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Zoho Inventory + Zoho Projects

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.

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.

  1. When this happens...
    Zoho InventoryZoho Inventory
    New Salesorder

    Triggers when a new salesorder is created.

    TriggerInstant
  2. automatically do this!
    Zoho ProjectsZoho Projects
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • Contact NameRequired

    • 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

    • OrganizationRequired

    • Item NameRequired

    • SkuRequired

    • UnitRequired

    • Item Type

    • Product Type

    • RateRequired

    • Purchase RateRequired

    Action
    Write

    • Organization

    Trigger
    Instant
    Try It

    • Organization

    Trigger
    Instant
    Try It

    • Organization

    • Customer NameRequired

    • Contact EmailRequired

    • Invoice Number

    • Order Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Tax Type

    • Discount Type

    • Item NameRequired

    • QuantityRequired

    • RateRequired

    • Description

    • Tax Rate

    • Discount

    • Entity Discount

    • Shipping Charge

    • Customer Notes

    • Terms and Conditions

    Action
    Write

    • Organization

    • Customer NameRequired

    • Contact EmailRequired

    • Sales order Number

    • Reference Number

    • Sales order Date

    • Delivery Method

    • Expected Shipment Date

    • Payment terms

    • Tax Type

    • Discount Type

    • Item NameRequired

    • QuantityRequired

    • RateRequired

    • Description

    • Tax Rate

    • Discount

    • warehouse

    • Entity Discount

    • Shipping Charges

    • Order StatusRequired

    • Customer Notes

    • Terms and Conditions

    Action
    Write
zoho-inventory logo
zoho-inventory logo

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.

Related categories

  • eCommerce
  • Zoho
zoho-projects logo
zoho-projects logo

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 moreHelp

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