Connect Pipefy and Zoho Projects to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

Zoho Projects

Automatically do this!

Ready to use Pipefy and Zoho Projects automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in a project.

New Bug

New Bug

Triggers when a new bug is reported in a project.

Request a new Trigger for Pipefy

Do thisActions

Action is the task that follows automatically within your Pipefy integrations.

Create Record

Create Record

Creates a new table record.

Create Card

Create Card

Creates a new card.

Delete Card

Delete Card

Delete a card using card id.

Update Card

Update Card

Updates a card Title.

Find Card

Find Card

Finds a card by Title.

Create Task

Create Task

Creates a new task in a project.

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Frequently Asked Questions

How do I start an integration between Pipefy and Zoho Projects?

To start, connect both your Pipefy and Zoho Projects accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Zoho Projects (or vice versa).

Can we customize how data from Pipefy is recorded in Zoho Projects?

Absolutely. You can customize how Pipefy data is recorded in Zoho Projects. This includes choosing which data fields go into which fields of Zoho Projects, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pipefy and Zoho Projects?

The data sync between Pipefy and Zoho Projects typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipefy to Zoho Projects?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipefy and Zoho Projects?

Yes, you can set conditional logic to control the flow of data between Pipefy and Zoho Projects. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pipefy

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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Zoho Projects

About Zoho Projects

Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.

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