Zoho Bookings + Zoho Projects

Create tasks in Zoho Projects for new appointments booked in Zoho Bookings

Effortlessly manage your appointments and tasks with this Zoho Bookings and Zoho Projects workflow. When a new appointment is booked in Zoho Bookings, a task will be created in Zoho Projects, ensuring that your team stays on top of upcoming deliverables. Enjoy a more streamlined and organized project management process with this powerful automation.

When this happens...
Appointment Booked
Triggers when a new appointment is booked.
TriggerInstant
automatically do this!
Create Task
Creates a new Task.
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
Try It
- ProjectRequired
- Folder
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- Status
- ProjectRequired
Trigger
Scheduled
Try It

- ProjectRequired
- Log NameRequired
- Notes
- DateRequired
- Billing StatusRequired
- HoursRequired
Action
Write
- ProjectRequired
- Milestone NameRequired
- Who Is Responsible?Required
- Milestone FlagRequired
Action
Write

- ProjectRequired
- Task List
- Task NameRequired
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project IdRequired
- Project NameRequired
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Owner NameRequired
Action
Search

Appointment Booked
Triggers when a new appointment is booked.
Trigger
Instant
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- UsersRequired
- TimeRequired
- DateRequired
- Billing StatusRequired
- Task/BugRequired
Trigger
Scheduled
Try It
New Project
Trigger when a new project is created.
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Bug TitleRequired
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write
- Project NameRequired
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- ProjectRequired
- Task List NameRequired
- Flag
Action
Write
- ProjectRequired
- Folder
- FileRequired
Action
Write
- Enter Search KeyRequired
Action
Search

About Zoho Bookings

Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.

Related categories

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Learn more

Zoho Bookings + Zoho Projects

Create tasks in Zoho Projects for new appointments booked in Zoho Bookings

Supported triggers and actions

Appointment Canceled

Appointment Rescheduled

New File

New Milestone

New Task

Add Log Time

Create Milestone

Create Task

Update Project

API Request (Beta)

Find Project Owner

Appointment Booked

New Bug

New Log Time

New Project

New Task List

Create Bug

Create Project

Create Task List

Upload File

Find Project

About Zoho Bookings

Related categories

About Zoho Projects

Related categories

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