Integrate Salesforce with Zoho Projects
Send information between Salesforce and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create tasks in Zoho Projects as tasks are initiated in Salesforce
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Zoho Projects when a new task is created in Salesforce.
How it works
- The flow triggers when a new task is created in Salesforce.
- Zoho Flow creates a new task in Zoho Projects.
Create tasks in Zoho Projects as tasks are initiated in Salesforce
Salesforce + Zoho Projects
Create a new task in Zoho Projects when a new order is created in Salesforce
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Zoho Projects whenever an order is created in Salesforce.
How it works
- The flow triggers when a new order is created in Salesforce.
- Zoho Flow creates a new task in Zoho Projects.
Create a new task in Zoho Projects when a new order is created in Salesforce
Salesforce + Zoho Projects
Build your own integrations between Salesforce and Zoho Projects
Connect Salesforce and Zoho Projects with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Case updated
Triggers when a case is updated
Task list created
Triggers when a new task list is created
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Bug submitted
Triggers when a new bug/issue is submitted
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task created in project
Triggers when a new task is created in the selected project
Comment added
Triggers when a new comment is added to the selected task
Milestone created
Triggers when a new milestone is created
Task list completed
Triggers when a task list is marked as completed
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Event created
Triggers when a new event is created
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Task created
Triggers when a new task is created in the selected portal
Task completed
Triggers when a task is completed in the selected portal
Project updated
Triggers when the details of an existing project are updated
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Project comment added
Triggers when a new comment is added in the selected project
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create solution
Creates a new solution
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create campaign
Creates a new campaign
Create case
Creates a new case
Create note
Creates a new note
Create account
Creates a new account
Create product
Creates a new product
Create event
Creates a new event
Create order
Creates a new order
Create task
Creates a new task
Create contact
Creates a new contact
Create lead
Creates a new lead
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Add existing client company to a project
Adds an existing client company to a project
Create comment in project
Creates a new comment in the selected project
Add followers to task
Adds the specified users as followers to an existing task
Create task list
Creates a new task list
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Create event
Creates a new event
Create milestone
Creates a new milestone
Add user to project
Adds a user to the selected project
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Create time log for task
Creates a time log for the selected task
Create task
Creates a new task
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create general time log
Creates a general time log for the selected project
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 task or subtask
Updates the task or subtask details for the specified ID
Update task time log
Updates the details of an existing task time log
Update bug
Updates the details of an existing bug/issue
Update general time log
Updates the details of an existing general time log
Complete milestone
Completes an existing milestone
Update project
Updates the details of an existing project
Update client company
Updates the details of an existing client company
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project status
Fetches the status of a project by name
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 clients in a project
Fetches the clients associated with the selected project
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 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 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 task
Fetches the details of an existing task by name
Fetch project - By ID
Fetches the details of an existing project by ID
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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
