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Quickly connect Easy Project to Zoho Books with a Zapier template.

Our most popular template

Create Easy Project real budget expenses from new Zoho Books expenses
Details
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Zoho Books + Easy Project
Create Easy Project real budget incomes from new Zoho Books paid sales invoice
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Zoho Books + Easy Project

Create Easy Project real budget expenses from new Zoho Books expenses

Zoho Books + Easy Project

Create Easy Project real budget incomes from new Zoho Books paid sales invoice

Zoho Books + Easy Project

How Zapier works

Zapier makes it easy to integrate Easy Project with Zoho Books - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Project" from Easy Project.

Add your action

An action happens after the trigger—such as "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects Easy Project and Zoho Books, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Easy Project to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Easy Project and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Name
  Required
- Run on
  Required
- Project
Trigger
Instant
Try It
- Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Write
- Project
- Issue
- User
- Activity
  Required
- Hours
  Required
- Spent On date
  Required
- Comments
Action
Write
- Issue
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Spent On date
  Required
- Project Description
Action
Write
- Issue
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Spent On date
  Required
- Project Description
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes Update
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Name
  Required
- Project Description
- Amount
- Full Line Item Rate
  Required
- Discount in %
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes Update
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Project
Trigger
Polling
Try It
- Project
- User
Trigger
Polling
Try It
- Subject
  Required
- Project Description
- Project
- Task type
- Priority
  Required
- Status
  Required
- Author
  Required
- Assigned to
- Start Date
- Due Date
Action
Write
- Issue
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Spent On date
  Required
- Project Description
Action
Write
- Issue
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Spent On date
  Required
- Project Description
Action
Write
- Project
- Issue
- Subject
  Required
- Notes Update
- Status
  Required
- Priority
  Required
- Assigned to
Action
Write
- Name
  Required
- Project
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Full Line Item Rate
  Required
- Amount
- Discount in %
- Project Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Name
  Required
- Project Description
- Full Line Item Rate
  Required
- Tax Percentage
Action
Write
- Organization
  Required
- Invoice Number
Action
Search

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

Related categories

Project Management

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

Accounting Zoho

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