Blog tagged as zoho projects

Automatically create a project when deal is won (Zoho Projects and CRM)

07.05.21 03:51 PM By Andy - Comment(s)

In this tutorial we are going to set up a workflow and a function that will create a project in Zoho Project, after a deal was modified in Zoho CRM. When a user makes specific changes in Zoho CRM, like updating the deal stage, this will trigger a workflow that will call a function, and this function...

How to find Zoho Project APIs names using Zoho CRM

07.02.21 11:55 AM By Andy - Comment(s)

This tutorial will show you how to use Zoho CRM to find Zoho Project's APIs names, for system fields and custom fields. This has been tested using Zoho One, and Zoho CRM+.

  1. In CRM, go to developer space and the to connections
  2. Click on Add new connection, and select ZohoOAuth
  3. Connection name: relateproje...
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