Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks
Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy.
You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalities and manage your business from a single location. The previous post in the 'Integrating Zoho CRM with Zoho services' series described how to register your Zoho application and retrieve the client credential in order to connect Zoho CRM to the Zoho service of your choice through an extension. In this post, we'll look at how to integrate Zoho CRM with Zoho Projects, along with an example.
Let's consider a scenario in which support representatives handling cases in Zoho CRM need to forward cases that are registered as feature requests to the development team for further consideration and analysis. The representatives can create a task in Zoho projects with the necessary details from the Zoho CRM Cases module by clicking a button from within Zoho CRM. This will make the transition process easier and help to handle cases more efficiently. Now, let's see how this can be achieved using extension.
Creating a connector for Zoho Projects and adding connector APIs
- Create a new connector in your extension for Zoho Projects using the Connectors feature under Utilities in the left panel of the Zoho Developer console.
Note: Zoho Projects follows OAuth2.0 protocol for authentication mechanism. You can refer to this post to understand the steps to register Zoho Projects and retrieve your client credentials.
The connector details for our example are:
Request Token URL | https://accounts.zoho.com/oauth/v2/auth?scope=ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.READ&access_type=offline |
Access Token URL | https://accounts.zoho.com/oauth/v2/token? |
Refresh Token URL | https://accounts.zoho.com/oauth/v2/token? |
Scopes | ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.READ |
- Add the necessary connector APIs for your functionality. Please refer to the Zoho Projects REST API guide for details.
The Zoho Projects REST APIs added for our example are mentioned below.
Connector API Name | Method type | URL |
Get Portals | GET | https://projectsapi.zoho.com/restapi/portals/ |
Get Project Users | GET | https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/users/ |
Create task | POST | https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/?name=${name}&description=${description}&priority=${priority}&person_responsible=${person_responsible} |
Add comment for task | POST | https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/${taskid}/comments/?content=${content} |
Note: You can refer to this post to understand the detailed steps involved in creating a connector, adding the connector APIs, and associating it with the extension.
Creating a button in Cases module and associating the custom function to it
- Create a button called "Create Task for Case" using the Links & Buttons feature available in the Componentssection of the Zoho Developer console, then associate a custom function to perform the desired action.
Create Task for Case - Button function code
//Fetching the current record details and retrieving the necessary field information response = zoho.crm.getRecordById("Cases",case.get("Cases.ID").toLong()); Name = response.get("Subject"); Name = zoho.encryption.urlEncode(Name); Description = response.get("Description"); Description = zoho.encryption.urlEncode(Description); Priority = response.get("Priority"); Comments = response.get("Internal_Comments"); Comments = zoho.encryption.urlEncode(Comments); dynamic_map = Map(); /*Fetching the values for Portal ID and Project ID CRM variables which are obtained as part of the settings widget*/ portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");//The api name of the CRM variable for Portal_Id projectid = zoho.crm.getOrgVariable("xxx__Project_Id");//The api name of the CRM variable for Project_Id dynamic_map.put("portalid",portalid); dynamic_map.put("projectid",projectid); //Invoking the connector API to retrieve the users present in the project resp1 = zoho.crm.invokeConnector("xxx.zohoprojects.getprojectusers",dynamic_map); response1 = resp1.get("response"); users = response1.get("users"); rolelist = List(); /*retrieving the ID of the user with admin role in the project to be assigned as the person responsible for the task*/ for each value in users { if(value.get("role") == "admin") { id = value.get("zpuid"); } } dynamic_map = Map(); portalid = zoho.crm.getOrgVariable("xxx__Portal_Id"); projectid = zoho.crm.getOrgVariable("xxx__Project_Id"); dynamic_map.put("portalid",portalid); dynamic_map.put("projectid",projectid); dynamic_map.put("name",Name); dynamic_map.put("description",Description); dynamic_map.put("priority",Priority); dynamic_map.put("person_responsible",id); /*Invoking the connector API with the necessary parameters passed to create a project task */ resp = zoho.crm.invokeConnector("xxx.zohoprojects.createtask",dynamic_map); response2 = resp.get("response"); tasks = response2.get("tasks"); //Retrieving the task id from the response of create task API for each ids in tasks { id1 = ids.get("id"); } dynamic_map = Map(); portalid = zoho.crm.getOrgVariable("xxx__Portal_Id"); projectid = zoho.crm.getOrgVariable("xxx__Project_Id"); dynamic_map.put("portalid",portalid); dynamic_map.put("projectid",projectid); dynamic_map.put("taskid",id1); dynamic_map.put("content",Comments); //Invoking the connector API to add a comment to the task response3= zoho.crm.invokeConnector("xxx.zohoprojects.addcommentfortask",dynamic_map); caseinfo = {"Solution":url}; response4 = zoho.crm.updateRecord("Cases",case.get("Cases.ID").toLong(),caseinfo); return resp; |
Note: In our example, the project's administrator is assigned as the person responsible for the task that is to be created in Zoho Projects. We have considered that there is only one admin for a project, who can then assign the task to the appropriate developer.
Obtaining Portal ID and Project ID
According to our example, cases from Zoho CRM need to be associated as a task to a particular project in Zoho Projects. You can find in the above code that the variables Portal ID and Project ID (dynamic variables used in connector APIs) are used while invoking APIs. The values of these variables are specific to a user and thus these values can be obtained from the user during extension installation and stored in CRM variables to be easily retrieved when required.
The variables Portal ID and Project ID are created as CRM variables with the Variable Status as Hidden in the extension.Their values are obtained as follows:
➤ Creating a Settings Widget: We have created a settings widget in our extension in order to retrieve the user-specific portal ID and project ID, and to set the values to the CRM variables.
Settings Widget js code snippet
Util={}; var portalidvalue; var projectidvalue; //Subscribe to the EmbeddedApp onPageLoad event before initializing the widget ZOHO.embeddedApp.on("PageLoad",function(data) { var data = { } //Invoking the connector API to get portals of the user and populate them in a select list ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.getportals",data) .then(function(dataa){ response = dataa.response; responsejson=JSON.parse(response); portal=responsejson.portals; for (i = 0; i < portal.length; i++) { portalid=portal[i].id_string; portalname=portal[i].name; var portallist = document.getElementById("portallist"); var option = document.createElement("OPTION"); option.innerHTML = portalname; option.value = portalid; portallist.appendChild(option); } }) /*Fetching the projects associated to the portal selected on click of the "Get Projects" button*/ Util.getproject=function() { portalidvalue=document.getElementById("portallist").value; var data = { "portalid" : portalidvalue } /*Invoking the connector API to get projects of the user with respect to the portal chosen and populate them in a select list*/ ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.getprojects",data) .then(function(dataa){ response = dataa.response; responsejson=JSON.parse(response); project=responsejson.projects; $('#projectlist').empty(); for (j = 0; j < project.length; j++) { projectid=project[j].id_string; projectname=project[j].name; var projectlist = document.getElementById("projectlist"); var option = document.createElement("OPTION"); option.innerHTML = projectname; option.value = projectid; projectlist.appendChild(option); } }) } /*Updating the values of the portal ID and project ID selected in the select list to the CRM variables*/ Util.getvalues=function() { portalidvalue=document.getElementById("portallist").value; projectidvalue=document.getElementById("projectlist").value; var variableMap = { "apiname": "testextensioncrm__Portal_Id", "value": portalidvalue}; ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap); var variableMap = { "apiname": "testextensioncrm__Project_Id", "value": projectidvalue}; ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap); }); }); } }) |
Now that the functionality is defined, the extension is published and installed in Zoho CRM account using the private installation URL.
Sample output:
Upon installation of the extension, click the Settings button to go the Settings Widget page, then choose your portal and project where you want the task to be created.
Choose the portal of your choice, then click the Get Projects button to fetch the projects associated with that portal.
Next, click Update Values to set the chosen portal and project ID values to the CRM variables Portal_ID and Project_ID,respectively.
Go to the Cases module. A case of type feature request is present in Cases module.
Click the Create Task for Case button available in the view page of the case detail page.
The necessary details as per the code logic are fetched and created as a task in projects.
The detailed task details page with all the information fetched from the case in Zoho CRM Cases module.
Using this method, you can integrate Zoho CRM and Zoho Projects via an extension and perform functionalities as per your business requirements. We hope you find this information useful. Keep following this space for more inputs!
SEE ALSO
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Show item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the itemMark shipment as delivered via api
Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options = { 'method' : 'post', 'contentType' : 'application/json', 'muteHttpExceptions' : true }; var myPackNo = encodeURIComponent('###################');Setting Alternative units for an item.
Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.Zoho Inventory search when adding items to SO/PO, etc.
I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products whereItem Group Attributes
Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the productsRemove HTML Format - Deluge
Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll(" " , " "); Apart from this if you require anything please let me know Thanks & Regards PiyushUsing multiple languages in template
I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before andADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE
Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".
Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.About maximum number of requests per minute
Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requestsApproval - Report/Views
Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?"Zoho CRM Integration" option is missing in Zoho Social Settings
I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet meError 553
Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgenteAutomate insurance document workflows with Zoho Writer
Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,Create PDFs with Text so that we can copy from a generated PDF
Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phoneHow To Insert Data into Zoho Table using Api
Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which areHow do I delete a folder in Marketing Automation?
Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?Portal Approval Process
Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of theNarrative 8: Intelligent in-app support that's instantly available anytime and anywhere
Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integratesNavigation issue — unable to return to Customer page after opening Receipt from Transactions
Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (IThermal Printer Option Needed for Delivery Challan Templates
Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be verySeparate Default Payment Modes for Receipts vs. Payments
Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., defaultUpdate/Change GSTIN in GST Settings of zohobooks
We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actualLink Payment Mode and Paid Through Accounts
For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The currentLets enable business to choose the default payment mode
Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctionsAdd Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurringHas anyone verified if Zoho is PCI compliant?
We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this informationSupport for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While theseBigin Plugin for Outlook
Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.Date does not fit the field
Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on theTip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.
Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’tMulti Page/Step Forms in creator
Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? ThanksPackage Geometry
how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?How to create a Master Kanban Board that syncs with Child Projects?
Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structureWriter.. Broken?
Hello, Writer has been really good to me during the months I've used it, up until now. I usually launch the app by tapping the icon and I could immediately pick up where I left off. Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account. By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled. I can't access any ofHow to access Recruit Variables in a Deluge function?
I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it didUpon De activate a user what name doe sthe contacts candidates go under?
When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?Weekly Tips: Customize alerts from your Priority Users
You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages fromNext Page