Zoho Projects

Getting Started with Zoho Projects

The Zoho Projects modules allow you to monitor, list, get, create, update, or delete projects, milestones, tasklists, tasks, bugs, forums, events, and documents in your Zoho Projects account.

Prerequisites

  • A Zoho Projects account

In order to use Zoho Projects with Integromat, it is necessary to have a Zoho Projects account. If you do not have one, you can create a Zoho Projects account at www.zoho.com/projects.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Zoho Projects to Integromat

1. Open Integromat and the Create a connection dialog of the desired Zoho Projects module.

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2. Enter the name for the connection and select the Region. Click Continue.

3. After you click the Continue button, Integromat redirects you to the Zoho website where you will be prompted to grant Integromat access to your account.

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4. Confirm the dialog by clicking the Accept button.

The connection has been established.

Watch Projects

ConnectionEstablish a connection to your Zoho Projects account
Portal IDSelect the Portal ID whose projects you want to watch.
Watch

Select which kind of project updates you want to watch for:

  • Created Date
  • Updated Date
LimitThe maximum number of projects Integromat should return during one scenario execution cycle. 

List Projects

Gets all the projects in the portal for the logged in user.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID whose projects you want to watch.
Search By

Select how you want to list the projects:

  • Project Groups
  • Projects
LimitThe maximum number of projects Integromat should return during one scenario execution cycle.

Get Project

List the details of the project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID whose project you want to retrieve.
Project IDSelect the Project ID of the project you want to retrieve.

Create Project

Creates a new project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID where you want to create a project.
NameEnter a name for the new project.
DescriptionEnter the details of the project.
Start DateEnter the start date of the project.
End DateEnter the end date of the project.
Owner IDSelect the owner of the project.
Custom Field IDSelect the value for custom field.
Strict Project

Select whether this project is strict:

  • Yes
  • No
Budget ID

Select the budget type for the project:

  • None
  • Based on Amount
  • Based on Hours

Update Project

Updates the project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID where you want to create a project.
NameSelect a new name for the project.
DescriptionEnter new details of the project.
Start DateSelect a new begin date for the project.
End DateSelect a new end date of the project.
Owner IDSelect the new owner of the project.
Custom Field IDSelect the new value for custom field.
Strict Project

Select whether this project is strict:

  • Yes
  • No
Budget ID

Select the new budget type for the project to update:

  • None
  • Based on Amount
  • Based on Hours

Delete Project

Deletes the project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID whose projects you want to delete.
Project IDSelect the Project ID to be deleted.

List Project Activities

Lists all the recent activities of a project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID whose projects activities you want to retrieve.
Project IDSelect the Project ID whose activities you want to retrieve.
LimitThe maximum number of records Integromat should return during one scenario execution cycle.

Milestones

Watch Milestones

Triggers when a new milestone is created.

ConnectionEstablish a connection to your Zoho Projects account.
Portal IDSelect the Portal ID whose projects milestones you want to watch.
Project IDSelect the Project ID whose milestones you want to watch.
Watch

Select what kind of milestone updates you want to watch for the project:

  • Created Date
  • Updated Date
LimitThe maximum number of milestones Integromat should return during one scenario execution cycle.

List Milestones

Gets all the milestones in a given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose milestones you want to list.
Project IDSelect the Project ID whose milestones you want to list.
Status

Select the status of the milestones:

  • All
  • Completed
  • Not Completed
Display Type

Select the way you want to display the milestones:

  • All
  • Upcoming
  • Delayed
Flag

Select the milestone with the specific flag:

  • All
  • Internal
  • External
LimitThe maximum number of milestones Integromat should return during one scenario execution cycle. 

Get Milestone

Gets the details of a milestone.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose milestone you want to retrieve.
Project IDSelect the Project ID whose milestone you want to retrieve.
Milestone IDSelect the Milestone ID you want to retrieve.

Create Milestone

Creates a new milestone in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project that you want to create a milestone.
Project IDSelect the Project ID that you want to create a milestone for.
OwnerSelect the owner of the milestone.
NameSelect a name for the milestone.
Start DateSelect the start date of the milestone.
End DateSelect the end date of the milestone.
Flag

Select the flag of the milestone:

  • Internal
  • External

Update Milestone

Updates the milestone in a given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose milestone you want to update.
Project IDSelect the Project ID whose milestone you want to update.
Milestone IDSelect the Milestone ID to be updated.
OwnerSelect a new owner for the milestone.
NameSelect a new name for the milestone.
Start DateSelect the start date of the milestone.
End DateSelect the end date of the milestone.
Flag

Select a new flag for the milestone:

  • Internal
  • External

Delete Milestone

Deletes a milestone in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose milestone you want to delete.
Project IDSelect the Project ID whose milestone you want to delete.
Milestone IDSelect the Milestone ID to be deleted.

Tasklists

Watch Tasklists

Triggers when a new tasklist is created.

ConnectionEstablish a connection to your Zoho Projects account.
Portal IDSelect the Portal ID of the project whose  tasklists you want to watch.
Project IDSelect the Project ID whose tasklists you want to watch.
Flag

Select the flag of the tasklist you want to watch:

  • Internal
  • External
Watch

Select which kind of tasklist update you want to watch for in the project:

  • Created Date
  • Updated Date
LimitThe maximum number of tasklists Integromat should return during one scenario execution cycle.

List Tasklists

Gets all tasklists in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose tasklists you want to list.
Project IDSelect the Project ID whose tasklists you want to list.
Milestone IDSelect the Milestone ID whose tasklist you want to list.
Flag

Select the flag of the tasklist you want to list:

  • Internal
  • External
LimitThe maximum number of tasklists Integromat should return during one scenario execution cycle.

Create Tasklist

Creates a new tasklist in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the projects that you want to create a tasklist.
Project IDSelect the Project ID that you want to create a tasklist.
NameSelect or enter a name for the tasklist.
Flag

Select the flag of the tasklist:

  • Internal
  • External
Milestone IDSelect the Milestone ID of the tasklist.

Update Tasklist

Updates a tasklist in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose tasklist you want to update.
Project IDSelect the Project ID whose tasklist you want to update.
Tasklist IDSelect the tasklists you want to update.
Milestone IDSelect the Milestone ID of the tasklist.
NameEnter a new name for the tasklist.
Flag

Select the flag of the tasklist:

  • Internal
  • External
Status

Select the status of the tasklist:

  • Active
  • Completed

Delete Tasklist

Deletes a tasklist in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose tasklist you want to delete.
Project IDSelect the Project ID whose tasklist you want to delete.
Tasklist IDSelect the tasklist you want to delete.

Tasks

Watch Tasks

Triggers when a new task is created.

ConnectionEstablish a connection to your Zoho Projects account.
Portal IDSelect the Portal ID of the project whose tasks you want to watch.
Project IDSelect the Project ID whose tasks you want to watch.
Flag

Select the flag of the task you want to watch:

  • Internal
  • External
Watch

Select which kind of task update you want to watch for in the project:

  • Created Date
  • Updated Date
Limit

The maximum number of tasks Integromat should return during one scenario execution cycle.

List Tasks

Gets all tasks in the given project. It fetches only the main tasks and not the subtasks.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose tasks you want to list.
Project IDSelect the Project ID whose tasks you want to list.
Milestone IDSelect the Milestone ID of the tasks you want to list.
Tasklist IDSelect the Tasklist ID of the task you want to list.
OwnerSelect the owner of the tasks you want to be list.
Created BySelect the member who created the task that you want to list.
Status

Select the status of task you want to list:

  • Completed
  • Not Completed
Time

Select the time period of the task you want to list:

  • Overdue
  • Today
  • Tomorrow
Priority

Select the priority of the task you want to list:

  • None
  • Low
  • Medium
  • High
Sort Column

Select the column by which you want sort the task:

  • Created Time
  • Last Modified Time
Sort Order

Select the order in which you want the tasks to be listed:

  • Ascending Order
  • Descending Order
Last Modified Time Select the time for when a task was last modified.
LimitThe maximum number of tasks Integromat should return during one scenario execution cycle.

Get Task

Gets the details of the task.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose task you want to retrieve.
Project IDSelect the Project ID whose task you want to retrieve.
Task IDSelect the Task ID of the task you want to retrieve.

Create Task

Creates a new task in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project you want to create a task.
Project IDSelect the Project ID whose tasks you want to create.
Person ResponsibleSelect the owner for the task.
NameSelect or enter the name for the task.
Tasklist IDSelect the Tasklist ID for the task.
Start DateSelect the start date of the task.
End DateSelect the end date of the task.
Duration Type

Select the duration of the task:

  • Days
  • Hrs
Priority

Select the priority of the task:

  • None
  • Low
  • Medium
  • High
DescriptionEnter the information about the task.
Work Type

Select the work type allocation of the task:

  • Work Hours Per Day
  • Work in Percentage
  • Work Hours
ReminderSelect the reminder for the task. You can select reminders in days, daily or same day. You can select reminders for maximum of 30 days.
Recurrence Frequency

Select the recurrence for reminders about the task:

  • Daily
  • Weekly
  • Monthly
  • Yearly
Time span

Select or enter the time span based on which the task occurs.

The time span must be greater than 1 and less than 15.

Number of OccurrencesSelect the number of occurrences of the task occurs again.
Recur Task CommentsEnter any additional information for the recurrence of the task.
File Name
Enter the file name if you are uploading a file for the task.
DataMap the file you want to upload from the previous module (e.g. Dropbox > Get a file), or enter the file name and file data manually.

Update Task

Updates the task in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the projects whose task you want to update.
Project IDSelect the Project ID whose task you want to update.
Task IDSelect the Task ID you want to update.
Person ResponsibleSelect a new owner of the task.
NameSelect a new name for the task.
Tasklist IDSelect the Tasklist ID for the task.
Start and End DateSelect a new start and end date of the task.
Duration Type

Select a new duration type of the task:

  • Days
  • Hrs
Priority

Select a new priority for the task:

  • None
  • Low
  • Medium
  • High
DescriptionEnter new information about the task.
Percent CompleteSelect the percentage of completion of the task.
Work Type

Select the work type allocation of the task:

  • Work Hours Per Day
  • Work in Percentage
  • Work Hours
ReminderSelect the new reminder for the task to update. You can select reminders in days, daily or on sameday. You can select reminders for a maximum of 30 days.
Recurring Frequency

Select the recurrence for reminders about the task:

  • Daily
  • Weekly
  • Monthly
  • Yearly
Time Span

Select or enter the time span based on which the task occurs.

The time span must be greater than 1 and less than 15.

Number of OccurrencesSelect the number of occurrences of the task that occurs again.
Recur Task CommentsEnter any additional information for the recurrence of the task.
File Name
Enter the file name if you are uploading a file for the task.
DataMap the file you want to upload from the previous module (e.g. Dropbox > Get a file), or enter the file name and file data manually.

Reorder Task

Reorders the task in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose tasks you want to reorder.
Project IDSelect the Project ID whose task you want to reorder.
Task IDSelect the Task ID that you want to reorder.
Previous Task IDSelect the Previous Task ID that needs to be reordered.
New Task IDSelect the New Task ID with which the task needs to be reordered.

Delete Task

Deletes the tasks in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose tasks you want to delete.
Project IDSelect the Project ID whose task you want to delete.
Task IDSelect the Task ID whose task you want to delete.

List Subtasks

Lists all the subtask in the given task.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose subtasks you want to list.
Project IDSelect the Project ID whose subtask you want to list.
Task IDSelect the Task ID whose subtasks you want to list.
LimitThe maximum number of subtasks Integromat should return during one scenario execution cycle.

Create Subtask

Create the subtask in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project you want to create a subtask. 
Project IDSelect the Project ID that you want to create a subtask. 
Task IDSelect the Task ID that you want to create a subtask. 
Persons ResponsibleSelect the assignee for the subtask.
NameEnter a name for the new subtask.
Start DateEnter the subtask start date.
End DateEnter the subtask end date.
Duration Type

Select the duration type of the subtask:

  • Days
  • Hrs
Priority

Select the priority of the subtask:

  • None
  • Low
  • Medium
  • High
DescriptionEnter the description for the subtask.
ReminderSelect the reminder for the subtask. You can select reminders in days, daily or  same day. You can select reminders for maximum of 30 days.

Time Logs

Watch Time logs

Triggers when a new time log is created.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose time logs you want to watch.
Project IDSelect the Project ID whose time logs you want to watch.
Watch

Select which kind of time log updates you want to watch for:

  • Created Date
  • Updated Date
Limit

The maximum number of time logs Integromat should return during one scenario execution cycle.

List Time Logs

Lists all the time logs in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Search

Select the option to filter the time logs:

  • All
  • My Time Logs
  • By Task
Portal ID

Select the Portal ID of the project whose time logs you want to list.

Project IDSelect the Project ID whose time logs you want to list. 
Users ListSelect the users whose time logs you want to list.
View Type

Select the way you want to list the time logs:

  • Day
  • Week
  • Month
Date

Select the date to list the time logs.

Billing Status

Select the billing status of the time log you want to list:

  • Billable
  • Non Billable
Component Type

Select the type of activity of the time log you want to list:

  • Task
  • Bug
  • General
Approval Status

Select the approval status of the time log you want to list.

  • Approved
  • Pending
  • Rejected
LimitThe maximum number of time logs Integromat should return during one scenario execution cycle.

Create Time Log

Creates the time log to a task.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose task time log you want to create.
Project IDSelect the Project ID whose task time log you want to create. 
Task IDSelect the Task ID for which you want to create the time log.
Date and Time

Select the date and time for the task to create the time log.

The given date should be in the range between the start and end date of the project entity. Also, time logging is not allowed for future dates (only past ~ present date)

OwnerSelect the owner of the task.
Bill Status

Select the billing status of the task.

  • Billable
  • Non Billable
NotesEnter any information about the task time log.

BUG

Watch Bugs

Triggers when a new bug/issue is created.

ConnectionEstablish a connection to your Zoho Projects account
Portal IDSelect the Portal ID of the project whose bugs you want to watch.
Project IDSelect the Project ID whose bugs you want to watch.
Watch

Select which kind of bug updates you want to watch for:

  • Created Date
  • Updated Date
Limit

The maximum number of records Integromat should return during the execution of one complete scenario.

List Bugs

Lists all the bugs in the given project.

ConnectionEstablish a connection to your Zoho Projects account
Portal IDSelect the Portal ID of the project whose bugs you want to list.
Project IDSelect the Project ID whose all the bugs you want to list.
Status Type

Select the status type of the bugs you want to list:

  • Open
  • Closed
Sort Column

Select the option to sort the bugs by columns:

  • Created Time
  • Last Modified Time
Sort Order

Select the order in which you want to list the bug:.

  • Ascending Order
  • Descending Order
Flag

Select the flag of the bug you want to list:

  • Internal
  • External
Status

Select the status of the bug you want to list:

  • Open
  • In Progress
  • To be Tested
  • Closed
Severity

Select the severity of the bug you want to list:

  • Show Stopper
  • Critical
  • Major
  • Minor
Classification

Select a classification of the bug from the following predefined options:

  • Security
  • Crash/Hand
  • Data Loss
  • Performance
  • UI/Usability
  • Other bug
  • Feature (New)
ModuleSelect the Module ID of the project whose bugs you want to list.
MilestoneSelect a milestone of the bug that you want to list.
Affected MilestoneSelect the affected milestone of the bug that you want to list.
LimitThe maximum number of bugs Integromat should return during one scenario execution cycle.

Get Bug

Gets details of the bug.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID of the project whose bugs you want to retrieve.
Project IDSelect the Project ID whose bugs you want to retrieve.
Bug IDSelect the Bug IDs of the bugs you want to retrieve details.

Create Bug

Creates a bug in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID to select the project for creating the bug.
Project IDSelect or enter the Project ID where you want to create the bug. 
TitleEnter a new title for the bug.
DescriptionEnter a new description for the bug.
AssigneeSelect a member to assign the bug.
Flag

Select a flag for the bug:

  • Internal
  • External
Classification

Select a classification for the bug from the following predefined options:

  • Security
  • Crash/Hand
  • Data Loss
  • Performance
  • UI/Usability
  • Other bug
  • Feature (New)
  • Enhancement
Milestone IDSelect a milestone for the bug.
Due DateSelect a due date by which the bug must be resolved or fixed.
Severity

Select the severity according to the bug:

  • Show Stopper
  • Critical
  • Major
  • Minor
Reproducible

Select the frequency in which the bug is reproducible:

  • Always
  • Sometimes
  • Rarely
  • Unable
  • Never Tried
  • Not Applicable
Affected Milestone IDSelect the affected Milestone ID for these bugs.

Update Bug

Updates a bug in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect the Portal ID to select the project for updating the bug.
Project IDSelect or enter the Project ID whose bug you want to update. 
TitleEnter a new title for the bug.
DescriptionEnter a new description for the bug.
AssigneeSelect a member to assign the bug.
Flag

Select a new flag for the bug:

  • Internal
  • External
Classification

Select a new classification for the bug from the following predefined options:

  • Security
  • Crash/Hand
  • Data Loss
  • Performance
  • UI/Usability
  • Other bug
  • Feature (New)
  • Enhancement
Milestone IDSelect a Milestone ID for the bug.
Due DateSelect a new due date by which the bug must be resolved or fixed.
Severity

Select the new severity of the bug to update:

  • Show Stopper
  • Critical
  • Major
  • Minor
Reproducible

Select the new frequency in which the bug is reproducible:

  • Always
  • Sometimes
  • Rarely
  • Unable
  • Never Tried
  • Not Applicable
Affected Milestone ID Select the new affected milestone ID.

Delete Bug

Delete a bug in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose bugs you want to delete.
Project IDSelect the project ID whose bugs you want to delete. 
Bug IDSelect or enter all the bug IDs you want to delete.

Event

List Events

List all the events in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose event you want to retrieve.
Project IDSelect or enter the Project ID whose events you want to list.
Status

Select the status of the events:

  • Open
  • Closed
LimitThe maximum number of events Integromat should return during one scenario execution cycle. 

Create Event

Creates an event in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project where you want to create the event. 
Project IDSelect or enter the Project ID where you want to create the event. 
TitleEnter the title of the event.
DateSelect the date when the event begins. The format is MM-DD-YYYY.
Duration HourSelect the duration of the event in hours.
Duration MinuteSelect the event duration in minutes.
ParticipantsEnter the participant's name for this event.
Remind BeforeYou can set a reminder to trigger on time or before 15 minutes or 30 minutes or in hours.
RepeatSelect the number of recurrences for the reminder. You can select to have reminders repeated every hour, every day, every week, every month, or every year.
Number of Times RepeatSelect the number of times you want to have reminders triggered before the event starts. Select a value between 2 to 10.
LocationSelect or enter the location of the event.

Update Event

Update an event in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose event you want to update. 
Project IDSelect or enter the Project ID whose event you want to update.
Event IDSelect or enter the Event ID that you want to update.
TitleEnter a new title of the event.
DateSelect a new date when the event begins. The format is MM-DD-YYYY.
Duration HourSelect the event duration in hours.
Duration MinuteSelect the event duration in minutes.
ParticipantsSelect new participants to update.
Remind BeforeSet a new reminder to trigger on time, before 15 minutes, before 30 minutes, or in hours.
RepeatSelect the number of recurrences for the reminder. You can select to have reminders repeated every hour, every day, every week, every month, or every year.
Number of Times RepeatSelect the number of times you want to have reminders triggered before the event starts. Select a value between 2 to 10.
LocationEnter a new location for the event.

Delete Event

Deletes an event in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose event you want to delete.
Project IDSelect or enter the Project ID whose event you want to delete.
Event IDSelect the Event ID of the event you want to delete.

Forum

List Forums

List all the forums in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose forums you want to list.
Project IDSelect the Project ID whose forums you want to list.
CategorySelect the category of the forums you want to list.
LimitThe maximum number of forums Integromat should return during one scenario execution cycle.

Get Forum

Fetches the details of the forum.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose forum you want to list.
Project IDSelect the Project ID whose forum you want to retrieve.
Forum IDSelect the Forum ID whose details you want to retrieve.

Create Forum

Create a forum in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project where you want to create a forum. 
Project IDSelect the Project ID where you want to create a forum.
NameEnter a new name for the forum post.
Content BodyEnter the content for the forum post.
CategorySelect the category of the forum post.
Type

Select the type of the forum post:

  • Q&A
  • Discussion
Sticky Post

Select yes to post the forum as a sticky:

  • Yes
  • No
  • Not Defined
Announcement

Select if the forum post is an announcement:

  • Yes
  • No

Update Forum

Updates a forum in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose forum you want to update.
Project IDSelect the Project ID whose forum you want to update.
Forum IDSelect the Forum ID you want to update.
NameEnter a new name for the forum post.
Content BodyEnter the content for the forum post.
CategorySelect the category of the forum post.
Type

Select the type of the forum post:

  • Q&A
  • Discussion
Sticky Post

Select yes to post the forum as a sticky:

  • Yes
  • No
  • Not Defined
Announcement

Select if the forum post is an announcement:

  • Yes
  • No
  • Not defined

Delete Forum

Deletes a forum in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose forum you want to delete.
Project IDSelect the Project ID whose forum you want to delete.
Forum IDSelect the Forum ID you want to delete.

Add Forum Category

Adds a forum category.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID where you want to add a project forum category.
Project IDSelect the Project ID where you want to add the forum category.
Category NameEnter a new name for the forum category.

Document

Watch Documents

Triggers when a new document is added.

ConnectionEstablish a connection to your Zoho Projects account
Portal IDSelect the Portal ID of the project whose documents you want to watch.
Project IDSelect the Project ID whose documents you want to watch.
Watch

Select what kind of document updates you want to watch for:

  • Created Date
  • Updated Date
Limit

The maximum number of documents Integromat should return during the execution of one complete scenario.

List Documents

List all the documents in the given project.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose documents you want to list.
Project IDSelect the Project ID whose documents you want to list.
Folder IDSelect the Folder ID whose documents you want to list
Sort Column

Select the column by which the documents needs to be sorted:

  • Date Order
  • Kind
  • Name
Sort Order

Select the order in which you want to list the documents:

  • Ascending
  • Descending
Category

Select the category of the documents to be listed:

  • All
  • Documents
  • Spreadsheets
  • Presentations
  • PDF
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LimitThe maximum number of documents Integromat should return during one scenario execution cycle. 

Get Document

Fetches the details of the document.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose documents you want to list.
Project IDSelect the Project ID whose document details you want to list.
Resource IDSelect the document whose details you want to list.

Add Document

Adds a document in the folder.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project you want to add documents. 
Project IDSelect the Project ID that you want to add documents.
Source File

Specify the file you want to add to the folder. 

File Name
Enter the file name. E.g. document.pdf

Data
Enter or map the file data. The file can be mapped from the previous module (E.g. Dropbox > Get a File or Google Drive > Get a File).

Folder IDSelect the Folder ID in which the documents need to be added.
Notify ToSelect the members to be notified on adding the document.

Delete Document

Deletes the document.

ConnectionEstablish a connection to your Zoho Projects account.  
Portal IDSelect or enter the Portal ID of the project whose document you want to delete.
Project IDSelect the Project ID whose document you want to delete.
Resource ID
Select the document name to delete.

Other

Make an API Call

 

Make an API Call

Allows you to perform a custom API call.

ConnectionEstablish a connection to your Zoho Projects account.
URL

Enter a path relative to https://projectsapi.zoho.com/restapi/. E.g. portal/<Portal_ID>/projects/. 

For the list of available endpoints, refer to the Zoho Projects API documentation.
  1. Expand the "Zoho Projects" menu item in the left side menu.
  2. Choose an entity you would like to work with.

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Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List Projects

The following API call returns all projects from your Zoho Projects portal:

2019-09-19_12_00_08-Integration_Zoho_Invoice___Integromat.png

Matches of the search can be found in the module's Output under BundleBodyprojects.
In our example, 2 projects were returned:

2019-09-19_12_01_02-Integration_Zoho_Invoice___Integromat.png

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