Zoho Projects Integration Blocks for GC: Automate Project Management Effortlessly

Zoho Projects Integration Blocks


Integration Blocks (formerly known as System Blocks) simplify the process of configuring webhook blocks in Guided Conversations (GC) by offering pre-built, reusable blocks.These blocks eliminate the need to create webhooks from scratch each time, making it easier to build and manage conversational flows.
 
By using Integration Blocks, you can effortlessly perform tasks that require external services.


Why Use Integration Blocks 

  1. Avoid the hassle of building webhooks repeatedly by using pre-built blocks.
  2. Use these blocks whenever needed without limitations.
  3. These blocks are easy to use as compared to creating webhooks since it does not require technical knowledge.
  4. The involvement of developers in the building of the flow will not be required as these blocks are readily available in the flow builder.

What is Zoho Projects? 

Zoho Projects is an online project management software that streamlines your business operations, resolves daily challenges, and delivers exceptional value through effective management tools. 

Zoho Projects Integration in GC 

Integrating Zoho Projects with GC allows you to perform actions within your projects by passing or retrieving information through integration blocks.

Block
Function
Mandatory Fields
Use Case
Add Task
Creates a new task within a specific project.
Name
The "Add Task" block can be used to create a new task for follow-ups or assign work to a team member.
Get Task
Fetches details of a specific task.
Task ID
The "Get Task" block can be used to check the progress of the task.
Update Task
Modifies details of an existing task.
Task ID
The "Update Task" block can be used to update status or due dates
Delete Task
Removes a task from your project.
Task ID
The "Delete Task" block can be used to remove unnecessary tasks.
 

How to Configure Zoho Projects Integration Blocks 

All projects integration blocks follow the same configuration process. The steps for configuring a block are outlined below:

Zoho Projects Integration Blocks

To start using the Zoho Projects integration block:
  1. Add a Zoho Projects block to your GC flow.
  2. Click Authenticate Now.
  3. You’ll be redirected to Zoho’s Authorization page.
  4. Grant Permissions to allow GC access to your Zoho Projects.
  5. Assign a descriptive Block Name (e.g., Create_Project_Task) for easy identification.
  6. Choose the Zoho Projects Portal and the specific project where actions will occur.
                                                                                                                         

Input Variable Mapping  

Input Variable Mapping enables the transfer of user-provided or manually entered data to Zoho Projects, ensuring a relevant response. This is accomplished by mapping flow variables to corresponding Projects variables.

To configure input variable mapping:
  1. Map the Task Name to a user input as variable or enter the name manually.
  2. Map the Task ID and fields like Status or Due Date.
  3. Add Description, Priority, or Assignee as optional variables.                                                                                                                

Output Variable Mapping 

Output variables store the response received from Zoho Projects after performing the action. These variables can be used within the GC flow to confirm the status or display relevant details to the user.

To configure output variable mapping:
  1. Save Task IDs, Statuses, or Error Messages for later use. (Example: After adding a task, store {{new_task_id}} and {{task_status}} to display a confirmation message.)
  2. Use clear names like project_task_update_status for better readability.

Save and Deploy 

  1. Click Save after finalizing the details.
  2. Test the block by triggering it in your GC flow and verify if it performs the expected actions.
  3. Monitor logs for errors like API limits or authentication failures.

Best Practices 

  1. Ensure the authenticated Zoho account has admin/edit access to the selected project.
  2. Use output variables to detect failures and notify users.
  3. Prefix variables with the block name for easy tracking.
  4. Regularly test blocks after Zoho Projects API updates.
 
 

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