New for Zoho Projects: Use Zaps to Create Projects from Templates

Carlin Sack
Carlin Sack / March 7, 2017

When you have a bunch of projects on your plate, you need to break each of them down. Creating project templates in Zoho Projects can help you do that, while keeping a consistent format for all of your projects. Then automate your workflow by setting up Zaps to automatically create projects from your templates in Zoho Projects.

What's New with Zoho Projects

New Options for Actions

  • Create Project: Use Zaps to automatically create projects from existing project templates in Zoho Projects.
Project template field in the Zap editor
Now you can create projects from templates in Zoho Projects.

How to Automate Zoho Projects with Zapier

  1. Make sure you have a Zapier and a Zoho Projects account

  2. Try some pre-made Zoho Projects integrations and learn more about how Zoho Projects works

  3. Check out our Zoho Projects help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Zoho Projects and Zapier