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 Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

CRM

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.

Project Management Zoho

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.

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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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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 inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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