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 Make, 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.

Connecting Zoho Projects to Make

1. Open Make 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, Make redirects you to the Zoho website where you will be prompted to grant Make access to your account.

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4. Confirm the dialog by clicking the Accept button.

The connection has been established.

Projects

Triggers when a new project is created.

Required Permissions: ZohoProjects.projects.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select 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

Limit

The maximum number of projects Make should return during one scenario execution cycle.

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

Required Permissions: ZohoProjects.projects.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID whose projects you want to watch.

Search By

Select how you want to list the projects:

  • Project Groups

  • Projects

Limit

The maximum number of projects Make should return during one scenario execution cycle.

List the details of the project.

Required Permissions: ZohoProjects.projects.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID whose project you want to retrieve.

Project ID

Select the Project ID of the project you want to retrieve.

Creates a new project.

Required Permissions: ZohoProjects.users.READ, ZohoProjects.projects.CREATE, ZohoProjects.projects.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID where you want to create a project.

Name

Enter a name for the new project.

Description

Enter the details of the project.

Start Date

Enter the start date of the project.

End Date

Enter the end date of the project.

Owner ID

Select the owner of the project.

Custom Field ID

Select 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

Updates the project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.projects.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID where you want to create a project.

Name

Select a new name for the project.

Description

Enter new details of the project.

Start Date

Select a new begin date for the project.

End Date

Select a new end date of the project.

Owner ID

Select the new owner of the project.

Custom Field ID

Select 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

Deletes the project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.projects.DELETE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID whose projects you want to delete.

Project ID

Select the Project ID to be deleted.

Lists all the recent activities of a project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.activities.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID whose projects activities you want to retrieve.

Project ID

Select the Project ID whose activities you want to retrieve.

Limit

The maximum number of records Make should return during one scenario execution cycle.

Milestones

Triggers when a new milestone is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID whose projects milestones you want to watch.

Project ID

Select 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

Limit

The maximum number of milestones Make should return during one scenario execution cycle.

Gets all the milestones in a given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

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

Project ID

Select 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

Limit

The maximum number of milestones Make should return during one scenario execution cycle.

Gets the details of a milestone.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose milestone you want to retrieve.

Project ID

Select the Project ID whose milestone you want to retrieve.

Milestone ID

Select the Milestone ID you want to retrieve.

Creates a new milestone in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.milestones.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project that you want to create a milestone.

Project ID

Select the Project ID that you want to create a milestone for.

Owner

Select the owner of the milestone.

Name

Select a name for the milestone.

Start Date

Select the start date of the milestone.

End Date

Select the end date of the milestone.

Flag

Select the flag of the milestone:

  • Internal

  • External

Updates the milestone in a given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.users.READ, ZohoProjects.milestones.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose milestone you want to update.

Project ID

Select the Project ID whose milestone you want to update.

Milestone ID

Select the Milestone ID to be updated.

Owner

Select a new owner for the milestone.

Name

Select a new name for the milestone.

Start Date

Select the start date of the milestone.

End Date

Select the end date of the milestone.

Flag

Select a new flag for the milestone:

  • Internal

  • External

Deletes a milestone in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.milestones.DELETE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose milestone you want to delete.

Project ID

Select the Project ID whose milestone you want to delete.

Milestone ID

Select the Milestone ID to be deleted.

Tasklists

Triggers when a new tasklist is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasklists.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose tasklists you want to watch.

Project ID

Select 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

Limit

The maximum number of tasklists Make should return during one scenario execution cycle.

Gets all tasklists in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.tasklists.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

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

Project ID

Select the Project ID whose tasklists you want to list.

Milestone ID

Select the Milestone ID whose tasklist you want to list.

Flag

Select the flag of the tasklist you want to list:

  • Internal

  • External

Limit

The maximum number of tasklists Make should return during one scenario execution cycle.

Creates a new tasklist in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.tasklists.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the projects that you want to create a tasklist.

Project ID

Select the Project ID that you want to create a tasklist.

Name

Select or enter a name for the tasklist.

Flag

Select the flag of the tasklist:

  • Internal

  • External

Milestone ID

Select the Milestone ID of the tasklist.

Updates a tasklist in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasklists.READ, ZohoProjects.milestones.READ, ZohoProjects.tasklists.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose tasklist you want to update.

Project ID

Select the Project ID whose tasklist you want to update.

Tasklist ID

Select the tasklists you want to update.

Milestone ID

Select the Milestone ID of the tasklist.

Name

Enter a new name for the tasklist.

Flag

Select the flag of the tasklist:

  • Internal

  • External

Status

Select the status of the tasklist:

  • Active

  • Completed

Deletes a tasklist in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasklists.READ, ZohoProjects.tasklists.DELETE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose tasklist you want to delete.

Project ID

Select the Project ID whose tasklist you want to delete.

Tasklist ID

Select the tasklist you want to delete.

Tasks

Triggers when a new task is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose tasks you want to watch.

Project ID

Select 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 Make should return during one scenario execution cycle.

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

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasklists.READ, ZohoProjects.milestones.READ, ZohoProjects.tasks.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

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

Project ID

Select the Project ID whose tasks you want to list.

Milestone ID

Select the Milestone ID of the tasks you want to list.

Tasklist ID

Select the Tasklist ID of the task you want to list.

Owner

Select the owner of the tasks you want to be list.

Created By

Select 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.

Limit

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

Gets the details of the task.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose task you want to retrieve.

Project ID

Select the Project ID whose task you want to retrieve.

Task ID

Select the Task ID of the task you want to retrieve.

Creates a new task in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasklists.READ, ZohoProjects.tasks.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project you want to create a task.

Project ID

Select the Project ID whose tasks you want to create.

Person Responsible

Select the owner for the task.

Name

Select or enter the name for the task.

Tasklist ID

Select the Tasklist ID for the task.

Start Date

Select the start date of the task.

End Date

Select 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

Description

Enter the information about the task.

Work Type

Select the work type allocation of the task:

  • Work Hours Per Day

  • Work in Percentage

  • Work Hours

Reminder

Select 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 Occurrences

Select the number of occurrences of the task occurs again.

Recur Task Comments

Enter any additional information for the recurrence of the task.

File Name

Enter the file name if you are uploading a file for the task.

Data

Map 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.

Updates the task in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.users.READ, ZohoProjects.tasklists.READ, ZohoProjects.tasks.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the projects whose task you want to update.

Project ID

Select the Project ID whose task you want to update.

Task ID

Select the Task ID you want to update.

Person Responsible

Select a new owner of the task.

Name

Select a new name for the task.

Tasklist ID

Select the Tasklist ID for the task.

Start and End Date

Select 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

Description

Enter new information about the task.

Percent Complete

Select 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

Reminder

Select 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 Occurrences

Select the number of occurrences of the task that occurs again.

Recur Task Comments

Enter any additional information for the recurrence of the task.

File Name

Enter the file name if you are uploading a file for the task.

Data

Map 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.

Reorders the task in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.tasks.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose tasks you want to reorder.

Project ID

Select the Project ID whose task you want to reorder.

Task ID

Select the Task ID that you want to reorder.

Previous Task ID

Select the Previous Task ID that needs to be reordered.

New Task ID

Select the New Task ID with which the task needs to be reordered.

Deletes the tasks in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.tasks.DELETE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose tasks you want to delete.

Project ID

Select the Project ID whose task you want to delete.

Task ID

Select the Task ID whose task you want to delete.

Lists all the subtask in the given task.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

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

Project ID

Select the Project ID whose subtask you want to list.

Task ID

Select the Task ID whose subtasks you want to list.

Limit

The maximum number of subtasks Make should return during one scenario execution cycle.

Create the subtask in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.users.READ, ZohoProjects.tasks.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project you want to create a subtask.

Project ID

Select the Project ID that you want to create a subtask.

Task ID

Select the Task ID that you want to create a subtask.

Persons Responsible

Select the assignee for the subtask.

Name

Enter a name for the new subtask.

Start Date

Enter the subtask start date.

End Date

Enter 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

Description

Enter the description for the subtask.

Reminder

Select 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

Triggers when a new time log is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.timesheets.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

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

Project ID

Select 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 Make should return during one scenario execution cycle.

Lists all the time logs in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasks.READ, ZohoProjects.timesheets.READ

Connection

Establish 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 ID

Select the Project ID whose time logs you want to list.

Users List

Select 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

Limit

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

Creates the time log to a task.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasks.READ, ZohoProjects.timesheets.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose task time log you want to create.

Project ID

Select the Project ID whose task time log you want to create.

Task ID

Select 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)

Owner

Select the owner of the task.

Bill Status

Select the billing status of the task.

  • Billable

  • Non Billable

Notes

Enter any information about the task time log.

Bugs

Triggers when a new bug/issue is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose bugs you want to watch.

Project ID

Select 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 Make should return during the execution of one complete scenario.

Lists all the bugs in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.milestones.READ, ZohoProjects.bugs.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

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

Project ID

Select 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)

Module

Select the Module ID of the project whose bugs you want to list.

Milestone

Select a milestone of the bug that you want to list.

Affected Milestone

Select the affected milestone of the bug that you want to list.

Limit

The maximum number of bugs Make should return during one scenario execution cycle.

Gets details of the bug.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose bugs you want to retrieve.

Project ID

Select the Project ID whose bugs you want to retrieve.

Bug ID

Select the Bug IDs of the bugs you want to retrieve details.

Creates a bug in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.bugs.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID to select the project for creating the bug.

Project ID

Select or enter the Project ID where you want to create the bug.

Title

Enter a new title for the bug.

Description

Enter a new description for the bug.

Assignee

Select 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 ID

Select a milestone for the bug.

Due Date

Select 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 ID

Select the affected Milestone ID for these bugs.

Updates a bug in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ, ZohoProjects.users.READ, ZohoProjects.milestones.READ, ZohoProjects.bugs.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID to select the project for updating the bug.

Project ID

Select or enter the Project ID whose bug you want to update.

Title

Enter a new title for the bug.

Description

Enter a new description for the bug.

Assignee

Select 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 ID

Select a Milestone ID for the bug.

Due Date

Select 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 a bug in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ, ZohoProjects.bugs.DELETE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose bugs you want to delete.

Project ID

Select the project ID whose bugs you want to delete.

Bug ID

Select or enter all the bug IDs you want to delete.

Event

List all the events in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose event you want to retrieve.

Project ID

Select or enter the Project ID whose events you want to list.

Status

Select the status of the events:

  • Open

  • Closed

Limit

The maximum number of events Make should return during one scenario execution cycle.

Creates an event in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ, ZohoProjects.users.READ, ZohoProjects.events.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project where you want to create the event.

Project ID

Select or enter the Project ID where you want to create the event.

Title

Enter the title of the event.

Date

Select the date when the event begins. The format is MM-DD-YYYY.

Duration Hour

Select the duration of the event in hours.

Duration Minute

Select the event duration in minutes.

Participants

Enter the participant's name for this event.

Remind Before

You can set a reminder to trigger on time or before 15 minutes or 30 minutes or in hours.

Repeat

Select 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 Repeat

Select the number of times you want to have reminders triggered before the event starts. Select a value between 2 to 10.

Location

Select or enter the location of the event.

Update an event in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ, ZohoProjects.users.READ, ZohoProjects.events.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose event you want to update.

Project ID

Select or enter the Project ID whose event you want to update.

Event ID

Select or enter the Event ID that you want to update.

Title

Enter a new title of the event.

Date

Select a new date when the event begins. The format is MM-DD-YYYY.

Duration Hour

Select the event duration in hours.

Duration Minute

Select the event duration in minutes.

Participants

Select new participants to update.

Remind Before

Set a new reminder to trigger on time, before 15 minutes, before 30 minutes, or in hours.

Repeat

Select 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 Repeat

Select the number of times you want to have reminders triggered before the event starts. Select a value between 2 to 10.

Location

Enter a new location for the event.

Deletes an event in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ, ZohoProjects.events.DELETE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose event you want to delete.

Project ID

Select or enter the Project ID whose event you want to delete.

Event ID

Select the Event ID of the event you want to delete.

Forum

List all the forums in the given project.

Required Permissions: ZohoProjects.forums.READ, ZohoProjects.projects.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose forums you want to list.

Project ID

Select the Project ID whose forums you want to list.

Category

Select the category of the forums you want to list.

Limit

The maximum number of forums Make should return during one scenario execution cycle.

Fetches the details of the forum.

Required Permissions: ZohoProjects.forums.READ, ZohoProjects.projects.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose forum you want to list.

Project ID

Select the Project ID whose forum you want to retrieve.

Forum ID

Select the Forum ID whose details you want to retrieve.

Create a forum in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.forums.READ, ZohoProjects.forums.CREATE, ZohoProjects.users.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project where you want to create a forum.

Project ID

Select the Project ID where you want to create a forum.

Name

Enter a new name for the forum post.

Content Body

Enter the content for the forum post.

Category

Select 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

Updates a forum in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.forums.READ, ZohoProjects.forums.UPDATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose forum you want to update.

Project ID

Select the Project ID whose forum you want to update.

Forum ID

Select the Forum ID you want to update.

Name

Enter a new name for the forum post.

Content Body

Enter the content for the forum post.

Category

Select 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

Deletes a forum in the given project.

Required Permissions: ZohoProjects.forums.DELETE, ZohoProjects.forums.READ, ZohoProjects.projects.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose forum you want to delete.

Project ID

Select the Project ID whose forum you want to delete.

Forum ID

Select the Forum ID you want to delete.

Adds a forum category.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.forums.READ, ZohoProjects.forums.CREATE

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID where you want to add a project forum category.

Project ID

Select the Project ID where you want to add the forum category.

Category Name

Enter a new name for the forum category.

Document

Triggers when a new document is added.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.documents.READ, ZohoPC.files.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select the Portal ID of the project whose documents you want to watch.

Project ID

Select 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 Make should return during the execution of one complete scenario.

List all the documents in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.documents.READ, ZohoPC.files.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose documents you want to list.

Project ID

Select the Project ID whose documents you want to list.

Folder ID

Select 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

  • Images

  • Audios

  • Videos

Limit

The maximum number of documents Make should return during one scenario execution cycle.

Fetches the details of the document.

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose documents you want to list.

Project ID

Select the Project ID whose document details you want to list.

Resource ID

Select the document whose details you want to list.

Adds a document in the folder.

Required Permissions: ZohoProjects.documents.CREATE, ZohoProjects.documents.READ, ZohoPC.files.CREATE, ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoPC.files.READ

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project you want to add documents.

Project ID

Select the Project ID that you want to add documents.

Source File

Specify the file you want to add to the folder.

File NameEnter the file name. E.g. document.pdf

DataEnter 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 ID

Select the Folder ID in which the documents need to be added.

Notify To

Select the members to be notified on adding the document.

Deletes the document.

Connection

Establish a connection to your Zoho Projects account.

Portal ID

Select or enter the Portal ID of the project whose document you want to delete.

Project ID

Select the Project ID whose document you want to delete.

Resource ID

Select the document name to delete.

Other

Allows you to perform a custom API call.

Connection

Establish 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.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

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

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

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