Connect Zoho Books and Zoho Projects integrations
Connect Zoho Books and Zoho Projects with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Zoho Books and Zoho Projects to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Watch for bill.
Watch for customer.
Watch for estimate.
Watch for expense.
Watch for Invoice.
Watch for item.
Watch for customer payment.
Triggers when a purchase order is created.
Triggers by a sales order workflow.
Triggers by a vendor workflow.
Adds a document in the folder.
Adds the forum category.
Creates a bug in the given project.
Creates an event in the given project.
Creates a forum in the given project.
Creates a new milestone in the given project.
Creates a new project.
Creates the subtask in the given project.
Creates a new task in the given project.
Creates a new tasklist in the given project.
Creates the time log to a task.
Delete a bug in the given project.
Deletes the document.
Deletes an event in the given project.
Deletes a forum in the given project.
Deletes the milestone in the given project.
Deletes the project.
Deletes the tasks in the given project.
Deletes the tasklist in the given project.
Gets the details of the bug.
Fetches the details of the document.
Gets the details of a forum.
Gets all the details of the milestone.
Lists all the details of the project.
Gets all the details for the task.
Performs an arbitrary authorized API call.
Reorders the tasks in the given project.
Updates a bug in the given project.
Update an event in the given project.
Updates a forum in the given project.
Updates the milestone int the given project.
Updates the project.
Updates the task in the given project.
Updates the tasklist in the given project.
Lists all the bugs in the given project.
Lists all the documents in the given project.
Lists all the events in the given project.
Lists all the forums in the given project.
Gets all the milestones in the given project.
Lists all the recent activities of the project.
Gets all the projects in the portal for the logged in user.
Lists all the subtasks of the given task.
Gets all the tasklists in the given project.
Gets all the tasks in the given project. It fetches only the main tasks and not the subtasks.
Lists all the time logs in the given project.
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Build your Zoho Books and Zoho Projects integrations.
Create custom Zoho Books and Zoho Projects workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a document in the folder.
Adds the forum category.
Adds an attachment to a bill.
Adds an attachment to a sales order.
Adds an attachment to an invoice.
Creates a bug in the given project.
Creates an event in the given project.
Creates a forum in the given project.
Creates a new milestone in the given project.
Popular Zoho Books and Zoho Projects workflows.
Looking to get more out of Zoho Books and Zoho Projects? With Make you can visually integrate Zoho Books and Zoho Projects into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Zoho Books vendors from a Google Sheets spreadsheet
Import your list of vendors from a Google Sheets spreadsheet and Make will automatically create a vendor contact in Zoho Books for each row. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1GP9tpQ-R8yKY0BM3Pgs-svt4C7vW0j0LcnqT-ZwumQ0/edit?ts=5e4f0895#gid=0).
TRY IT ->Create Delesign projects for new projects in Zoho Projects
Make will watch your Zoho Projects projects at regular intervals and create identical Delesign projects.
TRY IT ->Create Toggl projects from new Zoho Projects
Make will watch for new projects in Zoho Projects at regular intervals and create projects in Toggl using information retrieved.
TRY IT ->Create Todoist projects from new Zoho Projects
Make will watch for new projects in Zoho Projects at regular intervals and create projects in Todoist using information retrieved.
TRY IT ->Create Zoho Projects bugs from new JIRA issues
Every time there is a new issue in your JIRA Cloud Platform, Make will automatically create a bug in a specified Zoho Project.
TRY IT ->Create Zoho Projects tasks from new Trello cards
Make will watch for new cards in a specified Trello board at regular intervals and create tasks in a specified Zoho Project.
TRY IT ->Send Telegram messages for new Zoho Projects tasks
Make will watch for new tasks in a specified project in Zoho Projects at regular intervals and send a message to a selected Telegram channel/chat.
TRY IT ->Create Trello cards from new Zoho Projects tasks
Make will watch for new tasks in Zoho Projects at regular intervals and create cards on a specified Trello board using information retrieved.
TRY IT ->Create ClickUp tasks from new Zoho Projects tasks
Make will watch for new tasks in a specified project in Zoho Projects at regular intervals and create a task in a specified ClickUp folder.
TRY IT ->
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