Create project (flow) and assign to person without account (company)

Create project (flow) and assign to person without account (company)

 Hi Zoho Support & Community,
I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.
Manual Process (This Works Perfectly):
 * In Zoho CRM, I open a Contact record (this Contact is not linked to any Company/Account).
 * From the Contact's related list, I choose to create a new Zoho Project.
 * A CRM pop-up appears stating: "No company linked with [Contact Name]. Would you still like to create/link a project with it?"
 * I click "Yes, continue."
 * Result:
   * A new project is created in Zoho Projects.
   * In Zoho Projects, under the project's client details:
     * The "Accounts" (or "Company") section shows "no accounts linked" (or equivalent).
     * The "Contacts" section directly lists the Zoho CRM Contact.
   * In Zoho CRM, the new project appears correctly in the "Projects" related list of the original Contact.
   * No new Company/Account record is created in Zoho CRM.
Goal in Zoho Flow:
I want to replicate this exact behavior using Zoho Flow.
Current Approach & Challenge in Zoho Flow:
 * Trigger: (e.g., Based on a Zoho CRM Contact – I can get the Contact ID and Email).
 * Action: Zoho Projects - "Create Project"
   * I set the Portal ID, Project Name, etc.
   * Notably, this action in Zoho Flow does not have a "Client ID" field (or any field to associate a CRM Account/Company at this stage). So, the project is created without any client company linked by default.
   * This step successfully provides a Project ID.
 * Action: Zoho Projects - "Add Client to Project"
   * This seems to be the necessary subsequent action to link the CRM Contact to the newly created project.
   * This action requires the Project ID (from the step above).
   * It also has a field named Client ID.

My Core Question:
For the Zoho Projects "Add Client to Project" action in Zoho Flow:
 * What exactly is expected in its Client ID field to directly link a Zoho CRM Contact (when no CRM Account/Company is involved from the "Create Project" step)? The goal is to have the outcome mirror the manual process described above (i.e., the Contact appears under the "Contacts" section in the project's client details in Zoho Projects, and the project is listed in the CRM Contact's related list).
 * Should I map the Zoho CRM Contact ID to this field?
 * Should I map the Zoho CRM Contact's Email Address to this field?
 * Or does this field expect a Zoho Projects specific "Client User ID," which might imply I first need another Flow step to invite/create the CRM Contact as a "Client User" in the Zoho Projects portal?
I'm trying to avoid creating unnecessary "dummy" Company/Account records in Zoho CRM for my B2C contacts if the system natively supports direct Contact-to-Project linking, as strongly indicated by the successful manual process.
Could you please provide guidance on the correct configuration in Zoho Flow, specifically for the "Add Client to Project" action and its Client ID field, to achieve this direct B2C Contact-to-Project association?
Thank you for your help!





        • Recent Topics

        • Waiting multiple days to buy credits, causing my website to suffer

          So I own a fairly large website that gets a lot of registered users. I use transmail send activation emails, and also forgot password emails. I sent an email to zoho's presales team when I was only at 4K/10K emails sent, hoping to buy more credits before

        • Follow up

          Hello, I sent a message 2 days ago but I don't receive any response and I cannot find my ticket here. this is the ticket: Your ticket has been created with the ticket ID 68925465 and subject "Fwd: Fishing-alert" looking forward to seeing your response.

        • What's new in TransMail!

          Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! We've recently crossed the 6 months mark of TransMail's launch. In this time post our launch, we have been constantly working on updating our platform and adding new features

        • June 2021 in TransMail!

          Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well. If you're doing less than fine, we truly hope that things only get better for you.  We've had a few updates in the past month

        • TransMail has a new name—ZeptoMail!

          Tried navigating to TransMail's community forum but see a different name now? That's because TransMail has a new name. TransMail is now ZeptoMail! As we’ve grown from an internal service used mainly by other Zoho products to an up-and-coming competitor

        • July 2021 in ZeptoMail!

          Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well.  We've had a few updates in the past month in ZeptoMail—some new features and some important announcements. Take look at what

        • Send Email From the ZeptoMail BY API

          What is Zeptomail:- Transactional email service with reliable and fast delivery How we can Create a Connection for Zeptomail in Zoho CRM Go to the Setup Click on Connection Enter Connection Details:- Generate Consumer Key & Consumer Secret Using Zoho

        • Customer email on Opencart 3

          When I place an order, 2 emails are sent: 1) administrator 2) to the user The administrator receives a beautiful letter, but the user receives a damaged letter (see screenshot). What could be the problem?

        • [Announcement] Insert image from URL changes in Zoho Writer

          Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

        • Dynamic Signature - Record owner

          Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

        • Writer sing up problom

          Zoho writer sing up prolom face

        • Unable to copy into a new document

          Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

        • [Webinar] Live demos and user Q&A with Zoho Writer product experts

          Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

        • Zoho Writer's built-in citation and bibliography generator

          Hey researchers and writers! Do you manually format citations and bibliographies, spending hours jumping between apps and tabs? If so, then check out Zoho Writer's built-in "Citations and Bibliography" feature. Imagine you're writing a thesis on the future

        • Single and group checkboxes in Zoho Writer's fillable forms

          Hey Writer Fam, Are you making the most out of single and group checkboxes in fillable forms in Zoho Writer? Here is a handy tip to optimize your use of checkboxes, both single and group, and enhance your data collection process. Single checkboxes: Single

        • Collaborate efficiently with Zoho Writer's track changes feature

          Hi Zoho Writer Community, Zoho Writer's track changes feature is a simple, built-in solution that helps you and your team work together efficiently. Instead of juggling multiple versions of a document or building up a long email chain of comments, each

        • Zoho Writer's WordPress extensions

          Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window

        • Time-saving table hacks

          Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.

        • Automating document approval and signing with Zoho Writer and Zoho Sign

          Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person

        • Customization hacks in Zoho Writer - Part 2

          Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creating

        • Simplify your tax calculations with Zoho Writer

          Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate income

        • Enhance document navigation with headings and TOC

          Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contents

        • Use and download in PDF format of Zoho wirter Merge template using deluge

          Hello Zoho Developers. Here is some information about Zoho Writer. Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. Even with its wide range of features, Writer's pared-down user interface

        • Customization hacks in Zoho Writer - Part 3

          Hello everyone, Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience. Sender email address in mail merge

        • Daytime saving timezones messing up writer pdf

          Hi, I need help for something I can't figure out. I created a Form to collect data and it is set up with my current Daylight Saving Time (GMT-3). This form is used to generate a contract (pdf Writer) with dates from an event that is being held in 4 months

        • Issue with locked content in Writer

          Hi, I have seen the documentation which outlines how to lock specific content within a Writer document so that it can't be modified by collaborators, but I have come across an issue. When the editor locks a paragraph for example, then a collaborator can't

        • Deprecation of certain URL patterns for published Zoho Writer documents

          Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

        • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

          Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

        • Problem with Writer and Workdrive

          Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

        • Set to Review for all

          We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

        • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

          These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

        • stock

          bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

        • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

          TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

        • Zoho sheet for desktop

          Hi is zoho sheets available for desktop version for windows

        • Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

          Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that

        • Perform customized calculations with the new LAMBDA functions!

          We released the LAMBDA function in Zoho Sheet in 2021, enabling customized calculations inside predefined functions. Now, we're extending LAMBDA's capabilities with six new functions. Each of these functions applies LAMBDA to the given input, performs

        • No chat option

          Chat option is not supported.

        • Tip #17: Easily share spreadsheets with non-Zoho account users

          With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not

        • Work seamlessly with Sheet's shortcuts without affecting the browser

          Navigating your worksheets and performing specific actions should be a quick and easy process. That's where keyboard shortcuts come in. Shortcut keys help you accomplish tasks more efficiently, eliminating the need to move away from the keyboard. What

        • Zoho Sheet for iPad: Improved UI, external keyboard support, and more!

          The portability and capabilities of the iPad have made it an essential device in the business world. With this in mind, we had launched an exclusive Zoho Sheet app for iPad, with device-specific improvements and enhanced usability. Now, we're improving

        • Next Page