Step 1: Create a custom field  

Step 2: Create a custom function  

1. Create a project in Zoho Projects with the name provided in the Project Name field of Estimates.
   
2. Create tasks within the project that correspond to the service and parts line items in the work order.

1. Navigate to Setup > Automation > Functions and click Create Function.
   
2. Enter the following details and click Save:
   
1. Function Name: CreateProjectinZProject
   
2. Module: Work Orders
   
3. In the Deluge Script Editor, enter the following script:
   
   

   work_order_id = work_order.get("id"); work_order_response = zoho.fsm.getRecordById("Work_Orders",work_order_id); estimate = work_order_response.get("data").toMap().get("Estimate"); service_line_items = work_order_response.get("data").toMap().get("Service_Line_Items").toList(); part_line_items = work_order_response.get("data").toMap().get("Part_Line_Items").toList(); part_line_item_size = part_line_items.size(); if(estimate != null) {  estimate_map = estimate.toMap();  estimate_id = estimate_map.get("id");  estimate_resp = zoho.fsm.getRecordById("Estimates",estimate_id);  cf_projet = estimate_resp.get("data").toMap().get("cf_projet__C");  if(cf_projet != null)  {   portal_response = zoho.projects.getPortals();   portal_name = portal_response.get("portals").toMap().get("name");   new_project = Map();   new_project.put("name",cf_projet);   project_response = zoho.projects.createProject(portal_name,new_project);   project_id = project_response.get("projects").toMap().get("id");   for each  service_line in service_line_items   {    service_line_map = service_line.toMap();    service_name = service_line_map.get("Service").toMap().get("name");    values_map = Map();    values_map.put("name",service_name + " (Service)");    response = zoho.projects.create(portal_name,project_id,"tasks",values_map);    values_map.clear();   }   if(part_line_item_size != 0)   {    for each  part_line in part_line_items    {     part_line_map = part_line.toMap();     part_name = part_line_map.get("Part").toMap().get("name");     values_map = Map();     values_map.put("name",part_name + " (Part)");     response = zoho.projects.create(portal_name,project_id,"tasks",values_map);     values_map.clear();    }   }  } }

Note: Ensure that the status of the connection Internal_zohoprojects is Connected. The green dot [] indicates that the connection is Connected.

Step 3: Create a workflow rule  

1. Go to Setup > Automation > Workflow Rules and click Create Workflow.
   
2. Enter the following details, then click Next:
   
1. Module: Work Orders
   
2. Rule Name: Create Project and Task in Zoho Project
   
3. Select the rule trigger as Edited and click Next.
   
4. Select the rule criteria as Only to the Work Order matching certain conditions and add the condition Billing Status is Partially Invoiced, Invoiced. Click Next.
   
5. Click +Action and select Function.
   
6. Select Existing Functions and click Next.
   
7. Select the custom function created in the previous step.
   
8. Click Save.
   

Testing the usecase