Connect Zoho Projects with more than 500 apps using Zapier

Mon, 14 Mar 2016 10:39:29 -0600

Business information today is buried within multiple applications like sales, finance, and marketing. But good business decisions demand unified views of this data. Zoho offers a suite of tightly integrated cloud applications that can run an entire business, serving as a complete business operating system. Nevertheless, we also integrate with other apps.

Zapier is an integrated platform that connects applications and automates the flow of data between them. It allows business users to retrieve data from different systems, based on specific triggers.

Today, we are happy to announce that Zoho Projects has been added to this platform, allowing users to connect with more than 500 apps accessible from Zapier.

How it works

This is best explained through an example. Let’s say you’re managing a construction project within Zoho Projects. You want to automatically create a task that validates the invoice against your contracts and alerts your accounting department whenever you receive a supplier invoice in your Gmail account. You would create a Zap.

Using the ‘Make a New Zap’ wizard, you would set the new email as the ‘trigger’ and set up, ‘create new task’ within Zoho Projects as the ‘action’ for that trigger. You can also configure the Zoho and Gmail accounts you want to use in this wizard and make things clearer by using the subject of the mail as the name of the task.

This is a simple example of what a Zap can do. Each app in Zapier exposes its own sets of triggers and actions covering ways in which data can flow into and out of it. Filters provide finer control. Picking what you want from these is just a matter of a few clicks and the automation you need is ready.

Ways to link Zoho Projects

You can set Zoho Projects either as a trigger app, or an action app. In the above example, it acts as an action app. If you want to create, say an event in Google Calendar whenever a new milestone is created in Zoho Projects, then the later would act as a trigger app. You could choose the trigger or action as any of the following:

1. Create a new project

2. Create a new milestone

3. Create a new task list

4. Create a new task

5. Create a new bug

Here are a few sample Zaps for you to check out:

This entry was posted in Zoho Projects by Hari Narayanan.

Do not hold back your Webmerges to Zoho Creator

Fri, 02 Oct 2015 09:42:30 -0500

Managing your HR processes can be a daunting task. From collecting new employee information, tracking time off, and handling payroll, there is a lot to keep track of and a lot of documentation to go along with it. No sweat! There’s a great tool called ZOHO Creator and you can build a customized HR app that allows you to manage all of your HR data across your entire business. Then, combined with WebMerge you can generate employee contracts, insurance applications, state forms, and more.

In this example we’re going to show you how you can generate new employee intake documents with WebMerge when an employee is added to your ZOHO Creator app. We’ll be generating a new employee contract automatically with a little added help from Zapier.

To get started, we are going to create a new document in WebMerge and upload our Employee Contract template (a Microsoft Word document). This template is already setup with merge fields like {$FirstName}, {$LastName}, etc and that tells WebMerge where to put the employee information throughout the contract.

Next, we’re going to integrate the delivery of the document with SignNow so that we can get the employee’s signature on the contract. Go to the Delivery tab for your document setup, then click New Delivery. Select the SignNow option and then authenticate your SignNow account. Complete the rest of the settings and indicate the signer info, then save the delivery.

Now, it’s time to setup the Zap so that your ZOHO Creator information automatically to WebMerge. Login to Zapier and create a new Zap with ZOHO Creator as the Trigger and WebMerge as the action.

Once you authenticate your accounts with Zapier, you’ll need to pick your WebMerge document that you want to merge and then map the merge fields with the corresponding ZOHO Creator fields. This tells Zapier how to send the data to WebMerge to make sure it is put into your merged document correctly.

After you have mapped the fields, go ahead and jump down to the Test section. This allows you to send test information from ZOHO to WebMerge using your settings and you will see how the process works. If you need to make any changes, do so now. Here’s what our contract looks like:

Congrats, you’re done! Now you can run your entire HR department through ZOHO and automatically create any documents you need with WebMerge. What other ways can you use WebMerge in your business?

Zoho Creator Sign Up

Webmerge Sign Up

Creator Scripts. - Zoho Blogs #Zapier

Connect Zoho Projects with more than 500 apps using Zapier

Do not hold back your Webmerges to Zoho Creator