Zoho Projects for your voice agent

Zoho Projects is an online project management service for portals, projects, tasks, issues, and teams. It helps teams plan work, track progress, log time, and keep project data organized.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Zoho Projects app. You register an app in Zoho Projects's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
243 actions, such as check Custom Module Record Follower, clone Task List and count Custom Module Record Attachments.
What it changes
298 actions, such as activate Client User, activate User and add Bug Resolution (V3).
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 542. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Zoho Projects actions

Reads 243

  • Check Custom Module Record Follower
  • Clone Task List
  • Count Custom Module Record Attachments
  • Count Custom Module Record Comments
  • Count Custom Module Record Edits
  • Count Custom Module Records
  • Export Custom Module Record Status Timeline
  • Export Portal Users
  • Export Project Users
  • Export Status Timeline
  • Export Task Status Timeline
  • Follow Task List
  • Get Attachment
  • Get Attachment Details
  • Get Blueprint Transition Fields
  • Get Bug Resolution (V3)
  • Get Bug Status Transitions (V3)
  • Get Business Hour Details
  • Get Comment Details
  • Get Contact Details
  • Get Custom Domain
  • Get Custom Module Export
  • Get Custom Module Fields
  • Get Custom Module Import
219 more
  • Get Custom Module Import Errors
  • Get Custom Module Import File
  • Get Custom Module Record
  • Get Custom Module Record Comment
  • Get Custom Module Record Edit
  • Get Custom Module Record Status Timeline
  • Get Custom Module Record View
  • Get Custom View Details
  • Get Custom View Details From Project
  • Get Data Backup Status
  • Get Default Approver
  • Get Default Layout
  • Get Event Comment By ID
  • Get Event Details
  • Get Extension Configuration
  • Get Extension Property
  • Get Field Configuration
  • Get Field Info For Custom Module
  • Get Forum Comment
  • Get Forum Comment By ID
  • Get Forum Details
  • Get Holiday List Details
  • Get Invitation Template
  • Get Issue Comment
  • Get Issue Description
  • Get Issue Details
  • Get Issue Resolution (V3.1)
  • Get Issue Status Timeline (V3.1)
  • Get Layout Details
  • Get Leave Details
  • Get Link Types
  • Get Module
  • Get My Portal Permissions
  • Get My Project Permissions
  • Get Owner Allocated Work
  • Get Phase
  • Get Phase Status Timeline
  • Get Portal Budget Settings
  • Get Portal Currency Settings
  • Get Portal Custom View Details
  • Get Portal Date Time Settings
  • Get Portal Details
  • Get Portal Folder Details
  • Get Portal License Details
  • Get Portal Time Log Report
  • Get Portal User
  • Get Portal User Export
  • Get Profile Details
  • Get Profile Permissions
  • Get Project Custom View Details
  • Get Project Details
  • Get Project Export Form
  • Get Project Folder Settings
  • Get Project Team Folder Details
  • Get Project Team Folder Settings
  • Get Project Time Log Report
  • Get Project User
  • Get Project User Export
  • Get Project User Permissions
  • Get Role Details
  • Get Skill
  • Get Status Timeline
  • Get Task Count
  • Get Task Details
  • Get Task Details From Baseline
  • Get Task List
  • Get Task List Comment
  • Get Time Log By Reference
  • Get Time Log Client Report
  • Get Time Log Details
  • Get Time Log Project Report
  • Get Time Log Report Count
  • Get Time Log Settings
  • Get Time Log Settings Metadata
  • Get Timer Details By Log ID
  • Get User Audit Log
  • Get User License Details
  • Get Users Allocated Work
  • Get Workload Report
  • Get Workload Report Metadata
  • Get Workload Task Details
  • List Baselines
  • List Blocking Waiting Tasks
  • List Blueprints
  • List Blueprint Transitions
  • Get Bulk Read Fields
  • List Business Hours
  • List Business Hour Users
  • List Categories
  • List Customer Contacts
  • List Customer Projects
  • List Customers
  • List Customers By Client User
  • List Custom Module Exports
  • List Custom Module Profile Permissions
  • List Custom Module Record Attachments
  • List Custom Module Record Comments
  • List Custom Module Record Edits
  • List Custom Module Record Followers
  • List Custom Module Records
  • List Data Backup History
  • List Entity Integrations
  • List Event Comments
  • List Field Layouts
  • List Field Options
  • List Field Projects
  • List Followers Of Issue
  • List Forum Comments
  • List Forum Followers
  • List Forums In Project
  • List Forum Tasks
  • List Global Statuses
  • List Holiday Business Hours
  • List Holiday Lists
  • List Holidays
  • List IANA Time Zones
  • List Integration Module Fields
  • List Integration Service Modules
  • List Integration Services
  • List Invitation Templates
  • List Issue Activities
  • List Issue Attachments
  • List Issue Comments
  • List Issue Custom Views
  • List Issue Followers
  • List Issues By Portal
  • List Issue Tasks
  • List Layout Records
  • List Layouts
  • List Leaves
  • List Linked Bugs
  • List Linked Issues
  • List Modules
  • List Multiple Workload Group Owners
  • List My Custom Module Imports
  • List My Project Groups
  • List Participants
  • List Phase Activities
  • List Phase Comments
  • List Phase Followers
  • List Phases
  • List Portal Bug Task Mappings
  • List Portal Pinned Time Logs
  • List Portals
  • List Portal Task Attachments
  • List Portal Task Status History
  • List Portal User Export History
  • List Portal Users
  • List Profile Permissions
  • List Profiles
  • Get Project Attachments
  • List Project Bug Task Mappings
  • List Project Client Users
  • List Project Comments
  • List Project CRM Accounts
  • List Project CRM Contacts
  • List Project CRM Deals
  • List Project Customer Contacts
  • List Project Customers
  • List Project Custom Views
  • List Project Events
  • List Project Exports
  • List Project Groups
  • List Project Issue Custom Views
  • List Project Issues
  • List Project Modules
  • List Project Phases
  • List Project Pinned Time Logs
  • List Projects
  • List Project Status Updates
  • List Project Tags
  • List Project Task Custom Views
  • List Project Task Lists
  • List Project Task Status History
  • List Project Team Folders
  • Get Projects Teams
  • List Project Time Logs
  • List Project User Export History
  • List Project User Permissions
  • List Project Users
  • List Resource Skills
  • List Roles
  • List Running Timers
  • List Skill History
  • List Skill Resources
  • List Skills
  • List Skill Users
  • List Tagged Projects
  • List Tags
  • List Task Associated Bugs
  • List Task Attachments
  • List Task Comments
  • List Task Followers
  • List Task Forums
  • List Task Issues
  • List Task List Comments
  • List Task List Followers
  • List Task Lists By Portal
  • List Task Lists From Template
  • List Tasks By Portal
  • List Tasks By Project
  • List Tasks From Task List Template
  • Get Associated Projects
  • Get Team Details
  • Get Team Users
  • List Time Logs
  • List Trashed Records
  • List User Projects
  • List User Skills
  • List User Subordinates
  • List User Teams
  • List Workload Group Owners
  • List Workload Groups
  • Get Search Results
  • Get Search Results in a Project
  • Unfollow Task List
  • Unmark View As Favourite Portal
  • Unmark View As Favourite Project
  • Validate Custom Domain

Changes 230

  • Activate Client User
  • Activate User
  • Add Bug Resolution (V3)
  • Add Category
  • Add Client User
  • Add Currency
  • Add Custom Domain
  • Add Custom Module Record Comment
  • Add Event
  • Add Event Comment
  • Add Forum
  • Add Forum Comment
  • Add Issue Comment
  • Add Issue Followers
  • Add Issue Resolution (V3.1)
  • Add Leaves
  • Add Or Update Task Followers
  • Add Phase Comment
  • Add Phase Followers
  • Add Portal Customers
  • Add Project Client User
  • Add Project Comment
  • Add Project Customers
  • Add Project User
206 more
  • Add Task Comment
  • Add Task Dependency
  • Add Task Followers
  • Add Task List Comment
  • Add Time Log
  • Add User
  • Apply Blueprint Transition
  • Associate Bugs to Task (V3 Optional IDs)
  • Associate Customers To Project
  • Associate Attachment
  • Associate Forums
  • Associate Issue Attachments
  • Associate Issues to Task (V3 Required IDs)
  • Associate Multiple attachments
  • Associate attachments
  • Associate Project Contacts
  • Associate Project Folders
  • Associate Project Team Folders
  • Add Team (Project)
  • Associate Tags To Entity
  • Associate Task Attachments
  • Associate Tasks
  • Bulk Add Time Logs
  • Bulk Associate Tasks
  • Bulk Create Tasks
  • Bulk Link Issues (V3 String Link Type)
  • Bulk Update Portal Users
  • Bulk Update Resource Skill Levels
  • Bulk Update Tasks
  • Bulk Update Time Logs
  • Bulk Update User Skill Levels
  • Change Link Type
  • Clone Issue
  • Clone Phase
  • Clone Task
  • Close Task List
  • Convert Contact To Client User
  • Convert Task List To Template
  • Convert Task To Task List
  • Convert To Subtask
  • Convert To Task
  • Create Baseline
  • Create Bulk Options
  • Create Bulk Read Job
  • Create Business Hours
  • Create Contacts
  • Create Custom Module Export
  • Create Custom Module Import
  • Create Custom Module Record
  • Create Default Task List
  • Create Extension Property
  • Create Holiday List
  • Create Invitation Template
  • Create Issue
  • Create Layout
  • Create Module
  • Create Or Update Field
  • Create Or Update Link Type
  • Create Or Update Section
  • Create Phase
  • Create Profile
  • Create Project
  • Create Project Export
  • Create Project Folder
  • Create Project Group
  • Create Project Team Folder
  • Create Role
  • Create Skill
  • Create Tags
  • Create Task
  • Create Task List
  • Create Team
  • Disassociate Attachment
  • Disassociate Field
  • Disassociate Forums
  • Disassociate Issue
  • Disassociate Multiple attachments
  • Disassociate Project Contact
  • Disassociate Project Folders
  • Remove Project Team
  • Disassociate Tags From Entity
  • Disassociate Task
  • Disassociate Team Folder
  • Empty Recycle Bin
  • Follow Custom Module Record
  • Follow Forum
  • Follow Issue
  • Follow Task
  • Grant Profile Access
  • Invoke Custom Function
  • Link Bugs
  • Link Issues (V3.1 Structured Link Type)
  • Link Tasks To Issues
  • Mark Comment As Best Answer
  • Mark Custom View As Favorite Project
  • Mark View As Favourite Portal
  • Move Issue
  • Move Phase
  • Move Records To Trash
  • Move Task
  • Pause Timer
  • Pin Time Log
  • Post Project Status Update
  • Reorder Tasks
  • Restore Custom Module Record
  • Restore Module
  • Restore Project
  • Restore Records From Trash
  • Resume Timer
  • Schedule Data Backup
  • Send Timer Notification
  • Set Custom View As Default Portal
  • Set Custom View As Default Project
  • Set Default Business Hours
  • Set Default Invitation Template
  • Set Default Profile
  • Set Default Role
  • Set Default View Portal
  • Set Default View Project
  • Set Favorite View Project
  • Set Favourite View Portal
  • Set Project Primary Customer
  • Set Resource Skills
  • Set User Skills
  • Start Timer
  • Stop Timer
  • Unfollow Custom Module Record
  • Unfollow Forum
  • Unfollow Issue
  • Unfollow Task
  • Unlink Bugs
  • Unlink Issues
  • Unlink Tasks From Issues
  • Unmark Comment As Best Answer
  • Unpin Time Log Entry
  • Update Bug Resolution (V3 PUT)
  • Update Business Hours
  • Update Business Hour Users
  • Update Category
  • Update Contact
  • Update Currency
  • Update Custom Domain Status
  • Update Customer
  • Update Customer Projects
  • Update Custom Module Export
  • Update Custom Module Export Status
  • Update Custom Module Import
  • Update Custom Module Record
  • Update Custom Module Record Comment
  • Update Custom Module Record Followers
  • Update Default Approver
  • Update Default View
  • Update Dependency
  • Update Event
  • Update Event Comment
  • Update Extension Property
  • Update Favorite View
  • Update Field Options
  • Update Forum
  • Update Forum Comment
  • Update Holiday List
  • Update Invitation Template
  • Update Issue
  • Update Issue Comment
  • Update Issue Resolution (V3.1 PATCH)
  • Update Layout
  • Update Leave
  • Update Link Type
  • Update Module
  • Update Phase
  • Update Phase Comment
  • Update Portal Budget Settings
  • Update Portal Date Time Settings
  • Update Portal User
  • Update Profile
  • Update Project
  • Update Project Comment
  • Update Project Export
  • Update Project Folder Details
  • Update Project Group
  • Update Project Team Folder Details
  • Update Project User Details
  • Update Project User Permissions
  • Update Resource Skill Level
  • Update Role
  • Update Skill
  • Update Skill Resources
  • Update Skill Settings
  • Update Skill Users
  • Update Status
  • Update Tag
  • Update Task
  • Update Task Comment
  • Update Task List
  • Update Task List Comment
  • Update Team
  • Update Time Log
  • Update Time Log Pin
  • Update Time Log Settings
  • Update Timer Notes By Log ID
  • Update User Skill Level
  • Attach Files
  • Upload Global Attachments
  • Add Attachments to Comments
  • Upload PDF Logo
  • Upsert Custom Workload Report

Deletes 68

  • Bulk Delete Time Logs
  • Deactivate Client User
  • Deactivate User
  • Delete Bug Resolution (V3)
  • Delete Business Hours
  • Delete Category
  • Delete Client User
  • Delete Client User From Project
  • Delete Contact
  • Delete Currency
  • Delete Custom Domain
  • Delete Customer
  • Delete Customer From Project
  • Delete Custom Module Export
  • Delete Custom Module Import
  • Delete Custom Module Record
  • Delete Custom Module Record Comment
  • Delete Custom View
  • Delete Dependency
  • Delete Event
  • Delete Event Comment
  • Delete Extension Property
  • Delete Field
  • Delete Folder
44 more
  • Delete Forum
  • Delete Forum Comment
  • Delete Holiday List
  • Delete Invitation Template
  • Delete Issue
  • Delete Issue Comment
  • Delete Issue Resolution (V3.1)
  • Delete Layout
  • Delete Leave
  • Delete Link Type
  • Delete Module
  • Delete Or Disassociate Field Options
  • Delete Phase Comment
  • Delete Profile
  • Delete Project
  • Delete Project Comment
  • Delete Project Contacts
  • Delete Project Export
  • Delete Project Group
  • Delete Project User
  • Delete Records
  • Delete Role
  • Delete Section
  • Delete Skill
  • Delete Tag
  • Delete Task
  • Delete Task Comment
  • Delete Task List
  • Delete Task List Comment
  • Delete Team
  • Delete Team Folder
  • Delete Time Log
  • Delete Timer
  • Delete User
  • Remove Default Invitation Template
  • Remove Issue Followers
  • Remove Phase Followers
  • Remove View From Favorites Portal
  • Remove View From Favorites Project
  • Revoke Profile Access
  • Trash Custom Module Record
  • Trash Module
  • Trash Phase
  • Trash Project

Zoho Projects setup

  1. Registering your Zoho Projects app

    Create an app in Zoho Projects's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Zoho Projects

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 542 actions the agent may use. Start with lookups and add the ones that change Zoho Projects when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call