Project.co + Zoho Books

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 Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create User
Creates a ProjectCo User
ActionWrite

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Supported triggers and actions

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write

- OrganizationRequired
- Invoice NumberRequired
Action
Search
New Project
Triggers when a new Project.co project is created.
Trigger
Instant
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- Event typeRequired
Trigger
Instant
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Updated Task
Triggers when a ProjectCo task is updated.
Trigger
Instant
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- Template
- Project name
- Project description
- Project privacyRequired
- Project status
- Image
- Users
Action
Write
- ProjectRequired
- Task NameRequired
- Task date type
- Date
- Start date
- End date
- Task Status
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
Action
Write
- Email AddressRequired
- User RoleRequired
- User groupRequired
- User projects
Action
Write
- Task IdRequired
- Task Name
- Task date type
- Date
- Start Date
- End Date
- Task status
- Task Visibility
- Task Allocations
- Task Followers
- Task Groups
- Notes
Action
Write
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Project
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search valueRequired
- Group nameRequired
- Invoice Details
- Group Image
Action
Search or write
- Search ModeRequired
- Project
- Search ValueRequired
- ProjectRequired
- Task NameRequired
- Task date type
- Date
- Start date
- End date
- Task Status
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
Action
Search or write

- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- 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
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Group
Triggers when a new ProjectCo group is created.
Trigger
Instant
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New Task
Triggers when a new Project.co task is created.
Trigger
Instant
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Updated Project
Triggers when a Project.co project is updated.
Trigger
Instant
Try It
- Group nameRequired
- Invoice Details
- Group Image
Action
Write
- Project IdRequired
- CommentRequired
Action
Write
- Task IdRequired
- CommentRequired
Action
Write
- Project IdRequired
- Project name
- Project description
- Project privacy
- Status
- Image
Action
Write
- Search ModeRequired
- Search valueRequired
Action
Search
- Search ModeRequired
- Project
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- Template
- Project name
- Project description
- Project privacyRequired
- 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.

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.

Project.co + Zoho Books

Create new Project.co users from Zoho Books customers

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Project

New User

Updated Task

Create Project

Create Task

Create User

Update Task

Find or Create Project

Find Group

Find Task

Find or Create Group

Find or Create Task

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Group

New Task

Updated Project

Create Group

Create Comment on Project

Create Comment on Task

Update Project

Find or Create Group

Find or Create Task

Find Project

Find User

Find or Create Project

About Project.co

Related categories

About Zoho Books

Related categories