IntegrationsZoho ProjectsCustomerX Tracking
Zoho Projects + CustomerX Tracking

Connect Zoho Projects and CustomerX Tracking to Build Intelligent Automations

Choose a Trigger

Zoho Projects

When this happens...

Choose an Action

CustomerX Tracking

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Enable Integrations or automations with these events of Zoho Projects and CustomerX Tracking

Enable Integrations or automations with these events of Zoho Projects and CustomerX Tracking

Triggers

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 Zoho Projects

Actions

Create Task

Create Task

Creates a new task in a project.

Create Task List

Create Task List

Creates a new task list.

Update Project

Update Project

Updates existing project.

Create Milestone

Create Milestone

Creates a new milestone within a project.

Create Bug

Create Bug

Creates a new bug in a project.

Find Project Owner

Find Project Owner

Get details of a project owner by its name or email.

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Frequently Asked Questions

How do I start an integration between Zoho Projects and CustomerX Tracking?

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

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

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

How often does the data sync between Zoho Projects and CustomerX Tracking?

The data sync between Zoho Projects and CustomerX Tracking 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 Zoho Projects to CustomerX Tracking?

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 Zoho Projects and CustomerX Tracking?

Yes, you can set conditional logic to control the flow of data between Zoho Projects and CustomerX Tracking. 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.

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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CustomerX Tracking

About CustomerX Tracking

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers

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