Integrate Zoho Projects with Zoho Notebook

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

Explore prebuilt integration flows to get started

[esc]

Create notebooks in Zoho Notebook for new projects in Zoho Projects

This flow creates a notebook in Zoho Notebook for every new project added in Zoho Projects so you can easily record the key details of all your projects.


How it works
1.  A new project is added in Zoho Projects.

2. Zoho Flow creates a notebook in Zoho Notebook.
+

Create notebooks in Zoho Notebook for new projects in Zoho Projects

Zoho Projects + Zoho Notebook

Build your own integrations between Zoho Projects and Zoho Notebook

Connect Zoho Projects and Zoho Notebook 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 Zoho Projects and Zoho Notebook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task completed

Triggers when a task is completed in the selected portal

Task created in project

Triggers when a new task is created in the selected project

Milestone completed

Triggers when a milestone is marked as completed

Task or subtask updated

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

Project created

Triggers when a new project is created

Project updated

Triggers when the details of an existing project are updated

Milestone completed in a portal

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

Overdue task in project

Triggers when a task in the selected project becomes overdue

Task created

Triggers when a new task is created in the selected portal

Milestone created

Triggers when a new milestone is created

Project comment added

Triggers when a new comment is added in the selected project

Task updated in project

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

Overdue task or subtask in portal

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

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

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

Comment added

Triggers when a new comment is added to the selected task

Task list created

Triggers when a new task list is created

Bug submitted

Triggers when a new bug/issue is submitted

Notecard updated

Triggers when an existing notecard is updated

Notecard created

Triggers when a new notecard is created in the selected notebook

Notebook created

Triggers when a new notebook is created

All Actions - Actions are the automated tasks

Add client to project

Adds a client to the selected project

Add user to project

Adds a user to the selected project

Add comment

Adds a comment to the selected task

Create subtask

Creates a new subtask in the selected task

Add comment to bug

Adds a new comment to the selected bug

Submit bug

Submits a new bug/issue

Create milestone

Creates a new milestone

Add followers to task

Adds the specified users as followers to an existing task

Create task

Creates a new task

Create issue time log

Creates a time log for the selected issue

Create comment in project

Creates a new comment in the selected project

Add existing client company to a project

Adds an existing client company to a project

Create task list

Creates a new task list

Create event

Creates a new event

Create general time log

Creates a general time log for the selected project

Create time log for task

Creates a time log for the selected task

Create project

Creates a new project

Add client company

Creates a new client company

Update bug

Updates the details of an existing bug/issue

Update client company

Updates the details of an existing client company

Update general time log

Updates the details of an existing general time log

Update task or subtask

Updates the task or subtask details for the specified ID

Update issue time log

Updates the details of an existing issue time log

Complete milestone

Completes an existing milestone

Update task time log

Updates the details of an existing task time log

Update project

Updates the details of an existing project

Update task list

Updates the details of a task list using its ID

Fetch project status

Fetches the status of a project by name

Fetch task list

Fetches the details of an existing task list 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 bug in project

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

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 clients in a project

Fetches the clients associated with the selected project

Fetch task

Fetches the details of an existing task by name

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 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 user in portal

Fetches the details of a user in the selected portal using email address

Fetch tag

Fetches the specified tag using name

Create notecard

Creates a new notecard in the selected notebook

Share notecard

Shares an existing notecard with the specified email address

Create notebook

Creates a new notebook

Create collection

Creates a new collection

Share notebook

Shares an existing notebook with the specified email address

Update notebook

Update the details of an existing notebook

Move notecards to collection

Moves an existing notecard to the collection

Move notecards to another notebook

Moves an existing notecard to another notebook

Fetch notebook by name

Fetches the details of a notebook using name

Fetch notebook by ID

Fetches the details of a notebook using ID

Fetch notecard

Fetches the details of a notecard by search term

Fetch notecard by ID

Fetches the details of a notecard using its unique ID

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

What is Zoho Notebook?

Zoho Notebook is a note taking tool that lets you take notes, create checklists, and even save audio files. You can move between views, choose a cover image for each of your notebooks, and rearrange notes to suit your needs.

Notes 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.

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 >

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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY