Bit Form Integration With Zoho Project

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.

Authorization Settings:

First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with the Zoho Project. If you don’t have any form please create a new form. Please follow the screenshots below:

Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Project. Please follow the screenshots below:

Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.

Then copy the Client ID and Client Secret and paste them to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.

Select the required (Portal and Event) from the dropdown. There are six kinds of events. Such as Create Project, Create Milestone, Create Tasklist, Create Task, Create Subtask, Create Issue.

Event

1. Create Project

Select the Create Project event from the dropdown. Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

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.
• Notice: Do not assign project owners as project users.
• 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.

2. Create Milestone

Select the Create Milestone event from the dropdown. Then select a project from the dropdown if you had already an existing project. 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.

Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

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.

3. Create Tasklist

Select the Create Tasklist event from the dropdown. Then select a project from the dropdown if you have already an existing project. 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.

You can also assign a tasklist under a milestone. For this, you have to select a milestone from the dropdown if you had already existing milestone. 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.

Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

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.

4. Create Task

Select the Create Task event from the dropdown. Then select a project from the dropdown if you had already existing project. 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.

You can also assign a task under a milestone. For this, you have to select a milestone from the dropdown if you had already existing milestone. 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.

You can also assign a task under a task list. For this, at first, you have to select a tasklist flag. Then you have to select a tasklist if you had already existing tasklist. If you don’t have any existing task list, you have to create a new task list. To create a new tasklist please follow the above Create Tasklist actions.

Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

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.

5. Create Subtask

Select the Create Subtask event from the dropdown. Then select a project from the dropdown if you already have a project. 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.

To create a subtask you have to select a task from the dropdown if you already have a task. If you don’t have any existing tasks, you have to create a new task. To create a new task please follow the above Create Task actions.

You can also assign a subtask under a task milestone. For this, you have to select a milestone from the dropdown if you already have a milestone. 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.

• You can also assign a subtask under the task of tasklist. For this, at first, you have to select a tasklist flag. There are two types of tasklist flags. One is External and the other is Internal. When you select External if any task remains under this flag all task lists will be shown in the below dropdown. Then you have to select a task list if you already have a task tasklist. If you don’t have any existing task list, you have to create a new task list. To create a new tasklist please follow the above Create Tasklist actions.
• Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

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.

6. Create Issue

Select the Create Issue event from the dropdown. Then select a project from the dropdown if you had already an existing project. 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.

Then map the mandatory field.

You can also create a task under a milestone. For this, you have to select a milestone from the dropdown if you already have a milestone. 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.

Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

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
• Issue Classification
• Issue Module
• Issue Priority
• Issue Attachments
• Issue Tags

Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.

In the end, create a Workflow for triggering the integration. Select the integration that you created before.

You can find all the video tutorials related to Zoho Project here :