Create a project in Zoho Projects when a contract becomes active

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:
  1. Access your Zoho Flow account by entering flow.zoho.com in your browser's address bar.
  2. Create an organization in Zoho Flow if you don't have an account in Zoho Flow.
  3. Click Explore Gallery at the top.
  4. Search "Zoho Contracts" in the app search field.
  5. Click Zoho Contracts from the search result.
  6. Click Use This Flow when you mouse over on the "Create a new project in Zoho Projects..." flow displayed on the right-side.
  7. 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

      Zoho Developer Community




          Bootcamp
          Community
          Pricing
          Webinars
          What's New
          Integrations
          Contact Support
          Contact Sales



              Zoho Survey Resources
                Features
                Survey Templates
                Integrations
                Community
                iOS Mobile Surveys
                Pricing
                Android Mobile Surveys
                Insurvey Blogs
                Insight Blogs
                Tips & Tricks





                              Latest Feature Updates

                                Zoho Desk Resources

                                • Desk Community Learning Series


                                • Digest


                                • Functions


                                • Meetups


                                • Kbase


                                • Resources


                                • Glossary


                                • Desk Marketplace


                                • MVP Corner


                                • Word of the Day




                                    Zoho Marketing Automation
                                      Zoho SalesIQ Resources

                                            • Sticky Posts

                                            • 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.

                                            • 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


                                            Manage your brands on social media
                                            Access Zoho Social

                                              Zoho Pagesense Resources


                                                  Zoho TeamInbox Resources

                                                    Zoho DataPrep Resources



                                                      Zoho CRM Plus Resources

                                                        Zoho Books Resources


                                                          Zoho Subscriptions Resources

                                                            Zoho Projects Resources


                                                              Zoho Sprints Resources


                                                                Qntrl Resources


                                                                  Zoho Creator Resources


                                                                    Zoho WorkDrive Resources



                                                                      Zoho Campaigns Resources

                                                                        Zoho CRM Resources

                                                                        • CRM Community Learning Series

                                                                          CRM Community Learning Series


                                                                        • Tips

                                                                          Tips

                                                                        • Functions

                                                                          Functions

                                                                        • Meetups

                                                                          Meetups

                                                                        • Kbase

                                                                          Kbase

                                                                        • Resources

                                                                          Resources

                                                                        • Digest

                                                                          Digest

                                                                        • CRM Marketplace

                                                                          CRM Marketplace

                                                                        • MVP Corner

                                                                          MVP Corner







                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now