Integrate LionDesk with Zoho Projects

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

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Set up a new task in Zoho Projects whenever a new task is initiated in LionDesk

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Zoho Projects every time a new task is added in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in Zoho Projects.
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Set up a new task in Zoho Projects whenever a new task is initiated in LionDesk

LionDesk + Zoho Projects

Build your own integrations between LionDesk and Zoho Projects

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Supported triggers and actions

Integrate LionDesk and Zoho Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

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

Task completed

Triggers when a task is completed in the selected portal

Milestone completed in a portal

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

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Overdue task or subtask in portal

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

Project updated

Triggers when the details of an existing project are updated

Overdue task in project

Triggers when a task in the selected project becomes overdue

Milestone created

Triggers when a new milestone is created

Task list completed

Triggers when a task list is marked as completed

Task or subtask updated

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

Bug submitted

Triggers when a new bug/issue is submitted

Project comment added

Triggers when a new comment is added in the selected project

Task created

Triggers when a new task is created in the selected portal

Task updated in project

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

Event created

Triggers when a new event is created

Project created

Triggers when a new project is created

Milestone completed

Triggers when a milestone is marked as completed

Task created in project

Triggers when a new task is created in the selected project

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches an existing contact

Add existing client company to a project

Adds an existing client company to a project

Create task list

Creates a new task list

Add followers to task

Adds the specified users as followers to an existing task

Create comment in project

Creates a new comment in the selected project

Create milestone

Creates a new milestone

Create event

Creates a new event

Add comment to bug

Adds a new comment to the selected bug

Create subtask

Creates a new subtask in the selected task

Add comment

Adds a comment to the selected task

Create issue time log

Creates a time log for the selected issue

Create project

Creates a new project

Add user to project

Adds a user to the selected project

Add client to project

Adds a client to the selected project

Submit bug

Submits a new bug/issue

Create task

Creates a new task

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

Add client company

Creates a new client company

Update task time log

Updates the details of an existing task time log

Update task or subtask

Updates the task or subtask details for the specified ID

Update client company

Updates the details of an existing client company

Update project

Updates the details of an existing project

Complete milestone

Completes an existing milestone

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

Update general time log

Updates the details of an existing general time log

Update bug

Updates the details of an existing bug/issue

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch task in project

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

Fetch task status

Fetches the status of an existing task by task name

Fetch time log

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

Fetch user

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

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 milestone by ID

Fetches the details of an existing milestone by ID

Fetch CRM deals

Fetch the CRM deals associated with 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 task list

Fetches the details of an existing task list by name

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 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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

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

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Webhook triggers

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Logic

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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

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CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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