Integration · Projects and tasks
AI agents for Zoho Projects
Find projects and task lists, search, read, create and update tasks (status, owners, priority, dates), comment on them, and log or read time in a Zoho Projects portal, in the data center where the Zoho account lives.
- Actions
- 16
- Read
- 12
- Write
- 4
Actions
What your agents can do in Zoho Projects
16 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 12
Look things up. Nothing changes.
List portals
Lists the Zoho Projects portals the signed-in person belongs to.
List projects
Lists the portal's projects, optionally only those whose name contains some words, or with a raw Zoho filter.
Get a project
Reads one project by ID: name, key, description, status, owner, start_date, end_date, percent_complete, task and issue counts, layout and custom fields.
Search the portal
Searches the portal for a word or phrase in tasks, projects, task lists, milestones, issues, forums or everything.
List project tasks
Lists a project's tasks, optionally only open or closed ones, whose name contains some words, or with a raw Zoho filter, sorted like DESC(last_modified_time).
List tasks across projects
Lists tasks from every project in the portal, optionally only open or closed ones, or with a raw Zoho filter.
Get a task
Reads one task by its project and ID: name, prefix, description, status, priority, owners_and_work, tasklist, completion_percentage, duration, billing_type, tags, subtasks, followers, dates.
List task comments
Lists a task's comments, newest first.
List task lists
Lists a project's task lists, to choose where a new task goes.
List task statuses
Lists the portal's task statuses with their IDs, which "Create a task" and "Update a task" take, optionally matching a name.
List time logs
Lists the portal's time logs between two dates (at most six months apart).
List users
Lists the portal's active users (or client users), to find the zpuids used as task owners.
Write 4
Create, change or send.
Create a task
Creates a task in a project with a name and optionally a description, task list (the general list otherwise), status ID (from "List statuses"; open otherwise), priority, start and end.
Update a task
Changes a task: status (a status ID from "List statuses"; a closed-type status completes it), owners, priority, start or end (due) time, name, description, completion percentage or task list.
Comment on a task
Adds a comment to a task as the signed-in person.
Log time on a task
Adds a time log to a task (or a general log for the project) for a date, with hours as HH:MM, billable or not, optional notes, and for another person by zpuid when allowed.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Zoho and approve access (OAuth).
Settings
- Data center
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Zoho Projects data
Ask a question in plain words. The agent can list portals, list projects or get a project in Zoho Projects, then answers with what it found.
- 02
Let an agent update Zoho Projects
Have the agent create a task or update a task in Zoho Projects as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Zoho Projects and Slack: it can list portals in Zoho Projects and post a summary to a Slack channel in the same run.
FAQ
Zoho Projects and MyDeepAgents
Can MyDeepAgents connect to Zoho Projects?
Yes. The Zoho Projects connector has 16 actions: 12 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Zoho Projects?
Sign in with Zoho and approve access (OAuth). The connection also asks for: Data center. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Zoho Projects without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs.
Can I use Zoho Projects in workflows as well as agents?
Yes. Every Zoho Projects action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Zoho Projects to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.