Project Management

Add Zoho Projects to your AI agent

Manage Zoho Projects portals, projects, tasks, issues, time logs, users, forums, events, custom fields, and WorkDrive-backed documents across regional data centers.

Things your agent can do in Zoho Projects
542

Things your AI can do in Zoho Projects

Your FormWise AI can handle any of these in Zoho Projects — on its own, without you needing to click a button.

  • Activate Client User

    Restore a deactivated client user's portal access.

  • Activate User

    Restore a deactivated user's portal access.

  • Add Bug Resolution (V3)

    Add a resolution through the V3 bug_id contract. This variant supports V3 custom-field and WorkDrive thirdparty_id inputs and returns no content; use Add Issue Resolution (V3.1) for the V3.1 issue response.

  • Add Category

    Add a new category for forums in a specific project. Use this API to create a forum category to organize discussions within a project.

  • Add Client User

    Invite one or more client users to a portal and assign projects and rates.

  • Add Currency

    Add a new currency to the organisation. Use this API to configure the currency code, symbol, format, and exchange rate for budget and financial tracking across projects.

  • Add Custom Domain

    Add a custom domain for the portal.

  • Add Custom Module Record Comment

    Add a comment to a record. Use this API to post a new comment, with optional attachments.

  • Add Event

    Add a new event to a specific project. Use this API to create and schedule an event within a project.

  • Add Event Comment

    Add a comment to a specific event in a project. Use this API to post a comment on an event within a project.

  • Add Forum

    Add a new forum to a specific project. Use this API to create a forum for discussions within a project.

  • Add Forum Comment

    Add a comment to a specific forum in a project. Use this API to post a comment on a forum within a project.

Show 488 more things it can do
  • Add Issue Comment

    Add a comment to an issue.

  • Add Issue Followers

    Receive updates or notifications about the issue in a project.

  • Add Issue Resolution (V3.1)

    Add a resolution through the V3.1 issue_id contract and return the created resolution list. Use Add Bug Resolution (V3) when V3 custom-field or WorkDrive thirdparty_id inputs are required.

  • Add Leaves

    Create a leave in the Zoho Projects portal. A maximum of 100 leaves can be added in a request. Multiple user leaves cannot be added with a single request.

  • Add Or Update Task Followers

    API to add or update followers to a given task.

  • Add Phase Comment

    Add a comment to a phase with optional notifications and attachments.

  • Add Phase Followers

    Add users as followers of a phase.

  • Add Portal Customers

    Add customers to the Zoho Projects portal.

  • Add Project Client User

    Grant one or more client users access to a project.

  • Add Project Comment

    Add a comment to a project. Use this API to associate attachments if required.

  • Add Project Customers

    Create new customer within a project in the Zoho Projects portal.

  • Add Project User

    Grant one or more portal users access to a project.

  • Add Task Comment

    Add a new comment to a task. Use this API to post remarks, feedback, or updates on a task to keep collaborators informed.

  • Add Task Dependency

    Create a dependency between two tasks in a project.

  • Add Task Followers

    Add followers to a task.

  • Add Task List Comment

    Add a comment to a task list.

  • Add Time Log

    Add a time log to a project. Use this API to record time spent on tasks or issues within a project.

  • Add User

    Invite one or more users to a portal with roles, profiles, projects, and rates.

  • Apply Blueprint Transition

    Execute transition in a blueprint.

  • Associate Bugs to Task (V3 Optional IDs)

    Use the V3 /tasks/{task_id}/bugs contract to associate bugs with a task. This variant permits bug_ids to be omitted; use Associate Issues to Task (V3 Required IDs) when supplying a required bug ID list.

  • Associate Customers To Project

    Associate customers to a project.

  • Associate Attachment

    Note: Users can upload files up to 20 MB by default. For larger files, use the upload server and the user must be a member of the selected folder. Files larger than 20 MB must be uploaded using the WorkDrive Large File Upload API .

  • Associate Forums

    Link one or more forums to a task. Use this API to connect relevant forum discussions to a task.

  • Associate Issue Attachments

    Associate attachments with an issue.

  • Associate Issues to Task (V3 Required IDs)

    Use the V3 /tasks/{task_id}/associate-bugs contract to associate a required list of bug IDs with a task. Use Associate Bugs to Task (V3 Optional IDs) only for the separate contract where bug_ids may be omitted.

  • Associate Multiple attachments

    Associate Multiple attachments for all entities

  • Associate attachments

    Associate attachments for all entities

  • Associate Project Contacts

    Associate existing contacts with a project.

  • Associate Project Folders

    Associate folder(s) to a project.

  • Associate Project Team Folders

    Associate an existing team folder to a project.

  • Add Team (Project)

    Add an existing team to a specific project. Use this API to associate a portal team with a project to grant its members access.

  • Associate Tags To Entity

    Associate tags with a module in a project. Note: This API will replace the current associated tags with the new tag IDs if the previous tag IDs are not included in the request.

  • Associate Task Attachments

    Associate attachments to a task.

  • Associate Tasks

    Associate tasks with a specific issue.

  • Bulk Add Time Logs

    Add multiple time log entries to a specific portal. Use this API to submit multiple time log entries in a single request.

  • Bulk Associate Tasks

    Associate multiple tasks with multiple issues in a project.

  • Bulk Create Tasks

    Create multiple tasks in a project in one request.

  • Bulk Delete Time Logs

    Remove multiple time log entries from a specific portal.

  • Bulk Link Issues (V3 String Link Type)

    Link source issue_ids to linking_issue_ids with the V3 contract, using a string link_type and receiving no content. Use Link Issues (V3.1 Structured Link Type) to identify the link type by ID or name.

  • Bulk Update Portal Users

    Modify profiles, roles, reporting lines, business hours, or rates for portal users.

  • Bulk Update Resource Skill Levels

    Update the proficiency level of up to 100 resources for a skill.

  • Bulk Update Tasks

    Modify multiple tasks at once in the Zoho Projects portal.Note: A maximum of 100 tasks across 5 unique projects can be updated per request.

  • Bulk Update Time Logs

    Update multiple time log entries in the Zoho Projects portal. Use this API to modify multiple time log entries in a single request.

  • Bulk Update User Skill Levels

    Update the proficiency level of up to 100 portal users for a skill.

  • Change Link Type

    Change the link type between two issues.

  • Check Custom Module Record Follower

    Verify whether the user is a follower.

  • Clone Issue

    Clone an issue in a project. Use this API to create a duplicate of an existing issue.

  • Clone Phase

    Clone a phase and its configuration within a project.

  • Clone Task

    Clone a task to create multiple instances within the project.

  • Clone Task List

    Create a task list in the specified project by cloning an existing task list from a project, project template, or task template.

  • Close Task List

    Modify status of the task list as closed in a project.

  • Convert Contact To Client User

    Convert contact to a client user in the Zoho Projects portal.

  • Convert Task List To Template

    Convert a task list into a template in a project.

  • Convert Task To Task List

    to make the parent task as Tasklist.

  • Convert To Subtask

    Convert a task into a subtask under a specified parent task in the project. Note: Parent task : The task directly above a subtask in the hierarchy. The converted task will be nested one level below this task. A parent task may or may not be a root task. Root task : A task at the topmost level of a task hierarchy. It has no parent above it. A root task can become a parent task if subtasks are added to it, but a parent task is not always a root task.

  • Convert To Task

    Convert a subtask into a root task in the project. Note: Parent task : The task directly above a subtask in the hierarchy. The converted task will be nested one level below this task. A parent task may or may not be a root task. Root task : A task at the topmost level of a task hierarchy. It has no parent above it. A root task can become a parent task if subtasks are added to it, but a parent task is not always a root task.

  • Count Custom Module Record Attachments

    Retrieve the count of attachments from a record.

  • Count Custom Module Record Comments

    Retrieve the total number of comments for a record.

  • Count Custom Module Record Edits

    Retrieve the total number of edits made to a record within a module.

  • Count Custom Module Records

    Retrieve the count of records from a module.

  • Create Baseline

    Create a baseline based on the current schedules in a project. Use this API to capture a snapshot of the project schedule for progress tracking and comparison.

  • Create Bulk Options

    Create options for a custom-module field in bulk.

  • Create Bulk Read Job

    Create a bulk read job to export records of a module from the Zoho Projects portal. The job is asynchronous: Zoho POSTs completion status and a one-day CSV ZIP download URL to follow_url.

  • Create Business Hours

    Create a business calendar in the Zoho Projects portal.

  • Create Contacts

    Create new contacts in the Zoho Projects portal.

  • Create Custom Module Export

    Pass project_id to scope the export to a single project. Omit it to export across the whole portal.

  • Create Custom Module Import

    Initiate an import operation for a module by uploading a file.

  • Create Custom Module Record

    Create a record in a custom module. Use this API to add a record with basic details such as name, status, layout, and project.

  • Create Default Task List

    Create Default tasklist for a Project.

  • Create Extension Property

    Store all the entity or app properties of the extension.

  • Create Holiday List

    Create a holiday list in the Zoho Projects portal.

  • Create Invitation Template

    Create a portal invitation email template.

  • Create Issue

    Create an issue in a project. Use this API to add a new issue with required and optional fields.

  • Create Layout

    Create or clone a layout in a module.

  • Create Module

    Create a custom module in the portal.

  • Create Or Update Field

    Create a field or update an existing field in a module layout.

  • Create Or Update Link Type

    Create or update a link type in a project.

  • Create Or Update Section

    Add or update a layout section.

  • Create Phase

    Create a phase with owner, status, dates, tags, position, template settings, and budget details.

  • Create Profile

    Create or clone a profile in a portal.

  • Create Project

    Create a new project in the Zoho Projects portal.

  • Create Project Export

    Create a project export in the Zoho Projects portal.

  • Create Project Folder

    Create a folder under a project team folder or folder.

  • Create Project Group

    Add a new project group in the Zoho Projects portal.

  • Create Project Team Folder

    Create a team folder in a project.

  • Create Role

    Create a role in a portal.

  • Create Skill

    Create a skill in a Zoho Projects portal.

  • Create Tags

    Create new tags in the Zoho Projects portal.

  • Create Task

    Add a task to the project.

  • Create Task List

    Add a Task list to the project.

  • Create Team

    Create a new team in a specific portal. Use this API to set up a team and group users for collaborative work within a portal.

  • Deactivate Client User

    Revoke a client user's portal access without deleting the account.

  • Deactivate User

    Revoke a user's portal access without deleting the account.

  • Delete Bug Resolution (V3)

    Remove a resolution through the V3 bug_id contract. This operation uses the documented bugs.UPDATE grant; use Delete Issue Resolution (V3.1) for the issue_id contract with bugs.DELETE.

  • Delete Business Hours

    Remove a business calendar from the Zoho Projects portal.

  • Delete Category

    Delete a forum category from a specific project. Use this API to permanently remove a forum category within a project.

  • Delete Client User

    Remove a client user from the Zoho Projects portal.

  • Delete Client User From Project

    Remove a client user from the project.

  • Delete Contact

    Remove a contact from the Zoho Projects portal.

  • Delete Currency

    Remove a currency configured for the Zoho Projects portal.

  • Delete Custom Domain

    Remove the custom domain configuration from the Zoho Projects portal. The portal will use the default Zoho Projects domain once removed.

  • Delete Custom Module Export

    Remove a portal-level Custom Module export. Deleting a scheduled export also cancels its remaining runs.

  • Delete Custom Module Import

    Remove an import entry from the table.

  • Delete Custom Module Record

    Remove a record permanently from the recycle bin. Use this API to remove a record completely.

  • Delete Custom Module Record Comment

    Remove a comment from a record. Use this API to remove a comment permanently.

  • Delete Custom View

    Remove a task custom view from the Zoho Projects portal.

  • Delete Customer

    Remove the client company from the Zoho Projects portal.

  • Delete Customer From Project

    Remove a customer from the project.

  • Delete Dependency

    Remove a task dependency between tasks in a project.

  • Delete Event

    Remove a specific event from a project. Use this API to permanently remove an event from a project.

  • Delete Event Comment

    Delete a comment associated with an event in a project within the Zoho Projects portal.

  • Delete Extension Property

    Remove the entity or app property from the extension.

  • Delete Field

    Remove a field from a custom module.

  • Delete Folder

    Delete a Folder.

  • Delete Forum

    Delete a forum from a specific project. Use this API to permanently remove a forum and its content from a project.

  • Delete Forum Comment

    Delete a comment from a specific forum in a project. Use this API to permanently remove a comment from a forum within a project.

  • Delete Holiday List

    Remove a holiday list from the Zoho Projects portal.

  • Delete Invitation Template

    Delete a portal invitation email template.

  • Delete Issue

    Remove an issue from a project. Use this API to permanently remove an issue using its ID.

  • Delete Issue Comment

    Remove a comment from an issue. Use this API to remove a comment using its ID.

  • Delete Issue Resolution (V3.1)

    Remove a resolution through the V3.1 issue_id contract with the documented bugs.DELETE grant. Use Delete Bug Resolution (V3) for the bug_id contract with bugs.UPDATE.

  • Delete Layout

    Remove a layout from a module.

  • Delete Leave

    Remove a leave from the Zoho Projects portal.

  • Delete Link Type

    Delete a link type in a project.

  • Delete Module

    Permanently remove a module from trash.

  • Delete Or Disassociate Field Options

    Remove or disassociate options from a field.

  • Delete Phase Comment

    Remove a comment from a phase.

  • Delete Profile

    Delete a profile and migrate affected users.

  • Delete Project

    Permanently delete a project that has already been moved to the trash. Use Trash Project first for an active project.

  • Delete Project Comment

    Delete Comment in a Project.

  • Delete Project Contacts

    Remove contacts from a project.

  • Delete Project Export

    Remove a project export from the Zoho Projects portal.

  • Delete Project Group

    Remove a project group from the Zoho Projects portal.

  • Delete Project User

    Remove a user's access to a project.

  • Delete Records

    Permanently remove selected records from the recycle bin.

  • Delete Role

    Delete a role and migrate affected users.

  • Delete Section

    Remove a section from a layout.

  • Delete Skill

    Permanently delete a skill from a Zoho Projects portal.

  • Delete Tag

    Remove a tag from the Zoho Projects portal.

  • Delete Task

    Remove a task from the project.

  • Delete Task Comment

    Remove a comment from a task.

  • Delete Task List

    Remove a task list from the project.

  • Delete Task List Comment

    Remove a comment from a task list.

  • Delete Team

    Remove a specific team from a portal. Use this API to permanently remove a team and its associations within a portal.

  • Delete Team Folder

    Remove a team folder from a project.

  • Delete Time Log

    Remove the time log from a project.

  • Delete Timer

    Remove a timer entry from the Zoho Projects portal. Use this API to delete a timer that is no longer needed.

  • Delete User

    Permanently remove a user from a portal.

  • Disassociate Attachment

    Dissociate an attachment from an issue.

  • Disassociate Field

    Remove a field from a layout.

  • Disassociate Forums

    Disassociate multiple forums from a task.

  • Disassociate Issue

    Disassociate bug from a task.

  • Disassociate Multiple attachments

    Disassociate Multiple attachments for all entities

  • Disassociate Attachment

    Disassociate for all entities

  • Disassociate Project Contact

    Disassociate a contact from a project.

  • Disassociate Project Folders

    Disassociate folder(s) from a project.

  • Remove Project Team

    Remove a specific team from a project. Use this API to dissociate a team from a project and revoke its members' project access.

  • Disassociate Tags From Entity

    Remove associated tags from a module in a project.

  • Disassociate Task

    Remove task association from an issue. Use this API to unlink a task from an issue.

  • Disassociate Team Folder

    Disassociate team folder(s) from a project.

  • Empty Recycle Bin

    Permanently delete all records from a portal's recycle bin. This cannot be reversed.

  • Export Custom Module Record Status Timeline

    Exports status timeline of a record.

  • Export Portal Users

    Start an asynchronous export of portal users.

  • Export Project Users

    Start an asynchronous export of project users.

  • Export Status Timeline

    Export the status timeline of tasks from a portal. Use this API to download a report of task status changes.

  • Export Task Status Timeline

    Create an export of task status timeline data across the portal.

  • Follow Custom Module Record

    Add a follower to the record.

  • Follow Forum

    Follow a specific forum in a project to receive notifications. Use this API to subscribe a user to forum updates within a project.

  • Follow Issue

    Add or update followers to an issue in a project.

  • Follow Task

    Follow a task in a project.

  • Follow Task List

    Follow a task list to receive updates and notifications. Use this API to subscribe a user to activity on a specific task list within a project.

  • Get Attachment

    Retrieve attachments of a comment. Use this API to fetch files associated with a specific comment.

  • Get Attachment Details

    Get attachments details by attachment id

  • Get Blueprint Transition Fields

    Retrieve data of the action that is set to execute during the transition.

  • Get Bug Resolution (V3)

    Retrieve a bug resolution through the V3 bug_id contract. The response uses the V3 status_code/response wrapper; use Get Issue Resolution (V3.1) for the direct V3.1 issue response.

  • Get Bug Status Transitions (V3)

    Retrieve status-transition history through the V3 bug_id contract. The result uses the V3 status_code/response wrapper; use Get Issue Status Timeline (V3.1) for a direct timeline list.

  • Get Business Hour Details

    Retrieve details of the business hours using its ID.

  • Get Comment Details

    Fetch Single Comment Detail.

  • Get Contact Details

    Retrieve details of a contact from the Zoho Projects portal.

  • Get Custom Domain

    Retrieve custom domain details for the portal.

  • Get Custom Module Export

    Retrieve the details of a specific portal-level Custom Module export, including its file format, selected fields, filter criteria, schedule and notified users.

  • Get Custom Module Fields

    Retrieve fields and metadata available in a custom module.

  • Get Custom Module Import

    Retrieve the details of an import operation.

  • Get Custom Module Import Errors

    Retrieve the error details of the import operation.

  • Get Custom Module Import File

    Retrieve the details of the uploaded files for mapping in import operation.

  • Get Custom Module Record

    Retrieve details of a specific record. Use this API to fetch complete information of a record using its ID.

  • Get Custom Module Record Comment

    Retrieve the details of a specific comment from a record. Use this API to fetch a single comment using its ID.

  • Get Custom Module Record Edit

    Retrieve edits made to a record using a specific audit ID.

  • Get Custom Module Record Status Timeline

    Retrieve the status timeline of a record.

  • Get Custom Module Record View

    Get detail of the custom view.

  • Get Custom View Details

    Retrieve the details of a project custom view, along with its associated fields.

  • Get Custom View Details From Project

    Retrieve the details of a custom view along with its fields.

  • Get Data Backup Status

    Check whether a portal backup is in progress or completed and return its download URL when ready.

  • Get Default Approver

    Retrieve the default approver of the user in a project.

  • Get Default Layout

    Retrieve the default layout configured for a module.

  • Get Event Comment By ID

    Retrieve the details of a specific event comment using its comment ID. Use this API to access an event comment without requiring the event ID.

  • Get Event Details

    Retrieve the details of a specific event in a project. Use this API to access the full information of an event within a project.

  • Get Extension Configuration

    Retrieve the configuration of the extension.

  • Get Extension Property

    Retrieve one page of entity or app properties from an extension.

  • Get Field Configuration

    Retrieve supported field types and field limits for a module.

  • Get Field Info For Custom Module

    Retrieve fields and metadata for a custom module, one page at a time.

  • Get Forum Comment

    Retrieve a specific comment from a forum in a project. Use this API to access the details of a particular comment within a forum.

  • Get Forum Comment By ID

    Retrieve the details of a specific forum comment using its comment ID. Use this API to access a forum comment without requiring the forum ID.

  • Get Forum Details

    Retrieve the details of a specific forum in a project. Use this API to access the full information of a forum within a project.

  • Get Holiday List Details

    Retrieve holiday list details using its ID.

  • Get Invitation Template

    Retrieve one portal invitation email template.

  • Get Issue Comment

    Retrieve a specific comment on an issue.

  • Get Issue Description

    Retrieve the description of the issue in a project.

  • Get Issue Details

    Retrieve details of an issue in a project. Use this API to fetch complete information of an issue using its ID.

  • Get Issue Resolution (V3.1)

    Retrieve an issue resolution through the V3.1 issue_id contract, which returns the resolution list directly. Use Get Bug Resolution (V3) for the wrapped V3 bug_id response.

  • Get Issue Status Timeline (V3.1)

    Retrieve status-transition history through the V3.1 issue_id contract as a direct timeline list. Use Get Bug Status Transitions (V3) for the wrapped V3 response.

  • Get Layout Details

    Retrieve complete layout details, including its sections.

  • Get Leave Details

    Retrieve specific leave details from the Zoho Projects portal.

  • Get Link Types

    Get all link types for a project.

  • Get Module

    Retrieve one module's configuration.

  • Get My Portal Permissions

    Retrieve the current user's record-level or field-level portal permissions.

  • Get My Project Permissions

    Retrieve the current user's record-level or field-level project permissions.

  • Get Owner Allocated Work

    Retrieve allocated work details of an existing user or resource from the Zoho Projects portal.

  • Get Phase

    Retrieve complete details for a phase by ID.

  • Get Phase Status Timeline

    Retrieve the status transition history of a phase.

  • Get Portal Budget Settings

    Retrieve the budget settings configured for the Zoho Projects portal. Use this API to get the current budget configuration, including EVM settings, currency, and profile permissions.

  • Get Portal Currency Settings

    Retrieve the currency settings configured for the Zoho Projects portal. Use this API to get the base currency, currency list, and conversion settings.

  • Get Portal Custom View Details

    Get portal Custom View Details.

  • Get Portal Date Time Settings

    Get the date and time settings of the portal.

  • Get Portal Details

    Retrieve details and business settings for a Zoho Projects portal.

  • Get Portal Folder Details

    Return folder details available in a portal.

  • Get Portal License Details

    Note.

  • Get Portal Time Log Report

    Retrieve time log reports from the Zoho Projects portal.

  • Get Portal User

    Retrieve a portal user by ZPUID or email address.

  • Get Portal User Export

    Retrieve a portal user export job and its output URLs.

  • Get Profile Details

    Retrieve a profile and its configuration from a portal.

  • Get Profile Permissions

    Retrieve record-level or field-level permissions for a profile.

  • Get Project Custom View Details

    Retrieve the details of a custom task view. Use this API to fetch the filters, grouping, and display settings configured for a specific custom view.

  • Get Project Details

    Retrieve details of a project.

  • Get Project Export Form

    Retrieve the Project export form from the Zoho Projects portal.

  • Get Project Folder Settings

    Retrieve details of the folder settings from a project.

  • Get Project Team Folder Details

    Retrieve the team folder or folder settings from a project.

  • Get Project Team Folder Settings

    Retrieve the team folder settings of a project.

  • Get Project Time Log Report

    Retrieve time log reports from a project.

  • Get Project User

    Retrieve a project user by ZPUID or email address.

  • Get Project User Export

    Retrieve a project user export job and its output URLs.

  • Get Project User Permissions

    Retrieve record-level or field-level permissions for one project user.

  • Get Role Details

    Retrieve a role from a portal.

  • Get Skill

    Retrieve a skill and its associated users from a Zoho Projects portal.

  • Get Status Timeline

    Retrieve the status change timeline for a task. Use this API to track how a task has progressed through different statuses over time.

  • Get Task Count

    Displays the total number of tasks associated with each project.

  • Get Task Details

    Retrieve the details of a specific task in a project. Use this API to fetch metadata such as assignee, status, priority, and dates for a given task.

  • Get Task Details From Baseline

    Retrieve task details captured under a specific baseline. Use this API to compare current task data against a baseline to identify deviations.

  • Get Task List

    Retrieve the details of a specific task list. Use this API to fetch metadata and configuration of a task list within a project.

  • Get Task List Comment

    Retrieve a specific comment from a task list. Use this API to fetch the details of a single comment posted on a task list.

  • Get Time Log By Reference

    Retrieve time log details from a project.

  • Get Time Log Client Report

    Get time log client report.

  • Get Time Log Details

    Retrieve time log details from a project.

  • Get Time Log Project Report

    Get time log project report.

  • Get Time Log Report Count

    Retrieve time log report count.

  • Get Time Log Settings

    Retrieve the time log settings for a specific portal. Use this API to access the current configuration of time log settings in a portal.

  • Get Time Log Settings Metadata

    Retrieve the metadata for time log settings in a specific portal. Use this API to access the available options and configurations for time log settings.

  • Get Timer Details By Log ID

    Retrieve timer details for a specific time log entry in a project. Use this API to access the timer information associated with a particular time log entry.

  • Get User Audit Log

    Return one page of audit records for a portal user.

  • Get User License Details

    Retrieve portal and client user license usage and availability.

  • Get Users Allocated Work

    Retrieve allocated work details of multiple users or resources from the Zoho Projects portal.

  • Get Workload Report

    Retrieve workload report details from the Zoho projects portal.

  • Get Workload Report Metadata

    Retrieve workload report meta details from the Zoho projects portal.

  • Get Workload Task Details

    Retrieve the workload details of a task from the Zoho Projects portal.

  • Grant Profile Access

    Grant record-level or field-level actions to a profile.

  • Invoke Custom Function

    Execute a custom function in the Zoho Projects portal.

  • Link Bugs

    Establish a link between multiple issues.

  • Link Issues (V3.1 Structured Link Type)

    Link one or more source issues to one or more target issues with the V3.1 contract and a link_type object containing an ID or name. Use Bulk Link Issues (V3 String Link Type) for the separate string link_type contract.

  • Link Tasks To Issues

    Link multiple tasks to multiple issues in a project.

  • List Baselines

    Retrieve all baselines from a project. Use this API to view saved project snapshots for comparing planned versus actual progress.

  • List Blocking Waiting Tasks

    Retrieve details of a blocking waiting tasks for a given task.

  • List Blueprint Transitions

    Retrieve actions that are set to execute after transition.

  • List Blueprints

    Retrieve one page of blueprints from the Zoho Projects portal.

  • Get Bulk Read Fields

    Retrieve the field metadata for the specified modules from the Zoho Projects portal. The fields returned will be aggregated from all layouts of the selected modules.

  • List Business Hour Users

    Retrieve the list of users associated to the business hours from the Zoho Projects portal.

  • List Business Hours

    Retrieve the list of business hours from the Zoho Projects portal.

  • List Categories

    Retrieve one page of forum categories in a project.

  • List Custom Module Exports

    Retrieve scheduled and completed exports for a portal-level Custom Module. Use is_completed to choose between the two: pass false for exports that are still scheduled, and true for exports that have finished and can be downloaded.

  • List Custom Module Profile Permissions

    Retrieve custom-module permissions for multiple profiles.

  • List Custom Module Record Attachments

    Retrieve all attachments of a record.

  • List Custom Module Record Comments

    Retrieve one page of comments for a custom-module record.

  • List Custom Module Record Edits

    Retrieve one page of changes made to a custom-module record.

  • List Custom Module Record Followers

    Retrieve the list of followers from the record.

  • List Custom Module Records

    Retrieve the list of records from a module.

  • List Customer Contacts

    Retrieve contacts belonging to a specific portal customer.

  • List Customer Projects

    Retrieve one page of projects associated with a customer.

  • List Customers

    Retrieve customer details from the Zoho Projects portal.

  • List Customers By Client User

    Retrieve customers and client users from the Zoho Projects portal.

  • List Data Backup History

    Retrieve previously generated portal backups with their status and download links.

  • List Entity Integrations

    Retrieve the integration details of a module from the Zoho Projects portal.

  • List Event Comments

    Retrieve one page of comments on an event in a project.

  • List Field Layouts

    Retrieve layouts associated with a field, one page at a time.

  • List Field Options

    Retrieve selectable options for a field, one page at a time.

  • List Field Projects

    Retrieve projects associated with a field, one page at a time.

  • List Followers Of Issue

    Retrieve followers of an issue in a project.

  • List Forum Comments

    Retrieve one page of comments from a forum in a project.

  • List Forum Followers

    Retrieve all followers of a specific forum in a project. Use this API to access the list of users subscribed to forum notifications within a project.

  • List Forum Tasks

    Retrieve one page of tasks linked to a forum in a project.

  • List Forums In Project

    Retrieve one page of forums in a project.

  • List Global Statuses

    Retrieve global statuses for a module, one page at a time.

  • List Holiday Business Hours

    Retrieve business hours associated with the holiday list.

  • List Holiday Lists

    Retrieve holiday lists from the Zoho Projects portal.

  • List Holidays

    Retrieve holidays for the specified year from the Zoho Projects portal.

  • List IANA Time Zones

    Retrieve the list of IANA timezones from the Zoho Projects portal.

  • List Integration Module Fields

    Retrieve fields from an external service module for mapping.

  • List Integration Service Modules

    Retrieve modules available within an external service.

  • List Integration Services

    Retrieve external services available for integration fields.

  • List Invitation Templates

    Return one page of portal invitation email templates.

  • List Issue Activities

    Retrieve activities performed on issues in a project.

  • List Issue Attachments

    Retrieve all attachments of an issue.

  • List Issue Comments

    Retrieve one page of comments on an issue.

  • List Issue Custom Views

    Retrieve custom views of the portal.

  • List Issue Followers

    Retrieve the followers of an issue in a project.

  • List Issue Tasks

    Retrieve tasks associated to a specific issue.

  • List Issues By Portal

    Retrieve one page of issues across a portal.

  • List Layout Records

    Retrieve entities associated with a layout, one page at a time.

  • List Layouts

    Retrieve module layouts, one page at a time.

  • List Leaves

    Retrieve one page of leaves from the Zoho Projects portal.

  • List Linked Bugs

    Retrieve all linked issues of an issue.

  • List Linked Issues

    Retrieve one page of issues linked to a specific issue.

  • List Modules

    Retrieve portal modules and configuration, one page at a time.

  • List Multiple Workload Group Owners

    Retrieve the list of records across multiple groups in the workload report. Use this API to fetch user, team, profile or role-level workload data across multiple groups, apply filters, and paginate through results.

  • List My Custom Module Imports

    Retrieve the list of import operations.

  • List My Project Groups

    Retrieve project groups associated with a user.

  • List Participants

    Retrieve one page of participants for an event in a portal.

  • List Phase Activities

    Return one page of activities performed on a phase.

  • List Phase Comments

    Return one page of comments on a phase.

  • List Phase Followers

    Return one page of users following a phase.

  • List Phases

    Return one page of phases across a portal with sorting, custom-view, ID, and structured-filter controls.

  • List Portal Bug Task Mappings

    Retrieve the tasks associated with issues.

  • List Portal Pinned Time Logs

    Retrieve all pinned entries from the time logs weekly form for a specific portal. Use this API to access the list of pinned time log entries across a portal.

  • List Portal Task Attachments

    Return task attachments across the portal for the documented project-to-task mapping.

  • List Portal Task Status History

    Retrieve one page of task status transitions across a portal.

  • List Portal User Export History

    Return one page of portal user export jobs.

  • List Portal Users

    Return one page of portal users, client users, and contacts.

  • List Portals

    Retrieve all portals accessible to the current user, including company, owner, profile, plan, timezone, and environment details.

  • List Profile Permissions

    Retrieve record-level or field-level permissions for multiple profiles.

  • List Profiles

    Retrieve one page of profiles and their configurations in a portal.

  • Get Project Attachments

    Get attachments details by Entity id

  • List Project Bug Task Mappings

    Retrieve the tasks associated with an issue.

  • List Project Client Users

    Retrieve customers and client users associated with a project.

  • List Project Comments

    Retrieve comments from a project. Use this API to list comments with pagination support.

  • List Project CRM Accounts

    Retrieve CRM accounts associated with a project.

  • List Project CRM Contacts

    Retrieve CRM contacts associated with a project.

  • List Project CRM Deals

    Retrieve CRM deals associated with a project in the Zoho Projects portal.

  • List Project Custom Views

    Retrieve the custom views available for a specific project.

  • List Project Customer Contacts

    Retrieve one page of customer contacts associated with a project.

  • List Project Customers

    Retrieve details of customers associated with a project.

  • List Project Events

    Retrieve one page of events scheduled within a project.

  • List Project Exports

    Retrieve the details of project exports from the Zoho Projects portal.

  • List Project Groups

    Retrieve one page of project groups from a Zoho Projects portal.

  • List Project Issue Custom Views

    Retrieve custom views of a project.

  • List Project Issues

    Retrieve one page of issues in a project.

  • List Project Modules

    Get Project Associated Modules Details.

  • List Project Phases

    Return one page of phases in a project with sorting, custom-view, ID, and structured-filter controls.

  • List Project Pinned Time Logs

    Retrieve all pinned entries from the time logs weekly form for a specific project. Use this API to access the list of pinned time log entries within a project's weekly form.

  • List Project Status Updates

    Retrieve the status from a project.

  • List Project Tags

    Retrieve tags from a project.

  • List Project Task Custom Views

    Retrieve one page of task custom views configured for a project.

  • List Project Task Lists

    Retrieve task lists associated with a specific project.

  • List Project Task Status History

    Retrieve one page of task status transitions across a project.

  • List Project Team Folders

    Return the team folders associated with a project, optionally filtered by association and available action.

  • Get Projects Teams

    Retrieve one page of teams and members associated with a project.

  • List Project Time Logs

    Retrieve one page of time logs from a project.

  • List Project User Export History

    Return one page of project user export jobs.

  • List Project User Permissions

    Retrieve record-level or field-level permissions for project users.

  • List Project Users

    Return one page of users associated with a project.

  • List Projects

    Retrieve one page of projects from a Zoho Projects portal.

  • List Resource Skills

    Retrieve one page of skills associated with a portal resource.

  • List Roles

    Retrieve one page of roles from a portal.

  • List Running Timers

    Retrieve one page of running timers from a Zoho Projects portal.

  • List Skill History

    Retrieve audit history for a skill, optionally continuing with a provider token.

  • List Skill Resources

    Retrieve one page of resources associated with a skill.

  • List Skill Users

    Retrieve one page of portal users associated with a skill.

  • List Skills

    Retrieve one page of skills configured for a Zoho Projects portal.

  • List Tagged Projects

    Get associated projects for tags.

  • List Tags

    Retrieve one page of tags from a Zoho Projects portal.

  • List Task Associated Bugs

    Get Associated Bugs from a task.

  • List Task Attachments

    Get all attachments of a Task.

  • List Task Comments

    Retrieve one page of comments from a task.

  • List Task Followers

    Retrieve followers for a task.

  • List Task Forums

    Retrieve multiple forums from a task.

  • List Task Issues

    Retrieve issues associated to a specific task.

  • List Task List Comments

    Retrieve multiple comments from a task list.

  • List Task List Followers

    Retrieve the list of followers for a specific task list. Use this API to view who is monitoring updates and changes to a task list in a project.

  • List Task Lists By Portal

    Retrieve task lists from the Zoho Projects portal.

  • List Task Lists From Template

    Retrieves task lists that are associated with a template in the Zoho Projects portal.

  • List Tasks By Portal

    Retrieve one page of tasks across all projects in a portal.

  • List Tasks By Project

    Retrieve one page of tasks in a project.

  • List Tasks From Task List Template

    Retrieve tasks from a task list template.

  • Get Associated Projects

    Retrieve one page of projects associated with teams in a portal.

  • Get Team Users

    Retrieve one page of users associated with teams in a portal.

  • Get Team Details

    Retrieve one page of teams and their details in a portal.

  • List Time Logs

    Retrieve one page of time logs across a Zoho Projects portal.

  • List Trashed Records

    Retrieve one page of records in a portal's recycle bin, optionally filtered and sorted.

  • List User Projects

    Retrieve one page of projects associated with a portal user.

  • List User Skills

    Retrieve one page of skills associated with a portal user.

  • List User Subordinates

    Return one page of descendants in a user's reporting hierarchy.

  • List User Teams

    Retrieve one page of teams associated with a user.

  • List Workload Group Owners

    Retrieve the list of records that belong to a specific group in the workload report. Use this API to fetch user, team, profile or role-level workload data, apply filters, and paginate through results for a specific group.

  • List Workload Groups

    Retrieve the groups from the workload report. When a Group By option is selected, records are organized under the selected group. Use this API to fetch these groups, apply filters, and configure the time range for global or project-specific reports.

  • Mark Comment As Best Answer

    Mark a specific comment as the best answer in a forum. Use this API to highlight the most helpful response within a forum discussion.

  • Mark Custom View As Favorite Project

    Mark a time log custom view as favourite in a project.

  • Mark View As Favourite Portal

    Mark a time log custom view as favourite across portal.

  • Move Issue

    Move an issue to another project. Use this API to move an issue by specifying the destination project ID.

  • Move Phase

    Move a phase to another project.

  • Move Records To Trash

    Move records to the recycle bin while retaining the ability to restore them.

  • Move Task

    Move a task to a different task list or milestone within a project.

  • Pause Timer

    Pause a running timer in the Zoho Projects portal. Use this API to temporarily stop a running timer without deleting the tracked time.

  • Pin Time Log

    Pin a time log in the Zoho Projects Portal. Use this API to mark a time log entry as pinned for quick access in the weekly form.

  • Post Project Status Update

    Create a new status in a project.

  • Remove Default Invitation Template

    Remove an invitation email template's default status.

  • Remove Issue Followers

    Remove followers from an issue in a project.

  • Remove Phase Followers

    Remove users from a phase's followers.

  • Remove View From Favorites Portal

    Remove a custom view from favorites at the portal level. Use this API to unpin a view that no longer needs to be featured as a favourite across the portal.

  • Remove View From Favorites Project

    Remove a custom view from the favorite views for a project.

  • Reorder Tasks

    Update the order of tasks within a task list.

  • Restore Custom Module Record

    Restore the trashed record from recycle bin.

  • Restore Module

    Restore a module from trash.

  • Restore Project

    Restore a project from the trash.

  • Restore Records From Trash

    Restore selected records from the recycle bin within the retention period.

  • Resume Timer

    Resume a paused timer in the Zoho Projects portal. Use this API to continue tracking time on a previously paused timer.

  • Revoke Profile Access

    Revoke record-level or field-level actions from a profile.

  • Schedule Data Backup

    Schedule generation of a downloadable portal backup, or return an existing backup generated within the last 24 hours.

  • Get Search Results

    Retrieve search results from the Zoho Projects portal.

  • Get Search Results in a Project

    Retrieve search results from a project

  • Send Timer Notification

    Send the documented timer notification to affected Zoho Projects users.

  • Set Custom View As Default Portal

    Set a time log custom view as the default view across the portal.

  • Set Custom View As Default Project

    Set a time log custom view as the default view in a project.

  • Set Default Business Hours

    Set default business hours in the Zoho Projects portal.

  • Set Default Invitation Template

    Set an invitation email template as the portal default.

  • Set Default Profile

    Set a profile as the portal default.

  • Set Default Role

    Set a role as the portal default.

  • Set Default View Portal

    Set a custom view as the default view at the portal level. Use this API to define which view is displayed by default when users access tasks across the portal.

  • Set Default View Project

    Set a custom task view as the default view for a project. Use this API to define which view is displayed by default when users access tasks within a specific project.

  • Set Favorite View Project

    Set a custom view as a favourite for a project. Use this API to pin frequently used views for quicker access within a specific project.

  • Set Favourite View Portal

    Set a custom view as a favourite at the portal level. Use this API to pin frequently used views for quicker access across the portal.

  • Set Project Primary Customer

    Modify the primary customer for a project.

  • Set Resource Skills

    Associate or dissociate skills for a portal resource.

  • Set User Skills

    Associate or dissociate skills for a portal user.

  • Start Timer

    Start a new timer for a module.

  • Stop Timer

    Stop a running timer in the Zoho Projects portal. Additional fields such as item_id, type, log_name and project_id are required when stopping a generic timer to associate the log with a project.

  • Trash Custom Module Record

    Move a record to recycle bin within Zoho Projects portal.

  • Trash Module

    Move a module to trash.

  • Trash Phase

    Move a phase to the project recycle bin.

  • Trash Project

    Move a project to the trash.

  • Unfollow Custom Module Record

    Remove a follower from the record.

  • Unfollow Forum

    Unfollow a specific forum in a project to stop receiving notifications. Use this API to unsubscribe a user from forum updates within a project.

  • Unfollow Issue

    Remove followers from an issue in a project.

  • Unfollow Task

    API to unfollow a given task.

  • Unfollow Task List

    Unfollow a task list to stop receiving its notifications. Use this API to unsubscribe a user from activity updates on a specific task list within a project.

  • Unlink Bugs

    Remove the link between issues in a project.

  • Unlink Issues

    Unlink multiple issues at once in a project.

  • Unlink Tasks From Issues

    Unlink multiple tasks from multiple issues in a project.

  • Unmark Comment As Best Answer

    Remove the best answer designation from a specific comment in a forum. Use this API to unmark a comment that was previously marked as the best answer in a forum discussion.

  • Unmark View As Favourite Portal

    Unmark a time log custom view as favourite across portal.

  • Unmark View As Favourite Project

    Unmark a time log custom view as favourite in a project.

  • Unpin Time Log Entry

    Remove a pinned time log from the Zoho Projects portal.

  • Update Bug Resolution (V3 PUT)

    Replace a bug resolution with the V3 PUT bug_id contract. This variant supports V3 custom-field and WorkDrive thirdparty_id inputs and returns no content; use Update Issue Resolution (V3.1 PATCH) for the V3.1 contract.

  • Update Business Hour Users

    Associate/disassociate user from the business hours.

  • Update Business Hours

    Modify the work hours by archiving the business hours and creating a new one in the Zoho Projects portal.

  • Update Category

    Update a forum category in a specific project. Use this API to modify the name of an existing forum category within a project.

  • Update Contact

    Update a contact in the Zoho Projects portal.

  • Update Currency

    Update an existing currency configured for the Zoho Projects portal. Use this API to modify the currency code, symbol, format, or exchange rate. Only the fields included in the request are modified.

  • Update Custom Domain Status

    Update the custom domain status. Enable the domain after SSL verification or disable the active domain mapping. When disabled, the portal will be accessible using the default Zoho Projects domain.

  • Update Custom Module Export

    Every field is replaced by the value sent, so pass the complete configuration rather than only the keys that changed.

  • Update Custom Module Export Status

    Toggle a portal-level Custom Module scheduled export on or off. Switching it off suspends the schedule without deleting the export, so it can be resumed later.

  • Update Custom Module Import

    Modify the details of an import operation.

  • Update Custom Module Record

    Modify details of an existing record. Use this API to modify fields such as name, status, layout, or other record properties.

  • Update Custom Module Record Comment

    Modify details of an existing comment in a record. Use this API to modify comment content or associated attachments.

  • Update Custom Module Record Followers

    Add multiple followers to a custom-module record.

  • Update Customer

    Modify customer details in the Zoho Projects portal.

  • Update Customer Projects

    Modify the projects associated with customer in the Zoho Projects portal.

  • Update Default Approver

    Modify the default time log approver of the user in a project.

  • Update Default View

    Mark a custom view as the default view for a project.

  • Update Dependency

    Modify the dependency between tasks in a project.

  • Update Event

    Update details of an event in the Zoho Projects portal.

  • Update Event Comment

    Update an existing comment associated with an event in a project within the Zoho Projects portal.

  • Update Extension Property

    Modify the entity or app property in an extension.

  • Update Favorite View

    Mark a custom view as a favorite view for a project.

  • Update Field Options

    Rename or reorder existing options for a field.

  • Update Forum

    Update a forum in a specific project. Use this API to modify the details of an existing forum within a project.

  • Update Forum Comment

    Update a comment in a specific forum in a project. Use this API to modify the content of an existing comment within a forum.

  • Update Holiday List

    Modify the details of an holiday list in the Zoho Projects portal.

  • Update Invitation Template

    Modify a portal invitation email template.

  • Update Issue

    Modify an issue in a project. Use this API to modify issue details such as status, assignee, or fields.

  • Update Issue Comment

    Update a comment on an issue.

  • Update Issue Resolution (V3.1 PATCH)

    Update an issue resolution with the V3.1 PATCH issue_id contract and return the updated resolution list. Use Update Bug Resolution (V3 PUT) for V3 custom-field or WorkDrive thirdparty_id inputs.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Zoho Projects is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Zoho Projects, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Zoho Projects for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Zoho Projects work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Zoho Projects to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Zoho Projects in your connected apps

    Inside FormWise, open Connectors and look for Zoho Projects.

  3. 3

    Hit "Connect"

    Click "Connect Zoho Projects" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Zoho Projects

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Zoho Projects actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Zoho Projects for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Zoho Projects workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Zoho Projects users had before signing up

Do I need to know how to code?

Not even a little. If you can use Zoho Projects today, you can set this up. You'll connect Zoho Projects, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Zoho Projects login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Zoho Projects or delete everything any time.

What happens when Zoho Projects updates their app?

We handle it. When Zoho Projects adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Zoho Projects takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Zoho Projects — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Zoho Projects on FormWise

Manage Zoho Projects portals, projects, tasks, issues, time logs, users, forums, events, custom fields, and WorkDrive-backed documents across regional data centers.

Connect Zoho Projects once and your FormWise AI gets 542 things it can do inside it. That means your AI can handle the Zoho Projects work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Zoho Projects? Take a look at www.zoho.com/projects.

Stop doing the Zoho Projects work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.