Project.co + Zoho Books

Project.co + Zoho Books integrations

Create new Project.co users from Zoho Books customers

Easily manage your new customers across platforms with this automation. When you add a new customer in Zoho Books, this workflow will create a user in Project.co for a seamless transition. Save time and improve organization by connecting your accounting and project management tools in a simple, efficient manner.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create UserCreates a ProjectCo User
ActionWrite

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More things you can do with Zoho Books and Project.co

Discover other triggers and actions you can use with Zoho Books and Project.co

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write

- Organization
  Required
- Invoice Number
  Required
Action
Search
New Project
Triggers when a new Project.co project is created.
Trigger
Instant
Try It

- Event type
  Required
Trigger
Instant
Try It
Updated Task
Triggers when a ProjectCo task is updated.
Trigger
Instant
Try It
- Template
- Project name
- Project description
- Project privacy
  Required
- Project status
- Image
- Users
Action
Write
- Project
  Required
- Task Name
  Required
- Task date type
- Date
- Start date
- End date
- Task Status
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
Action
Write
- Email Address
  Required
- User Role
  Required
- User group
  Required
- User projects
Action
Write
- Task Id
  Required
- Task Name
- Task date type
- Date
- Start Date
- End Date
- Task status
- Task Visibility
- Task Allocations
- Task Followers
- Task Groups
- Notes
Action
Write
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Project
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search value
  Required
- Group name
  Required
- Invoice Details
- Group Image
Action
Search or write
- Search Mode
  Required
- Project
- Search Value
  Required
- Project
  Required
- Task Name
  Required
- Task date type
- Date
- Start date
- End date
- Task Status
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
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
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- 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
New Group
Triggers when a new ProjectCo group is created.
Trigger
Instant
Try It
New Task
Triggers when a new Project.co task is created.
Trigger
Instant
Try It
Updated Project
Triggers when a Project.co project is updated.
Trigger
Instant
Try It
- Group name
  Required
- Invoice Details
- Group Image
Action
Write
- Project Id
  Required
- Comment
  Required
Action
Write
- Task Id
  Required
- Comment
  Required
Action
Write
- Project Id
  Required
- Project name
- Project description
- Project privacy
- Status
- Image
Action
Write
- Search Mode
  Required
- Search value
  Required
Action
Search
- Search Mode
  Required
- Project
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Template
- Project name
- Project description
- Project privacy
  Required
- Project status
- Image
- Users
Action
Search or write

About Project.co

Project.co is a project management software tool for service businesses. Collaborate with your clients and team so all your project information is in one place.

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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.

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Related categories

Accounting

Zoho