Bonsai + Zoho Projects

Create new tasks in Bonsai for each new project in Zoho Projects

Ensure every new project in Zoho Projects gets the attention it deserves by instantly creating a task in Bonsai. This efficient workflow eliminates the need for manual data entry, reducing the risk of errors and saving you valuable time. Stay organized and productive with all project details accessible in Bonsai, for a smooth, hassle-free experience.

When this happens...
New Project
Trigger when a new project is created.
TriggerPolling
automatically do this!
Create Task
Creates a new task in Bonsai
ActionWrite

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Supported triggers and actions

- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- UsersRequired
- TimeRequired
- DateRequired
- Billing StatusRequired
- Task/BugRequired
Trigger
Polling
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New Project
Trigger when a new project is created.
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
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- ProjectRequired
- Bug TitleRequired
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write

- Project NameRequired
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- ProjectRequired
- Task List NameRequired
- Flag
Action
Write

- ProjectRequired
- Folder
- FileRequired
Action
Write
- Enter Search KeyRequired
Action
Search
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It
- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write

- ProjectRequired
- Folder
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- Status
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- Log NameRequired
- Notes
- DateRequired
- Billing StatusRequired
- HoursRequired
Action
Write
- ProjectRequired
- Milestone NameRequired
- Who Is Responsible?Required
- Milestone FlagRequired
Action
Write
- ProjectRequired
- Task List
- Task NameRequired
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project IdRequired
- Project NameRequired
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Owner NameRequired
Action
Search
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
Try It
Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- Deal TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task TitleRequired
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Learn more

Related categories

Project Management

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more

Bonsai + Zoho Projects

Create new tasks in Bonsai for each new project in Zoho Projects

New Bug

New Log Time

New Project

New Task List

Create Bug

Create Project

Create Task List

Upload File

Find Project

Contract Signed

Deal Updated

Invoice Paid

Event Scheduled

Proposal Viewed

Create Client

Create Project

Create Tasks From Template

New File

New Milestone

New Task

Add Log Time

Create Milestone

Create Task

Update Project

API Request (Beta)

Find Project Owner

Contract Viewed

Form Submitted

Invoice Viewed

Proposal Accepted

Task Updated

Create Deal

Create Task

About Bonsai

Related categories

Similar apps

Zapier Interfaces

About Zoho Projects

Related categories

Similar apps

Teamwork

Kantata OX

Insightly