Welcome to Portal
To integrate your form with Zoho Projects,
Navigate to the Integrations tab and click Zoho Projects from the left menu.
Click Integrate.
Select the Portal Name and the Project Name.
Map the Zoho Projects fields with the corresponding Zoho Forms fields.You can map certain Zoho Projects fields to manual inputs by selecting the Add Input Manually option.
To map more fields, click + Add Fields.
Click Integrate to save your settings.
Note: When a respondent's input does not match the Zoho Projects' input parameters, task creation will fail even on successful form submission. This can be checked under All Entries > Zoho Projects Status.
The following Zoho Forms fields can be mapped to the respective fields in Zoho Projects.
S. No | Zoho Projects Field | Supported Zoho Forms Fields |
1 | Single Line | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
2 | Multi Line | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
3 | ||
4 | Phone | Phone |
5 | Pick List | Dropdown, Radio |
6 | User Pick List | -None- (Manual input required) |
7 | Date | Date |
8 | Date & Time | -None- |
9 | Decimal | Decimal, Number, Formula, Currency |
10 | Formula | -None- |
11 | Number | Number |
12 | URL | Website |
13 | Task Name | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
14 | Task Owners | -None- (Manual input required. Only the users associated with a project can be selected.) |
15 | Duration | Number, Rating, Slider |
16 | Start Date | Date |
17 | End Date | Date |
18 | Priority | Dropdown, Radio |
19 | Percentage | Decimal, Number, Formula, Currency |
20 | Checkbox | Decision Box |
21 | Currency | Decimal, Number, Formula, Currency |
22 | Recurrence | -None- |
23 | Reminder | -None- |
24 | Description | Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
25 | Multi Select | Multiple Choice, Checkbox |
Note: The Added User option, for dynamically assigning task owners/user picklist, is intended solely for private forms. In the case of public forms, the respective column in projects will remain unassigned.
Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
Click Set Alert in the top-right corner.
Configure the email alert template and click Save.
To stop receiving email alerts on integration failure, click Remove Alert.
Note:
The option to set an email alert on integration failure is available only in our paid plans.
You can send email alerts to a maximum of 5 users within your organization.
An email alert will be triggered only on the first occurrence of integration failure every 24 hours.
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