Integrate Zoho People with Forecast
Send information between Zoho People and Forecast automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho People and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created or updated
Triggers when a record is created or updated in the selected form
Record approved
Triggers when a record is approved
Record created
Triggers when a new record is created in the selected form
Record updated
Triggers when an existing record is updated
Record canceled
Triggers when a record is canceled
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
Add employee
Adds a new employee
Cancel leave
Cancels an existing leave
Create time log entry
Creates a new time log entry
Create attendance entry
Creates a check-in and/or check-out time entry
Create record
Creates a new record in the selected form
Create announcement
Creates a new announcement
Add case
Adds a new record in the HR cases module
Fetch leave type
Fetches the details of an existing leave type by employee name, ID, or email address
Update project
Updates the details of an existing project
Approve record
Approves the pending records
Reject record
Rejects the pending records
Update time log entry
Updates an existing time log entry
Update record
Updates the details of an existing record
Fetch leave record by leave details
Fetches the details of an existing leave record using date, employee record ID, and leave type ID
Fetch leave record by record ID
Fetches the details of an existing leave record by record ID
Get user availability
Gets the office availability of the specified user
Fetch employee
Fetches the details of an existing employee by email address or employee ID
Fetch time log entry
Fetches the details of an existing time log entry
Fetch record
Fetches the details of an existing record by field value
Fetch announcement
Fetches the details of an existing announcement by ID or search term
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create label
Creates a new label
Create project
Creates a new project
Create time registration
Creates a new time registration
Create client
Creates a new client
Create task
Creates a new task
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
Fetch label
Fetches an existing label by name
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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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
Endless integrations. End to manual work.
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