Zoho Inventory + Zoho Projects

Zoho Inventory + Zoho Projects integrations

Create new Zoho Projects from new Zoho Inventory salesorders

Streamline your sales and project management process with this workflow. When a new sales order is placed in Zoho Inventory, it immediately creates a corresponding project in Zoho Projects. This helps ensure that every sales order is promptly managed and organized as a project, boosting efficiency and productivity in your business operations. Let this workflow do the task for you, saving you time and effort.

When this happens...
New SalesorderTriggers when a new salesorder is created.
TriggerInstant
automatically do this!
Create ProjectCreates a new Project.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Zoho Inventory and Zoho Projects

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

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Contact Name
  Required
- Company Name
- Contact Type
- Salutation
- First Name
- Last Name
- Mobile
- Phone
- Email
- Website
- Billing Attention
- Billing Address Street 1
- Billing Address Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Billing Fax
- Billing Phone
- Shipping Attention
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Shipping Fax
- Shipping Phone
- Notes
Action
Write
- Organization
  Required
- Item Name
  Required
- Sku
  Required
- Unit
  Required
- Item Type
- Product Type
- Rate
  Required
- Purchase Rate
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- Organization
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Customer Name
  Required
- Contact Email
  Required
- Invoice Number
- Order Number
- Invoice Date
- Due Date
- Payment Terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- Entity Discount
- Shipping Charge
- Customer Notes
- Terms and Conditions
Action
Write
- Organization
- Customer Name
  Required
- Contact Email
  Required
- Sales order Number
- Reference Number
- Sales order Date
- Delivery Method
- Expected Shipment Date
- Payment terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- warehouse
- Entity Discount
- Shipping Charges
- Order Status
  Required
- Customer Notes
- Terms and Conditions
Action
Write
- 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
Try It
- 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

About Zoho Inventory

Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.

HelpHelp

Related categories

eCommerce

Zoho

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

Related categories

Project Management

Zoho

Similar apps

Teamwork

Project Management

Kantata OX

Project Management

Insightly

CRM (Customer Relationship Management)