

Integrate Zoho Inventory with Zoho Projects
Send information between Zoho Inventory and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create a task in Zoho Projects each time a new order is made in Zoho Inventory
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Zoho Projects whenever an order is created in Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new task in Zoho Projects.


Create a task in Zoho Projects each time a new order is made in Zoho Inventory
Zoho Inventory + Zoho Projects

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Supported triggers and actions
Integrate Zoho Inventory and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Transfer order updated
Triggers when the details of an existing transfer order are updated

Sales order created
Triggers when a new sales order is created

Custom module entry updated
Triggers when the details of an existing module entry are updated

Credit note created
Triggers when a new credit note is created

Sales return made
Triggers when a new sales return is made

Purchase receive created
Triggers when a new purchase receive is created

Invoice created
Triggers when a new invoice is created

Purchase receive updated
Triggers when the details of an existing purchase receive are updated

Package created
Triggers when a new package is created

Bundle created
Triggers when a new bundle is created

Customer updated
Triggers when the details of an existing customer are updated

Shipment updated
Triggers when the details of an existing shipment are updated

Task created
Triggers when a new task is created

Purchase order created
Triggers when a new purchase order is created

Custom module entry created
Triggers when a new custom module entry is created

Bill created
Triggers when a new bill is created

Invoice updated
Triggers when the details of an existing invoice are updated

Inventory adjustment updated
Triggers when an existing inventory adjustment is updated

Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated

Customer created
Triggers when a new customer is created

Shipment created
Triggers when a new shipment is created

Purchase order updated
Triggers when the details of an existing purchase order are updated

Transfer order created
Triggers when a new transfer order is created

Retainer invoice created
Triggers when a new retainer invoice is created

Item created
Triggers when a new item is created

Package updated
Triggers when the details of an existing package are updated

Category created
Triggers when a new category is created

Vendor payment updated
Triggers when the details of an existing vendor payment is updated

Customer payment received
Triggers when a new payment is made by a customer

Sales order updated
Triggers when the details of an existing sales order are updated

Credit note updated
Triggers when the details of an existing credit note are updated

Item group created
Triggers when a new item group is created

Item updated
Triggers when the details of an existing item are updated

Customer payment updated
Triggers when a payment made by a customer is updated

Bill updated
Triggers when the details of an existing bill are updated

Vendor created
Triggers when a new vendor is created

Inventory adjustment made
Triggers when a new inventory adjustment is made

Vendor payment received
Triggers when a vendor payment is made

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

Create inventory adjustment
Creates a new inventory adjustment

Create package
Creates a new package

Create item
Creates a new item

Create bill
Creates a new bill

Create shipment order
Creates a new shipment order

Add comment
Adds a new comment to an existing module

Create custom module entry
Creates a new custom module entry

Create retainer invoice
Creates a new retainer invoice

Create vendor
Creates a new vendor

Create warehouse
Creates a new warehouse

Create credit note
Creates a new credit note

Create purchase receive
Creates a new purchase receive

Record vendor payment
Records the details of a vendor payment

Create category
Creates a new category

Create transfer order
Creates a new transfer order

Create bundle
Creates a new bundle

Send purchase order
Sends a purchase order to the specified email addresses

Create customer
Creates a new customer

Add address
Adds a new address

Create invoice
Creates a new invoice

Create sales return
Creates a new sales return

Create sales order
Creates a new sales order

Mark shipment as delivered
Marks the specified shipment as delivered

Create sales return receive
Creates a new sales return receive

Record customer payment
Records the details of a customer payment

Create contact person
Creates a new contact person

Create purchase order
Creates a new purchase order

Send invoice
Sends an invoice to the specified email addresses

Update purchase order
Updates the details of an existing purchase order

Update purchase order status
Updates the status of an existing purchase order

Mark transfer order as received
Marks the specified transfer order as received

Send credit note
Sends a credit note to the specified email addresses

Update sales order status
Updates the status of an existing sales order

Update invoice status
Updates the status of an existing invoice

Update bill
Updates the details of an existing bill

Update credit note
Updates the details of an existing credit note

Update customer
Updates the details of an existing customer

Update credit note status
Updates the status of an existing credit note

Update category
Updates the details of an existing category

Update invoice
Updates the details of an existing invoice

Update address
Updates the details of an existing address

Update custom module entry
Updates the details of a existing custom module entry

Update contact person
Updates the details of an existing contact person

Update retainer invoice
Updates the details of an existing retainer invoice

Update vendor
Updates the details of an existing vendor

Send sales order
Sends a sales order to the specified email addresses

Update item
Updates the details of an existing item

Update warehouse
Updates the details of an existing warehouse

Update item status
Updates the status of an existing item

Update sales order
Updates the details of an existing sales order

Update bill status
Updates the status of an existing bill

Fetch custom module entry
Fetches the details of an existing custom module entry

Fetch shipment
Fetches the details of an existing shipment

Fetch bill
Fetches the details of an existing bill

Fetch retainer invoice
Fetches the details of an existing retainer invoice

Fetch item
Fetches the details of an existing item

Fetch user
Fetches the details of an existing user

Fetch purchase receive
Fetches the details of an existing purchase receive

Fetch warehouse
Fetches the details of an existing warehouse

Fetch credit note
Fetches the details of an existing credit note

Fetch sales return
Fetches the details of an existing sales return

Fetch task
Fetches the details of an existing task

Fetch sales order
Fetches the details of an existing sales order

Fetch customer
Fetches the details of an existing customer

Fetch purchase order
Fetches the details of an existing purchase order

Convert sales order to invoice
Converts an existing sales order to an invoice

Fetch item group
Fetches the details of an existing item group

Fetch transfer order
Fetches the details of an existing transfer order

Fetch package
Fetches the details of an existing package

Fetch vendor
Fetches the details of an existing vendor

Fetch contact person
Fetches the details of an existing contact person

Fetch invoice
Fetches the details of an existing invoice

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 Inventory?
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.
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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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