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Integrate Zoho Inventory with Zoho Projects
Send information between Zoho Inventory and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create a task in Zoho Projects each time a new order is made in Zoho Inventory
Zoho Inventory + Zoho Projects
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Build your own integrations between Zoho Inventory and Zoho Projects
Connect Zoho Inventory and Zoho Projects with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Inventory and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Purchase receive created
Triggers when a new purchase receive is created
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Customer payment updated
Triggers when a payment made by a customer is updated
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Item updated
Triggers when the details of an existing item are updated
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Invoice created
Triggers when a new invoice is created
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Vendor payment updated
Triggers when the details of an existing vendor payment is updated
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Custom module entry created
Triggers when a new custom module entry is created
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Item group created
Triggers when a new item group is created
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Customer payment received
Triggers when a new payment is made by a customer
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Purchase receive updated
Triggers when the details of an existing purchase receive are updated
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Inventory adjustment made
Triggers when a new inventory adjustment is made
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Package updated
Triggers when the details of an existing package are updated
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Transfer order updated
Triggers when the details of an existing transfer order are updated
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Category created
Triggers when a new category is created
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Transfer order created
Triggers when a new transfer order is created
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Vendor created
Triggers when a new vendor is created
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Bill updated
Triggers when the details of an existing bill are updated
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Bill created
Triggers when a new bill is created
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Shipment created
Triggers when a new shipment is created
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Credit note created
Triggers when a new credit note is created
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Item created
Triggers when a new item is created
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Sales order updated
Triggers when the details of an existing sales order are updated
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Customer created
Triggers when a new customer is created
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Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
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Purchase order created
Triggers when a new purchase order is created
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Shipment updated
Triggers when the details of an existing shipment are updated
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Bundle created
Triggers when a new bundle is created
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Customer updated
Triggers when the details of an existing customer are updated
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Retainer invoice created
Triggers when a new retainer invoice is created
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Sales order created
Triggers when a new sales order is created
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Credit note updated
Triggers when the details of an existing credit note are updated
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Sales return made
Triggers when a new sales return is made
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Invoice updated
Triggers when the details of an existing invoice are updated
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Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
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Purchase order updated
Triggers when the details of an existing purchase order are updated
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Vendor payment received
Triggers when a vendor payment is made
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Task created
Triggers when a new task is created
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Custom module entry updated
Triggers when the details of an existing module entry are updated
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Package created
Triggers when a new package is created
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Task list created
Triggers when a new task list is created
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Task updated in project
Triggers when the details of an existing task are updated in the selected project
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Bug submitted
Triggers when a new bug/issue is submitted
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Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
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Overdue task in project
Triggers when a task in the selected project becomes overdue
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Task created in project
Triggers when a new task is created in the selected project
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Comment added
Triggers when a new comment is added to the selected task
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Milestone created
Triggers when a new milestone is created
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Task list completed
Triggers when a task list is marked as completed
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Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
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Event created
Triggers when a new event is created
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Milestone created in a portal
Triggers when a new milestone is created in the selected portal
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Milestone completed
Triggers when a milestone is marked as completed
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Task created
Triggers when a new task is created in the selected portal
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Task completed
Triggers when a task is completed in the selected portal
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Project updated
Triggers when the details of an existing project are updated
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Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
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Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
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Project comment added
Triggers when a new comment is added in the selected project
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Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create transfer order
Creates a new transfer order
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Create category
Creates a new category
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Create sales order
Creates a new sales order
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Create sales return
Creates a new sales return
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Create contact person
Creates a new contact person
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Record customer payment
Records the details of a customer payment
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Create shipment order
Creates a new shipment order
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Create invoice
Creates a new invoice
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Create custom module entry
Creates a new custom module entry
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Add comment
Adds a new comment to an existing module
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Send purchase order
Sends a purchase order to the specified email addresses
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Create bundle
Creates a new bundle
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Add address
Adds a new address
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Create customer
Creates a new customer
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Create sales return receive
Creates a new sales return receive
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Mark shipment as delivered
Marks the specified shipment as delivered
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Create purchase receive
Creates a new purchase receive
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Create package
Creates a new package
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Create vendor
Creates a new vendor
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Create retainer invoice
Creates a new retainer invoice
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Create purchase order
Creates a new purchase order
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Create credit note
Creates a new credit note
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Create inventory adjustment
Creates a new inventory adjustment
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Record vendor payment
Records the details of a vendor payment
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Create item
Creates a new item
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Create warehouse
Creates a new warehouse
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Create bill
Creates a new bill
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Mark transfer order as received
Marks the specified transfer order as received
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Update invoice
Updates the details of an existing invoice
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Update customer
Updates the details of an existing customer
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Update bill
Updates the details of an existing bill
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Update item status
Updates the status of an existing item
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Update sales order status
Updates the status of an existing sales order
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Send sales order
Sends a sales order to the specified email addresses
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Update vendor
Updates the details of an existing vendor
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Update item
Updates the details of an existing item
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Send credit note
Sends a credit note to the specified email addresses
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Update warehouse
Updates the details of an existing warehouse
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Update custom module entry
Updates the details of a existing custom module entry
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Update category
Updates the details of an existing category
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Update bill status
Updates the status of an existing bill
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Update address
Updates the details of an existing address
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Send invoice
Sends an invoice to the specified email addresses
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Update contact person
Updates the details of an existing contact person
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Update purchase order status
Updates the status of an existing purchase order
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Update sales order
Updates the details of an existing sales order
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Update credit note
Updates the details of an existing credit note
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Update invoice status
Updates the status of an existing invoice
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Update credit note status
Updates the status of an existing credit note
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Update purchase order
Updates the details of an existing purchase order
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Update retainer invoice
Updates the details of an existing retainer invoice
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Fetch task
Fetches the details of an existing task
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Fetch item group
Fetches the details of an existing item group
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Fetch vendor
Fetches the details of an existing vendor
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Fetch sales return
Fetches the details of an existing sales return
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Fetch transfer order
Fetches the details of an existing transfer order
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Fetch sales order
Fetches the details of an existing sales order
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Fetch bill
Fetches the details of an existing bill
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Fetch package
Fetches the details of an existing package
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Fetch customer
Fetches the details of an existing customer
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Convert sales order to invoice
Converts an existing sales order to an invoice
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Fetch purchase order
Fetches the details of an existing purchase order
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Fetch shipment
Fetches the details of an existing shipment
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Fetch custom module entry
Fetches the details of an existing custom module entry
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Fetch purchase receive
Fetches the details of an existing purchase receive
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Fetch user
Fetches the details of an existing user
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Fetch item
Fetches the details of an existing item
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Fetch retainer invoice
Fetches the details of an existing retainer invoice
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Fetch credit note
Fetches the details of an existing credit note
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Fetch warehouse
Fetches the details of an existing warehouse
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Fetch invoice
Fetches the details of an existing invoice
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Fetch contact person
Fetches the details of an existing contact person
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Add existing client company to a project
Adds an existing client company to a project
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Create comment in project
Creates a new comment in the selected project
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Add followers to task
Adds the specified users as followers to an existing task
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Create task list
Creates a new task list
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Create subtask
Creates a new subtask in the selected task
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Add comment to bug
Adds a new comment to the selected bug
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Create event
Creates a new event
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Create milestone
Creates a new milestone
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Add user to project
Adds a user to the selected project
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Create project
Creates a new project
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Create issue time log
Creates a time log for the selected issue
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Add comment
Adds a comment to the selected task
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Create time log for task
Creates a time log for the selected task
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Create task
Creates a new task
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Submit bug
Submits a new bug/issue
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Add client to project
Adds a client to the selected project
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Add client company
Creates a new client company
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Create general time log
Creates a general time log for the selected project
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Update task list
Updates the details of a task list using its ID
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Update issue time log
Updates the details of an existing issue time log
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Update task or subtask
Updates the task or subtask details for the specified ID
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Update task time log
Updates the details of an existing task time log
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Update bug
Updates the details of an existing bug/issue
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Update general time log
Updates the details of an existing general time log
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Complete milestone
Completes an existing milestone
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Update project
Updates the details of an existing project
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Update client company
Updates the details of an existing client company
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Fetch bug in project
Fetches the details of an existing bug/task in the selected project
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Fetch project status
Fetches the status of a project by name
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Fetch task status
Fetches the status of an existing task by task name
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Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
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Fetch clients in a project
Fetches the clients associated with the selected project
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Fetch milestone
Fetch the details of an existing milestone by search term
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Fetch user
Fetches the details of an existing user by email address or user ID
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Fetch time log
Fetches the details of an existing time log by bill status and owner
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Fetch milestone by ID
Fetches the details of an existing milestone by ID
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Fetch project - By search term
Fetches the details of an existing project by search term
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Fetch task list
Fetches the details of an existing task list by name
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Fetch task
Fetches the details of an existing task by name
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Fetch project - By ID
Fetches the details of an existing project by ID
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Fetch CRM deals
Fetch the CRM deals associated with the selected project
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Fetch tag
Fetches the specified tag using name
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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.
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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