Zoho Projects Integration | Zoho Forms - User Guide

Zoho Projects Integration


If you are looking to automate the creation of tasks in your Zoho Projects account and save the time spent on the manual task creation, you can use the Zoho Forms - Zoho Projects integration. With this integration, a new task will be automatically created in your project with each form entry. Tasks can be assigned with due dates, task owners, priority, and more.

Integration Setup  

To integrate your form with Zoho Projects,

  1. Navigate to the Integrations tab and click Zoho Projects from the left menu.

  2. Click Integrate.

  3. Select the Portal Name and the Project Name. 

  4. Select the Task List under which you want to add the Tasks in Zoho Projects.
    Note: If you do not select a Task List, all the new tasks created with this integration will be added under Tasks > General in Zoho Projects.

  5. 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.

  6. To map more fields, click + Add Fields.

  7. To push the form attachments to Zoho Projects, select Yes under Attachments and choose the required File Upload and Image Upload fields in your form. The files and images uploaded to the chosen fields will be pushed to the Documents section of a task.
  8. Click Integrate to save your settings.

    Zoho Projects Integration setup


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.

Supported Field Types

These are the Zoho Forms fields that can be mapped with the respective fields in Zoho Projects. 

S. NoZoho Projects FieldSupported Zoho Forms Fields
1Single LineSingle 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
2Multi LineSingle 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
3EmailEmail
4PhonePhone
5Pick ListDropdown, Radio
6User Pick List-None-
(Manual input required)
7DateDate
8Date & Time-None-
9DecimalDecimal, Number, Formula, Currency
10Formula-None-
11NumberNumber
12URLWebsite
13Task NameSingle 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
14Task Owners-None-
(Manual input required. Only the users associated with a project can be selected.)
15DurationNumber, Rating, Slider
16Start DateDate
17End DateDate
18PriorityDropdown, Radio
19PercentageDecimal, Number, Formula, Currency
20CheckboxDecision Box
21CurrencyDecimal, Number, Formula, Currency
22Recurrence-None-
23Reminder-None-
24DescriptionSingle 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

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