Bonsai + Zoho Projects

Bonsai + Zoho Projects integrations

Create new tasks in Bonsai for each new project in Zoho Projects

Ensure every new project in Zoho Projects gets the attention it deserves by instantly creating a task in Bonsai. This efficient workflow eliminates the need for manual data entry, reducing the risk of errors and saving you valuable time. Stay organized and productive with all project details accessible in Bonsai, for a smooth, hassle-free experience.

When this happens...
New ProjectTrigger when a new project is created.
TriggerPolling
automatically do this!
Create TaskCreates a new task in Bonsai
ActionWrite

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More things you can do with Zoho Projects and Bonsai

Discover other triggers and actions you can use with Zoho Projects and Bonsai

- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Users
  Required
- Time
  Required
- Date
  Required
- Billing Status
  Required
- Task/Bug
  Required
Trigger
Polling
Try It
New Project
Trigger when a new project is created.
Trigger
Polling
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- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Bug Title
  Required
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write

- Project Name
  Required
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- Project
  Required
- Task List Name
  Required
- Flag
Action
Write

- Project
  Required
- Folder
- File
  Required
Action
Write
- Enter Search Key
  Required
Action
Search
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It
- Contact Name
  Required
- Contact Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project ID
  Required
- Task Template Name
  Required
- Task List Name
Action
Write

- Project
  Required
- Folder
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Status
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Log Name
  Required
- Notes
- Date
  Required
- Billing Status
  Required
- Hours
  Required
Action
Write
- Project
  Required
- Milestone Name
  Required
- Who Is Responsible?
  Required
- Milestone Flag
  Required
Action
Write
- Project
  Required
- Task List
- Task Name
  Required
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project Id
  Required
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Owner Name
  Required
Action
Search
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Learn moreLearn moreHelpHelp

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About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Learn moreLearn moreHelpHelp

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Project Management

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