Project Automation in Zoho Projects - Concept

Project automation in Zoho Projects simplifies project management by updating project fields automatically and connecting your projects with other applications. Users can set criteria, trigger an action and send automated notifications.

Consider a scenario where you work in a web development agency in the client management team and a client wants to make changes to a closed project.

You can create a workflow rule that will automatically change the status of the project to "Active" once the project is unarchived. If your workflow rule is associated with a webhook and an email alert, you can send an email to acknowledge that their project will be reopened.

Once the project status is changed to "In Progress," another alert will be sent to notify both the project manager and the client. Simultaneously, a webhook will be triggered in the CRM, marking the client's requirement as "Processing". This ensures that the client concerns are promptly addressed and documented.

Workflow Rules

Project-level workflow rules are associated with project layouts. They automatically trigger actions when specific conditions are met. These rules can be associated with email alerts, and webhooks.

Email Templates

Email templates are pre-defined email formats that you can use for project-related updates.

Email Alerts

Email alerts are notifications sent automatically to one or more project users when a specific action is completed. These alerts can be associated with a workflow to notify users when a rule is triggered.

Webhooks

Webhooks are HTTP notifications that can be sent from Zoho Projects to any other third-party application. Webhooks allow users to automate updates to other applications by configuring it with a workflow rule.

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