Create project (flow) and assign to person without account (company)
Hi Zoho Support & Community,
I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.
Manual Process (This Works Perfectly):
* In Zoho CRM, I open a Contact record (this Contact is not linked to any Company/Account).
* From the Contact's related list, I choose to create a new Zoho Project.
* A CRM pop-up appears stating: "No company linked with [Contact Name]. Would you still like to create/link a project with it?"
* I click "Yes, continue."
* Result:
* A new project is created in Zoho Projects.
* In Zoho Projects, under the project's client details:
* The "Accounts" (or "Company") section shows "no accounts linked" (or equivalent).
* The "Contacts" section directly lists the Zoho CRM Contact.
* In Zoho CRM, the new project appears correctly in the "Projects" related list of the original Contact.
* No new Company/Account record is created in Zoho CRM.
Goal in Zoho Flow:
I want to replicate this exact behavior using Zoho Flow.
Current Approach & Challenge in Zoho Flow:
* Trigger: (e.g., Based on a Zoho CRM Contact – I can get the Contact ID and Email).
* Action: Zoho Projects - "Create Project"
* I set the Portal ID, Project Name, etc.
* Notably, this action in Zoho Flow does not have a "Client ID" field (or any field to associate a CRM Account/Company at this stage). So, the project is created without any client company linked by default.
* This step successfully provides a Project ID.
* Action: Zoho Projects - "Add Client to Project"
* This seems to be the necessary subsequent action to link the CRM Contact to the newly created project.
* This action requires the Project ID (from the step above).
* It also has a field named Client ID.
My Core Question:
For the Zoho Projects "Add Client to Project" action in Zoho Flow:
* What exactly is expected in its Client ID field to directly link a Zoho CRM Contact (when no CRM Account/Company is involved from the "Create Project" step)? The goal is to have the outcome mirror the manual process described above (i.e., the Contact appears under the "Contacts" section in the project's client details in Zoho Projects, and the project is listed in the CRM Contact's related list).
* Should I map the Zoho CRM Contact ID to this field?
* Should I map the Zoho CRM Contact's Email Address to this field?
* Or does this field expect a Zoho Projects specific "Client User ID," which might imply I first need another Flow step to invite/create the CRM Contact as a "Client User" in the Zoho Projects portal?
I'm trying to avoid creating unnecessary "dummy" Company/Account records in Zoho CRM for my B2C contacts if the system natively supports direct Contact-to-Project linking, as strongly indicated by the successful manual process.
Could you please provide guidance on the correct configuration in Zoho Flow, specifically for the "Add Client to Project" action and its Client ID field, to achieve this direct B2C Contact-to-Project association?
Thank you for your help!
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