• Documentation >
• Apps >
• Productivity >
• Zoho Projects

Zoho Projects

Getting Started with Zoho Projects

The Zoho Projects modules allow you to monitor, list, get, create, update, or delete projects, milestones, tasklists, tasks, bugs, forums, events, and documents in your Zoho Projects account.

Prerequisites

• A Zoho Projects account

In order to use Zoho Projects with Ibexa Connect, it is necessary to have a Zoho Projects account. If you do not have one, you can create a Zoho Projects account at www.zoho.com/projects.

Connecting Zoho Projects to Ibexa Connect

1. Open Ibexa Connect and the Create a connection dialog of the desired Zoho Projects module.

2. Enter the name for the connection and select the Region. Click Continue.

3. After you click the Continue button, Ibexa Connect redirects you to the Zoho website where you will be prompted to grant Ibexa Connect access to your account.

4. Confirm the dialog by clicking the Accept button.

The connection has been established.

Projects

Watch Projects

Triggers when a new project is created.

Required Permissions: ZohoProjects.projects.READ

Portal ID	Select the Portal ID whose projects you want to watch.
Watch	Select which kind of project updates you want to watch for: Created Date Updated Date
Limit	The maximum number of projects Ibexa Connect should return during one scenario execution cycle.

List Projects

Gets all the projects in the portal for the logged in user.

Required Permissions: ZohoProjects.projects.READ

Portal ID	Select the Portal ID whose projects you want to watch.
Search By	Select how you want to list the projects: Project Groups Projects
Limit	The maximum number of projects Ibexa Connect should return during one scenario execution cycle.

Get Project

List the details of the project.

Required Permissions: ZohoProjects.projects.READ

Portal ID	Select the Portal ID whose project you want to retrieve.
Project ID	Select the Project ID of the project you want to retrieve.

Create Project

Creates a new project.

Required Permissions: ZohoProjects.users.READ, ZohoProjects.projects.CREATE, ZohoProjects.projects.READ

Portal ID	Select the Portal ID where you want to create a project.
Name	Enter a name for the new project.
Description	Enter the details of the project.
Start Date	Enter the start date of the project.
End Date	Enter the end date of the project.
Owner ID	Select the owner of the project.
Custom Field ID	Select the value for custom field.
Strict Project	Select whether this project is strict: Yes No
Budget ID	Select the budget type for the project: None Based on Amount Based on Hours

Update Project

Updates the project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.projects.UPDATE

Portal ID	Select the Portal ID where you want to create a project.
Name	Select a new name for the project.
Description	Enter new details of the project.
Start Date	Select a new begin date for the project.
End Date	Select a new end date of the project.
Owner ID	Select the new owner of the project.
Custom Field ID	Select the new value for custom field.
Strict Project	Select whether this project is strict: Yes No
Budget ID	Select the new budget type for the project to update: None Based on Amount Based on Hours

Delete Project

Deletes the project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.projects.DELETE

Portal ID	Select the Portal ID whose projects you want to delete.
Project ID	Select the Project ID to be deleted.

List Project Activities

Lists all the recent activities of a project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.activities.READ

Portal ID	Select the Portal ID whose projects activities you want to retrieve.
Project ID	Select the Project ID whose activities you want to retrieve.
Limit	The maximum number of records Ibexa Connect should return during one scenario execution cycle.

Milestones

Watch Milestones

Triggers when a new milestone is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ

Portal ID	Select the Portal ID whose projects milestones you want to watch.
Project ID	Select the Project ID whose milestones you want to watch.
Watch	Select what kind of milestone updates you want to watch for the project: Created Date Updated Date
Limit	The maximum number of milestones Ibexa Connect should return during one scenario execution cycle.

List Milestones

Gets all the milestones in a given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ

Portal ID	Select the Portal ID of the project whose milestones you want to list.
Project ID	Select the Project ID whose milestones you want to list.
Status	Select the status of the milestones: All Completed Not Completed
Display Type	Select the way you want to display the milestones: All Upcoming Delayed
Flag	Select the milestone with the specific flag: All Internal External
Limit	The maximum number of milestones Ibexa Connect should return during one scenario execution cycle.

Get Milestone

Gets the details of a milestone.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ

Portal ID	Select the Portal ID of the project whose milestone you want to retrieve.
Project ID	Select the Project ID whose milestone you want to retrieve.
Milestone ID	Select the Milestone ID you want to retrieve.

Create Milestone

Creates a new milestone in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.milestones.CREATE

Portal ID	Select the Portal ID of the project that you want to create a milestone.
Project ID	Select the Project ID that you want to create a milestone for.
Owner	Select the owner of the milestone.
Name	Select a name for the milestone.
Start Date	Select the start date of the milestone.
End Date	Select the end date of the milestone.
Flag	Select the flag of the milestone: Internal External

Update Milestone

Updates the milestone in a given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.users.READ, ZohoProjects.milestones.UPDATE

Portal ID	Select the Portal ID of the project whose milestone you want to update.
Project ID	Select the Project ID whose milestone you want to update.
Milestone ID	Select the Milestone ID to be updated.
Owner	Select a new owner for the milestone.
Name	Select a new name for the milestone.
Start Date	Select the start date of the milestone.
End Date	Select the end date of the milestone.
Flag	Select a new flag for the milestone: Internal External

Delete Milestone

Deletes a milestone in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.milestones.DELETE

Portal ID	Select the Portal ID of the project whose milestone you want to delete.
Project ID	Select the Project ID whose milestone you want to delete.
Milestone ID	Select the Milestone ID to be deleted.

Tasklists

Watch Tasklists

Triggers when a new tasklist is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasklists.READ

Portal ID	Select the Portal ID of the project whose tasklists you want to watch.
Project ID	Select the Project ID whose tasklists you want to watch.
Flag	Select the flag of the tasklist you want to watch: Internal External
Watch	Select which kind of tasklist update you want to watch for in the project: Created Date Updated Date
Limit	The maximum number of tasklists Ibexa Connect should return during one scenario execution cycle.

List Tasklists

Gets all tasklists in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.tasklists.READ

Portal ID	Select the Portal ID of the project whose tasklists you want to list.
Project ID	Select the Project ID whose tasklists you want to list.
Milestone ID	Select the Milestone ID whose tasklist you want to list.
Flag	Select the flag of the tasklist you want to list: Internal External
Limit	The maximum number of tasklists Ibexa Connect should return during one scenario execution cycle.

Create Tasklist

Creates a new tasklist in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.tasklists.CREATE

Portal ID	Select the Portal ID of the projects that you want to create a tasklist.
Project ID	Select the Project ID that you want to create a tasklist.
Name	Select or enter a name for the tasklist.
Flag	Select the flag of the tasklist: Internal External
Milestone ID	Select the Milestone ID of the tasklist.

Update Tasklist

Updates a tasklist in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasklists.READ, ZohoProjects.milestones.READ, ZohoProjects.tasklists.UPDATE

Portal ID	Select the Portal ID of the project whose tasklist you want to update.
Project ID	Select the Project ID whose tasklist you want to update.
Tasklist ID	Select the tasklists you want to update.
Milestone ID	Select the Milestone ID of the tasklist.
Name	Enter a new name for the tasklist.
Flag	Select the flag of the tasklist: Internal External
Status	Select the status of the tasklist: Active Completed

Delete Tasklist

Deletes a tasklist in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasklists.READ, ZohoProjects.tasklists.DELETE

Portal ID	Select the Portal ID of the project whose tasklist you want to delete.
Project ID	Select the Project ID whose tasklist you want to delete.
Tasklist ID	Select the tasklist you want to delete.

Tasks

Watch Tasks

Triggers when a new task is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ

Portal ID	Select the Portal ID of the project whose tasks you want to watch.
Project ID	Select the Project ID whose tasks you want to watch.
Flag	Select the flag of the task you want to watch: Internal External
Watch	Select which kind of task update you want to watch for in the project: Created Date Updated Date
Limit	The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

List Tasks

Gets all tasks in the given project. It fetches only the main tasks and not the subtasks.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasklists.READ, ZohoProjects.milestones.READ, ZohoProjects.tasks.READ

Portal ID	Select the Portal ID of the project whose tasks you want to list.
Project ID	Select the Project ID whose tasks you want to list.
Milestone ID	Select the Milestone ID of the tasks you want to list.
Tasklist ID	Select the Tasklist ID of the task you want to list.
Owner	Select the owner of the tasks you want to be list.
Created By	Select the member who created the task that you want to list.
Status	Select the status of task you want to list: Completed Not Completed
Time	Select the time period of the task you want to list: Overdue Today Tomorrow
Priority	Select the priority of the task you want to list: None Low Medium High
Sort Column	Select the column by which you want sort the task: Created Time Last Modified Time
Sort Order	Select the order in which you want the tasks to be listed: Ascending Order Descending Order
Last Modified Time	Select the time for when a task was last modified.
Limit	The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Get Task

Gets the details of the task.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ

Portal ID	Select the Portal ID of the project whose task you want to retrieve.
Project ID	Select the Project ID whose task you want to retrieve.
Task ID	Select the Task ID of the task you want to retrieve.

Create Task

Creates a new task in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasklists.READ, ZohoProjects.tasks.CREATE

Portal ID	Select the Portal ID of the project you want to create a task.
Project ID	Select the Project ID whose tasks you want to create.
Person Responsible	Select the owner for the task.
Name	Select or enter the name for the task.
Tasklist ID	Select the Tasklist ID for the task.
Start Date	Select the start date of the task.
End Date	Select the end date of the task.
Duration Type	Select the duration of the task: Days Hrs
Priority	Select the priority of the task: None Low Medium High
Description	Enter the information about the task.
Work Type	Select the work type allocation of the task: Work Hours Per Day Work in Percentage Work Hours
Reminder	Select the reminder for the task. You can select reminders in days, daily or same day. You can select reminders for maximum of 30 days.
Recurrence Frequency	Select the recurrence for reminders about the task: Daily Weekly Monthly Yearly
Time span	Select or enter the time span based on which the task occurs. The time span must be greater than 1 and less than 15.
Number of Occurrences	Select the number of occurrences of the task occurs again.
Recur Task Comments	Enter any additional information for the recurrence of the task.
File Name	Enter the file name if you are uploading a file for the task.
Data	Map the file you want to upload from the previous module (e.g. Dropbox > Get a file), or enter the file name and file data manually.

Update Task

Updates the task in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.users.READ, ZohoProjects.tasklists.READ, ZohoProjects.tasks.UPDATE

Portal ID	Select the Portal ID of the projects whose task you want to update.
Project ID	Select the Project ID whose task you want to update.
Task ID	Select the Task ID you want to update.
Person Responsible	Select a new owner of the task.
Name	Select a new name for the task.
Tasklist ID	Select the Tasklist ID for the task.
Start and End Date	Select a new start and end date of the task.
Duration Type	Select a new duration type of the task: Days Hrs
Priority	Select a new priority for the task: None Low Medium High
Description	Enter new information about the task.
Percent Complete	Select the percentage of completion of the task.
Work Type	Select the work type allocation of the task: Work Hours Per Day Work in Percentage Work Hours
Reminder	Select the new reminder for the task to update. You can select reminders in days, daily or on sameday. You can select reminders for a maximum of 30 days.
Recurring Frequency	Select the recurrence for reminders about the task: Daily Weekly Monthly Yearly
Time Span	Select or enter the time span based on which the task occurs. The time span must be greater than 1 and less than 15.
Number of Occurrences	Select the number of occurrences of the task that occurs again.
Recur Task Comments	Enter any additional information for the recurrence of the task.
File Name	Enter the file name if you are uploading a file for the task.
Data	Map the file you want to upload from the previous module (e.g. Dropbox > Get a file), or enter the file name and file data manually.

Reorder Task

Reorders the task in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.tasks.UPDATE

Portal ID	Select the Portal ID of the project whose tasks you want to reorder.
Project ID	Select the Project ID whose task you want to reorder.
Task ID	Select the Task ID that you want to reorder.
Previous Task ID	Select the Previous Task ID that needs to be reordered.
New Task ID	Select the New Task ID with which the task needs to be reordered.

Delete Task

Deletes the tasks in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.tasks.DELETE

Portal ID	Select the Portal ID of the project whose tasks you want to delete.
Project ID	Select the Project ID whose task you want to delete.
Task ID	Select the Task ID whose task you want to delete.

List Subtasks

Lists all the subtask in the given task.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ

Portal ID	Select the Portal ID of the project whose subtasks you want to list.
Project ID	Select the Project ID whose subtask you want to list.
Task ID	Select the Task ID whose subtasks you want to list.
Limit	The maximum number of subtasks Ibexa Connect should return during one scenario execution cycle.

Create Subtask

Create the subtask in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.tasks.READ, ZohoProjects.users.READ, ZohoProjects.tasks.CREATE

Portal ID	Select the Portal ID of the project you want to create a subtask.
Project ID	Select the Project ID that you want to create a subtask.
Task ID	Select the Task ID that you want to create a subtask.
Persons Responsible	Select the assignee for the subtask.
Name	Enter a name for the new subtask.
Start Date	Enter the subtask start date.
End Date	Enter the subtask end date.
Duration Type	Select the duration type of the subtask: Days Hrs
Priority	Select the priority of the subtask: None Low Medium High
Description	Enter the description for the subtask.
Reminder	Select the reminder for the subtask. You can select reminders in days, daily or same day. You can select reminders for maximum of 30 days.

Time Logs

Watch Time logs

Triggers when a new time log is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.timesheets.READ

Portal ID	Select the Portal ID of the project whose time logs you want to watch.
Project ID	Select the Project ID whose time logs you want to watch.
Watch	Select which kind of time log updates you want to watch for: Created Date Updated Date
Limit	The maximum number of time logs Ibexa Connect should return during one scenario execution cycle.

List Time Logs

Lists all the time logs in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasks.READ, ZohoProjects.timesheets.READ

Search	Select the option to filter the time logs: All My Time Logs By Task
Portal ID	Select the Portal ID of the project whose time logs you want to list.
Project ID	Select the Project ID whose time logs you want to list.
Users List	Select the users whose time logs you want to list.
View Type	Select the way you want to list the time logs: Day Week Month
Date	Select the date to list the time logs.
Billing Status	Select the billing status of the time log you want to list: Billable Non Billable
Component Type	Select the type of activity of the time log you want to list: Task Bug General
Approval Status	Select the approval status of the time log you want to list. Approved Pending Rejected
Limit	The maximum number of time logs Ibexa Connect should return during one scenario execution cycle.

Create Time Log

Creates the time log to a task.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.tasks.READ, ZohoProjects.timesheets.CREATE

Portal ID	Select the Portal ID of the project whose task time log you want to create.
Project ID	Select the Project ID whose task time log you want to create.
Task ID	Select the Task ID for which you want to create the time log.
Date and Time	Select the date and time for the task to create the time log. The given date should be in the range between the start and end date of the project entity. Also, time logging is not allowed for future dates (only past ~ present date)
Owner	Select the owner of the task.
Bill Status	Select the billing status of the task. Billable Non Billable
Notes	Enter any information about the task time log.

Bugs

Watch Bugs

Triggers when a new bug/issue is created.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ

Portal ID	Select the Portal ID of the project whose bugs you want to watch.
Project ID	Select the Project ID whose bugs you want to watch.
Watch	Select which kind of bug updates you want to watch for: Created Date Updated Date
Limit	The maximum number of records Ibexa Connect should return during the execution of one complete scenario.

List Bugs

Lists all the bugs in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoProjects.milestones.READ, ZohoProjects.bugs.READ

Portal ID	Select the Portal ID of the project whose bugs you want to list.
Project ID	Select the Project ID whose all the bugs you want to list.
Status Type	Select the status type of the bugs you want to list: Open Closed
Sort Column	Select the option to sort the bugs by columns: Created Time Last Modified Time
Sort Order	Select the order in which you want to list the bug:. Ascending Order Descending Order
Flag	Select the flag of the bug you want to list: Internal External
Status	Select the status of the bug you want to list: Open In Progress To be Tested Closed
Severity	Select the severity of the bug you want to list: Show Stopper Critical Major Minor
Classification	Select a classification of the bug from the following predefined options: Security Crash/Hand Data Loss Performance UI/Usability Other bug Feature (New)
Module	Select the Module ID of the project whose bugs you want to list.
Milestone	Select a milestone of the bug that you want to list.
Affected Milestone	Select the affected milestone of the bug that you want to list.
Limit	The maximum number of bugs Ibexa Connect should return during one scenario execution cycle.

Get Bug

Gets details of the bug.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ

Portal ID	Select the Portal ID of the project whose bugs you want to retrieve.
Project ID	Select the Project ID whose bugs you want to retrieve.
Bug ID	Select the Bug IDs of the bugs you want to retrieve details.

Create Bug

Creates a bug in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.milestones.READ, ZohoProjects.bugs.CREATE

Portal ID	Select the Portal ID to select the project for creating the bug.
Project ID	Select or enter the Project ID where you want to create the bug.
Title	Enter a new title for the bug.
Description	Enter a new description for the bug.
Assignee	Select a member to assign the bug.
Flag	Select a flag for the bug: Internal External
Classification	Select a classification for the bug from the following predefined options: Security Crash/Hand Data Loss Performance UI/Usability Other bug Feature (New) Enhancement
Milestone ID	Select a milestone for the bug.
Due Date	Select a due date by which the bug must be resolved or fixed.
Severity	Select the severity according to the bug: Show Stopper Critical Major Minor
Reproducible	Select the frequency in which the bug is reproducible: Always Sometimes Rarely Unable Never Tried Not Applicable
Affected Milestone ID	Select the affected Milestone ID for these bugs.

Update Bug

Updates a bug in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ, ZohoProjects.users.READ, ZohoProjects.milestones.READ, ZohoProjects.bugs.UPDATE

Portal ID	Select the Portal ID to select the project for updating the bug.
Project ID	Select or enter the Project ID whose bug you want to update.
Title	Enter a new title for the bug.
Description	Enter a new description for the bug.
Assignee	Select a member to assign the bug.
Flag	Select a new flag for the bug: Internal External
Classification	Select a new classification for the bug from the following predefined options: Security Crash/Hand Data Loss Performance UI/Usability Other bug Feature (New) Enhancement
Milestone ID	Select a Milestone ID for the bug.
Due Date	Select a new due date by which the bug must be resolved or fixed.
Severity	Select the new severity of the bug to update: Show Stopper Critical Major Minor
Reproducible	Select the new frequency in which the bug is reproducible: Always Sometimes Rarely Unable Never Tried Not Applicable
Affected Milestone ID	Select the new affected milestone ID.

Delete Bug

Delete a bug in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.bugs.READ, ZohoProjects.bugs.DELETE

Portal ID	Select or enter the Portal ID of the project whose bugs you want to delete.
Project ID	Select the project ID whose bugs you want to delete.
Bug ID	Select or enter all the bug IDs you want to delete.

Event

List Events

List all the events in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ

Portal ID	Select or enter the Portal ID of the project whose event you want to retrieve.
Project ID	Select or enter the Project ID whose events you want to list.
Status	Select the status of the events: Open Closed
Limit	The maximum number of events Ibexa Connect should return during one scenario execution cycle.

Create Event

Creates an event in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ, ZohoProjects.users.READ, ZohoProjects.events.CREATE

Portal ID	Select or enter the Portal ID of the project where you want to create the event.
Project ID	Select or enter the Project ID where you want to create the event.
Title	Enter the title of the event.
Date	Select the date when the event begins. The format is MM-DD-YYYY.
Duration Hour	Select the duration of the event in hours.
Duration Minute	Select the event duration in minutes.
Participants	Enter the participant's name for this event.
Remind Before	You can set a reminder to trigger on time or before 15 minutes or 30 minutes or in hours.
Repeat	Select the number of recurrences for the reminder. You can select to have reminders repeated every hour, every day, every week, every month, or every year.
Number of Times Repeat	Select the number of times you want to have reminders triggered before the event starts. Select a value between 2 to 10.
Location	Select or enter the location of the event.

Update Event

Update an event in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ, ZohoProjects.users.READ, ZohoProjects.events.UPDATE

Portal ID	Select or enter the Portal ID of the project whose event you want to update.
Project ID	Select or enter the Project ID whose event you want to update.
Event ID	Select or enter the Event ID that you want to update.
Title	Enter a new title of the event.
Date	Select a new date when the event begins. The format is MM-DD-YYYY.
Duration Hour	Select the event duration in hours.
Duration Minute	Select the event duration in minutes.
Participants	Select new participants to update.
Remind Before	Set a new reminder to trigger on time, before 15 minutes, before 30 minutes, or in hours.
Repeat	Select the number of recurrences for the reminder. You can select to have reminders repeated every hour, every day, every week, every month, or every year.
Number of Times Repeat	Select the number of times you want to have reminders triggered before the event starts. Select a value between 2 to 10.
Location	Enter a new location for the event.

Delete Event

Deletes an event in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.events.READ, ZohoProjects.events.DELETE

Portal ID	Select or enter the Portal ID of the project whose event you want to delete.
Project ID	Select or enter the Project ID whose event you want to delete.
Event ID	Select the Event ID of the event you want to delete.

Forum

List Forums

List all the forums in the given project.

Required Permissions: ZohoProjects.forums.READ, ZohoProjects.projects.READ

Portal ID	Select or enter the Portal ID of the project whose forums you want to list.
Project ID	Select the Project ID whose forums you want to list.
Category	Select the category of the forums you want to list.
Limit	The maximum number of forums Ibexa Connect should return during one scenario execution cycle.

Get Forum

Fetches the details of the forum.

Required Permissions: ZohoProjects.forums.READ, ZohoProjects.projects.READ

Portal ID	Select or enter the Portal ID of the project whose forum you want to list.
Project ID	Select the Project ID whose forum you want to retrieve.
Forum ID	Select the Forum ID whose details you want to retrieve.

Create Forum

Create a forum in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.forums.READ, ZohoProjects.forums.CREATE, ZohoProjects.users.READ

Portal ID	Select or enter the Portal ID of the project where you want to create a forum.
Project ID	Select the Project ID where you want to create a forum.
Name	Enter a new name for the forum post.
Content Body	Enter the content for the forum post.
Category	Select the category of the forum post.
Type	Select the type of the forum post: Q&A Discussion
Sticky Post	Select yes to post the forum as a sticky: Yes No Not Defined
Announcement	Select if the forum post is an announcement: Yes No

Update Forum

Updates a forum in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.forums.READ, ZohoProjects.forums.UPDATE

Portal ID	Select or enter the Portal ID of the project whose forum you want to update.
Project ID	Select the Project ID whose forum you want to update.
Forum ID	Select the Forum ID you want to update.
Name	Enter a new name for the forum post.
Content Body	Enter the content for the forum post.
Category	Select the category of the forum post.
Type	Select the type of the forum post: Q&A Discussion
Sticky Post	Select yes to post the forum as a sticky: Yes No Not Defined
Announcement	Select if the forum post is an announcement: Yes No Not defined

Delete Forum

Deletes a forum in the given project.

Required Permissions: ZohoProjects.forums.DELETE, ZohoProjects.forums.READ, ZohoProjects.projects.READ

Portal ID	Select or enter the Portal ID of the project whose forum you want to delete.
Project ID	Select the Project ID whose forum you want to delete.
Forum ID	Select the Forum ID you want to delete.

Add Forum Category

Adds a forum category.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.forums.READ, ZohoProjects.forums.CREATE

Portal ID	Select or enter the Portal ID where you want to add a project forum category.
Project ID	Select the Project ID where you want to add the forum category.
Category Name	Enter a new name for the forum category.

Document

Watch Documents

Triggers when a new document is added.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.documents.READ, ZohoPC.files.READ

Portal ID	Select the Portal ID of the project whose documents you want to watch.
Project ID	Select the Project ID whose documents you want to watch.
Watch	Select what kind of document updates you want to watch for: Created Date Updated Date
Limit	The maximum number of documents Ibexa Connect should return during the execution of one complete scenario.

List Documents

List all the documents in the given project.

Required Permissions: ZohoProjects.projects.READ, ZohoProjects.documents.READ, ZohoPC.files.READ

Portal ID	Select or enter the Portal ID of the project whose documents you want to list.
Project ID	Select the Project ID whose documents you want to list.
Folder ID	Select the Folder ID whose documents you want to list
Sort Column	Select the column by which the documents needs to be sorted: Date Order Kind Name
Sort Order	Select the order in which you want to list the documents: Ascending Descending
Category	Select the category of the documents to be listed: All Documents Spreadsheets Presentations PDF Images Audios Videos
Limit	The maximum number of documents Ibexa Connect should return during one scenario execution cycle.

Get Document

Fetches the details of the document.

Portal ID	Select or enter the Portal ID of the project whose documents you want to list.
Project ID	Select the Project ID whose document details you want to list.
Resource ID	Select the document whose details you want to list.

Add Document

Adds a document in the folder.

Required Permissions: ZohoProjects.documents.CREATE, ZohoProjects.documents.READ, ZohoPC.files.CREATE, ZohoProjects.projects.READ, ZohoProjects.users.READ, ZohoPC.files.READ

Portal ID	Select or enter the Portal ID of the project you want to add documents.
Project ID	Select the Project ID that you want to add documents.
Source File	Specify the file you want to add to the folder. File NameEnter the file name. E.g. document.pdf DataEnter or map the file data. The file can be mapped from the previous module (E.g. Dropbox > Get a File or Google Drive > Get a File).
Folder ID	Select the Folder ID in which the documents need to be added.
Notify To	Select the members to be notified on adding the document.

Delete Document

Deletes the document.

Portal ID	Select or enter the Portal ID of the project whose document you want to delete.
Project ID	Select the Project ID whose document you want to delete.
Resource ID	Select the document name to delete.

Other

Make an API Call

Allows you to perform a custom API call.

URL	Enter a path relative to https://projectsapi.zoho.com/restapi/. E.g. portal/<Portal_ID>/projects/. For the list of available endpoints, refer to the Zoho Projects API documentation. Expand the "Zoho Projects" menu item in the left side menu. Choose an entity you would like to work with.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Projects

The following API call returns all projects from your Zoho Projects portal:

Matches of the search can be found in the module's Output under Bundle > Body > projects. In our example, 2 projects were returned: