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Zoho Projects Integration: Comprehensive Project Management Software

Zoho Projects Integration: Zoho Projects is a cloud-based project management solution that helps teams plan, track, collaborate, and achieve project goals. Try our online project management platform for free!

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Using Zoho Project integration with WordPress form builder, you can create (project, milestone, task list, task, subtask) in Zoho Project. You can easily integrate without any coding. This Documentation goes through the configuration process.

Zoho Projects Integration Tutorials

Authorization of Zoho Projects Integration

To set up the Zoho Projects integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho Projects from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Zoho Projects Integration with Bit Form - Set Integration Name

Data Center: Select a Data Center from the drop-down list.

Zoho Projects Integration with Bit Form - Choose Data Center

To get your Zoho Projects Client ID and Client Secret, follow these steps:

  • Access Zoho Developer Console: Go to “Zoho Developer Console“.
  • Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
  • Name your Application: Provide a descriptive name for your application.
  • Gather Integration Details:
    • Go to your integration’s settings page (separate platform).
    • Copy the Homepage URL from the integration settings.
  • Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
  • Gather Authorized Redirect URIs:
    • Still on your integration’s settings page, copy the Authorized Redirect URIs.
  • Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
  • Create Client: Click the “Create” button to finalize the process.
  • Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
  • Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho Projects Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Projects Integration with Bit Form - Authorization is Success

Portal: Select your portal from the drop-down menu.

Zoho Projects Integration with Bit Form - Portal

Event

Integration Settings For Create Project

Event: Select an event from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Project

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Projects. The “Project Title” field is the default and required field in Zoho Projects, so you will need to map your form’s “Project Title” field to this field in Zoho Projects. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Projects Integration with Bit Form - Field Mapping

Create Project Tutorial

Project Actions:

  • Project Owner: By selecting this option you can add a project owner to your project. It’s mandatory to select a project owner for creating a project in the Zoho project.
  • Task Layout: Select a layout for your project. It’s a mandatory action.
  • Project Access: By selecting this option you can change the access control of your project. There are two types of project access. One is Private and the other one is Public. Set the project access to Private if you want the project can be accessed only by the project users in the selected project. If you set it to the Public, the project will be followed and viewed by all the portal users.
  • Project User: You can assign users for your project.
  • Group Name: You can assign a group for your project.
  • Project Tags: You can assign tag names to your project.
Zoho Projects Integration with Bit Form - Create Project  - Actions

note-icon-bit-apps  Note

Do not assign project owners as project users.

Integration Settings For Create Milestone

Event: Select an event from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Milestone

Project: Select a project from the drop-down menu. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.

Zoho Projects Integration with Bit Form - Create Milestone - Select Project

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Projects. The “Milestone Title”, “Start Date” and “End Date” field is the default and required field in Zoho Projects, so you will need to map your form’s “Milestone Title”, “Start Date” and “End Date” field to this field in Zoho Projects.

Zoho Projects Integration with Bit Form - Create Milestone - Field Mapping

Create Milestone Tutorial

Milestone Actions:

  • Milestone Owner: By selecting this option you can add a milestone owner to your project. It’s mandatory to select a milestone owner for creating a milestone in your project.
  • Milestone Flag: Add a Milestone Flag for your milestone. There are two types of milestone flags. One is External and the other is Internal. External milestones will be visible to both the client and project users. Internal milestones will be visible only to the project users. It’s a mandatory action.
  • Milestone Tags: Add a tag for the milestone.
Zoho Projects Integration with Bit Form - Create Milestone- Actions

Integration Settings For Create Tasklist

Event: Select an event from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Tasklist

Project: Select a project from the drop-down menu. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.

Milestone: Select a project from the drop-down menu. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above create milestone actions.

Zoho Projects Integration with Bit Form - Create Tasklist - Milestone

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Projects. The “Tasklist Title” field is the default and required field in Zoho Projects, so you will need to map your form’s “Tasklist Title” field to this field in Zoho Projects.

Zoho Projects Integration with Bit Form - Create Tasklist - Field Mapping

Create Tasklist Tutorial

Tasklist Actions:

  • Tasklist Flag: Add a Tasklist Flag for your milestone. There are two types of tasklist flags. One is External and the other is Internal. The external task list will be visible to both the client and project users. The internal task list will be visible only to the project users. It’s a mandatory action.
  • Tasklist Tag: Add tags for tasklist.
Zoho Projects Integration with Bit Form - Create Tasklist - Actions

Integration Settings For Create Task

Event: Select an event from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Task

Project: Select a project from the drop-down menu. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.

Zoho Projects Integration with Bit Form - Create Task - Project

Milestone: Select a Milestone from the drop-down menu. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above create milestone actions.

Tasklist Flag: Select a Tasklist flag from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Task - Tasklist Flag

Tasklist: Select a Tasklist from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Task - Tasklist

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Projects. The “Task Title” field is the default and required field in Zoho Projects, so you will need to map your form’s “Task Title” field to this field in Zoho Projects. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Projects Integration with Bit Form - Create Task - Field Mapping

Task Actions:

  • Task Owner: Add a Task Owner by selecting this action. It’s a mandatory action.
  • Task Attachments: Add attachments for the task.
  • Task Time log: Select Date Billing Status Enter Hours Set Start & End Time User Notes:
  • Task Recurrence: You can create a task and recreate it anytime using the Recurring functionality in Zoho Projects. When the same set of tasks are repeated after a couple of days, months, and years, you can set it as a recurring task so that it automatically gets recreated after a designated period of time. You can set recurring details for a task while creating or editing a task.
  • Task Remainder: Working on multiple tasks can be tedious and you can lose track of your work. Task reminders can help you stay on top of your work by sending timely emails. With task reminders in Zoho Projects, you don’t miss a single task.
    • Daily: The reminder mail will be sent to task owners daily till the due date.
    • On due date: A reminder mail will be sent to the specified users on or before the due date.
    • Day(s) before the due date: A reminder mail will be sent before the due date based on the day(s) specified.
  • Task Tags: Add tags with the task.
Zoho Projects Integration with Bit Form - Create Task -  Actions

Integration Settings For Create Subtask

Event: Select an event from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Sub Task

Project: Select a project from the drop-down menu. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.

Zoho Projects Integration with Bit Form - Create Sub Task -  Project

Milestone: Select a project from the drop-down menu. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above create milestone actions.

Zoho Projects Integration with Bit Form - Create Sub Task -  Milestone

Tasklist Flag: Select a Tasklist flag from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Sub Task - Taglist Flag

Tasklist: Select a Tasklist from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Sub Task - tasklist

Task: Select a Task from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Sub Task -  Task

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Projects. The “Task Title” field is the default and required field in Zoho Projects, so you will need to map your form’s “Task Title” field to this field in Zoho Projects. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Projects Integration with Bit Form - Create Sub Task - Task - Field Mapping

Create Subtask Tutorial

Subtask Actions:

  • Subtask Owner: Add a Subtask Owner by selecting this action. It’s a mandatory action.
  • Subtask Attachments: Add assignments for subtask.
  • Subtask Tags: Add tags for subtask.
  • Subtask Time Log: Add time log to subtask pushed to Zoho Projects.
  • Subtask Reminder: Add reminder to subtask pushed to Zoho Projects.
Zoho Projects Integration with Bit Form - Create Sub Task - Actions

Integration Settings For Create Issue

Event: Select an event from the drop-down menu.

Zoho Projects Integration with Bit Form - Create Issue

Project: Select a project from the drop-down menu. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.

Zoho Projects Integration with Bit Form - Create Issue - Project

Milestone: Select a project from the drop-down menu. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above create milestone actions.

Zoho Projects Integration with Bit Form - Create Issue - Milestone

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Projects. The “Issue Title” field is the default and required field in Zoho Projects, so you will need to map your form’s “Issue Title” field to this field in Zoho Projects. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Projects Integration with Bit Form - Create Issue - Field Mapping

Create Issue Tutorial

Issue Actions:

  • Issue Owner: By selecting this option you can add an issue owner. It’s mandatory to select an issue owner for creating an issue.
  • Issue Flag: Add an issue Flag for your milestone. There are two types of issue flags. One is External and the other is Internal. The external issue will be visible to both the client and project users. The internal issue will be visible only to the project users. It’s a mandatory action.
  • Issue Followers: Select Issue Followers to add project users to the issue.
  • Issue Severity: Add severity to issue pushed to Zoho Projects.
  • Issue Classification: Add classification to issue pushed to Zoho Projects.
  • Issue Module: Add module to issue pushed to Zoho Projects.
  • Issue Priority: Add priority to issue pushed to Zoho Projects.
  • Issue Attachments: Add attachments to issue pushed to Zoho Projects.
  • Issue Time Log: Add time log to issue pushed to Zoho Projects.
  • Issue Reminder: Add reminder to issue pushed to Zoho Projects.
  • Issue Tags: Add tags to issue pushed to Zoho Projects.
Zoho Projects Integration with Bit Form - Create Issue - Actions

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Zoho Projects Integration with Bit Form - Finish and Save
Zoho Projects Integration with Bit Form - Integration is Success

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho Projects API“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.

Zoho Projects Integration with Bit Form - Responses
Zoho Projects Integration with Bit Form - Integration Log
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