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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 (OAuth)

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.

How we protect your data

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.