Create a project in Zoho Projects when a contract becomes active

Using our Zoho Flow integration, you can now perform actions in other applications when a contract becomes active. One such example is to create a project automatically when a contract becomes active.

The sample flow in Zoho Flow's gallery is supported for the Master Services Agreement contract type. However, if you execute multiple Statement Of Works (SOWs) for each project that are based on the terms and conditions in an MSA, then you change the contract type in the flow and have this automation set for SOW contracts.

The project name of the created project will contain the counterparty name, and the contract's effective and end date will be set as the start and end date of the project.

Steps to find and use the flow:

Access your Zoho Flow account by entering flow.zoho.com in your browser's address bar.
Create an organization in Zoho Flow if you don't have an account in Zoho Flow.
Click Explore Gallery at the top.
Search "Zoho Contracts" in the app search field.
Click Zoho Contracts from the search result.
Click Use This Flow when you mouse over on the "Create a new project in Zoho Projects..." flow displayed on the right-side.
Follow the step-by-step guide to configure and use it.

If you need help trying this integration, please reach us at support@zohocontracts.com. We will help you configure the flow and also customize them as per your business needs.

Cheers,

Jayakrishnan

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Jayakrishnan

Sticky Posts
Contract creation for Accounts and Vendors in CRM integration
One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable
Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM
Bulk Import Counterparty Data
Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using
Adding signature fields in your contract template
When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.