rocketkind
Productivity

Zoho Projects

Zoho Projects is Zoho's project-and-issue tracker — portals hold projects, projects hold tasks, task lists, phases and issues, and time is logged against any of them.

Authentication

  • OAuth 2.0 (Web Server + PKCE)

Actions

Generic API request. Call any Zoho Projects API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Add task commentPost a comment on a task, which is how a workflow reports back to the people working it — a build result, an approval outcome, a note that an external system was updated.
  • Add time logRecord time against a task, an issue, or the project in general.
  • Create issueRaise an issue (Zoho's term for a bug or defect) against a project.
  • Create projectOpen a new project in a portal — the step that turns an approved request, a signed deal or a support escalation into somewhere work can be filed.
  • Create taskAdd a task to a project — the workhorse write of this connector, and the step that turns an intake form, an incoming ticket or a checklist into assigned work.
  • Get projectRead one project by id, for when a workflow already holds the id and needs the project's current name, dates, owner or status before it decides what to do.
  • Get taskRead one task by id, for when a workflow holds the id and needs the task's current status, owners, dates or completion before it decides what to do.
  • List issuesRead the issues (bugs) logged against a project, with an optional server-side filter so Zoho narrows the set before paging rather than after.
  • List phasesRead a project's phases — the delivery milestones task lists and issues hang off.
  • List portal usersRead the people on a portal — staff users, client users and client contacts.
  • List portalsRead the Zoho Projects portals this connection can reach.
  • List projectsRead the projects in a portal, with an optional server-side filter so you narrow the set before it is paged rather than after.
  • List statusesRead the statuses a portal has configured for one of its modules, so a workflow can resolve a name like Open or Cancelled into the numeric status id the create and update actions take.
  • List task listsRead a project's task lists — the buckets tasks are filed into.
  • List tasksRead the tasks in a project, with an optional server-side filter so Zoho narrows the set before paging rather than after.
  • Update projectDestructiveChange a project's name, description, owner, dates or status.
  • Update taskDestructiveChange a task's name, description, status, priority, dates, progress or owners.

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