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Integrate Zoho Projects with your AI CRM

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

Explore Triggers and Actions

Activate Client User

Restore a deactivated client user's portal access.

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Activate User

Restore a deactivated user's portal access.

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Add Attachments to Comments

Upload one image for display within comment content.

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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.

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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.

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Add Client User

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

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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.

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Add Custom Domain

Add a custom domain for the portal.

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Add Custom Module Record Comment

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

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Add Event

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

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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.

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Add Forum

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

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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.

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Add Issue Comment

Add a comment to an issue.

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Add Issue Followers

Receive updates or notifications about the issue in a project.

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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.

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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.

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Add Or Update Task Followers

API to add or update followers to a given task.

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Add Phase Comment

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

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Add Phase Followers

Add users as followers of a phase.

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Add Portal Customers

Add customers to the Zoho Projects portal.

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Add Project Client User

Grant one or more client users access to a project.

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Add Project Comment

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

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Add Project Customers

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

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Add Project User

Grant one or more portal users access to a project.

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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.

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Add Task Dependency

Create a dependency between two tasks in a project.

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Add Task Followers

Add followers to a task.

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Add Task List Comment

Add a comment to a task list.

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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.

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Add Time Log

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

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Add User

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

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Apply Blueprint Transition

Execute transition in a blueprint.

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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 .

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Associate attachments

Associate attachments for all entities

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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.

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Associate Customers To Project

Associate customers to a project.

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Associate Forums

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

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Associate Issue Attachments

Associate attachments with an issue.

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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.

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Associate Multiple attachments

Associate Multiple attachments for all entities

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Associate Project Contacts

Associate existing contacts with a project.

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Associate Project Folders

Associate folder(s) to a project.

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Associate Project Team Folders

Associate an existing team folder to a project.

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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.

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Associate Task Attachments

Associate attachments to a task.

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Associate Tasks

Associate tasks with a specific issue.

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Attach Files

Upload one file and associate it with a record in Zoho Projects.

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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.

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Bulk Associate Tasks

Associate multiple tasks with multiple issues in a project.

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Bulk Create Tasks

Create multiple tasks in a project in one request.

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Bulk Delete Time Logs

Remove multiple time log entries from a specific portal.

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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.

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Bulk Update Portal Users

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

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Bulk Update Resource Skill Levels

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

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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.

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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.

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Bulk Update User Skill Levels

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

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Change Link Type

Change the link type between two issues.

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Check Custom Module Record Follower

Verify whether the user is a follower.

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Clone Issue

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

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Clone Phase

Clone a phase and its configuration within a project.

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Clone Task

Clone a task to create multiple instances within the project.

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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.

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Close Task List

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

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Convert Contact To Client User

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

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Convert Task List To Template

Convert a task list into a template in a project.

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Convert Task To Task List

to make the parent task as Tasklist.

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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.

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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.

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Count Custom Module Record Attachments

Retrieve the count of attachments from a record.

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Count Custom Module Record Comments

Retrieve the total number of comments for a record.

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Count Custom Module Record Edits

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

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Count Custom Module Records

Retrieve the count of records from a module.

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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.

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Create Bulk Options

Create options for a custom-module field in bulk.

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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.

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Create Business Hours

Create a business calendar in the Zoho Projects portal.

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Create Contacts

Create new contacts in the Zoho Projects portal.

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Create Custom Module Export

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

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Create Custom Module Import

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

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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.

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Create Default Task List

Create Default tasklist for a Project.

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Create Extension Property

Store all the entity or app properties of the extension.

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Create Holiday List

Create a holiday list in the Zoho Projects portal.

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Create Invitation Template

Create a portal invitation email template.

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Create Issue

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

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Create Layout

Create or clone a layout in a module.

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Create Module

Create a custom module in the portal.

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Create Or Update Field

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

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Create Or Update Link Type

Create or update a link type in a project.

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Create Or Update Section

Add or update a layout section.

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Create Phase

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

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Create Profile

Create or clone a profile in a portal.

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Create Project

Create a new project in the Zoho Projects portal.

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Create Project Export

Create a project export in the Zoho Projects portal.

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Create Project Folder

Create a folder under a project team folder or folder.

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Create Project Group

Add a new project group in the Zoho Projects portal.

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Create Project Team Folder

Create a team folder in a project.

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Create Role

Create a role in a portal.

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Create Skill

Create a skill in a Zoho Projects portal.

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Create Tags

Create new tags in the Zoho Projects portal.

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Create Task

Add a task to the project.

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Create Task List

Add a Task list to the project.

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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.

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Deactivate Client User

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

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Deactivate User

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

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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.

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Delete Business Hours

Remove a business calendar from the Zoho Projects portal.

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Delete Category

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

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Delete Client User

Remove a client user from the Zoho Projects portal.

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Delete Client User From Project

Remove a client user from the project.

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Delete Contact

Remove a contact from the Zoho Projects portal.

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Delete Currency

Remove a currency configured for the Zoho Projects portal.

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Delete Custom Domain

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

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Delete Custom Module Export

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

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Delete Custom Module Import

Remove an import entry from the table.

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Delete Custom Module Record

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

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Delete Custom Module Record Comment

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

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Delete Custom View

Remove a task custom view from the Zoho Projects portal.

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Delete Customer

Remove the client company from the Zoho Projects portal.

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Delete Customer From Project

Remove a customer from the project.

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Delete Dependency

Remove a task dependency between tasks in a project.

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Delete Event

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

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Delete Event Comment

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

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Delete Extension Property

Remove the entity or app property from the extension.

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Delete Field

Remove a field from a custom module.

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Delete Folder

Delete a Folder.

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Delete Forum

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

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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.

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Delete Holiday List

Remove a holiday list from the Zoho Projects portal.

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Delete Invitation Template

Delete a portal invitation email template.

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Delete Issue

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

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Delete Issue Comment

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

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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.

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Delete Layout

Remove a layout from a module.

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Delete Leave

Remove a leave from the Zoho Projects portal.

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Delete Link Type

Delete a link type in a project.

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Delete Module

Permanently remove a module from trash.

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Delete Or Disassociate Field Options

Remove or disassociate options from a field.

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Delete Phase Comment

Remove a comment from a phase.

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Delete Profile

Delete a profile and migrate affected users.

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Delete Project

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

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Delete Project Comment

Delete Comment in a Project.

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Delete Project Contacts

Remove contacts from a project.

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Delete Project Export

Remove a project export from the Zoho Projects portal.

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Delete Project Group

Remove a project group from the Zoho Projects portal.

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Delete Project User

Remove a user's access to a project.

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Delete Records

Permanently remove selected records from the recycle bin.

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Delete Role

Delete a role and migrate affected users.

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Delete Section

Remove a section from a layout.

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Delete Skill

Permanently delete a skill from a Zoho Projects portal.

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Delete Tag

Remove a tag from the Zoho Projects portal.

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Delete Task

Remove a task from the project.

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Delete Task Comment

Remove a comment from a task.

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Delete Task List

Remove a task list from the project.

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Delete Task List Comment

Remove a comment from a task list.

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Delete Team

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

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Delete Team Folder

Remove a team folder from a project.

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Delete Time Log

Remove the time log from a project.

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Delete Timer

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

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Delete User

Permanently remove a user from a portal.

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Disassociate Attachment

Dissociate an attachment from an issue.

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Disassociate Attachment

Disassociate for all entities

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Disassociate Field

Remove a field from a layout.

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Disassociate Forums

Disassociate multiple forums from a task.

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Disassociate Issue

Disassociate bug from a task.

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Disassociate Multiple attachments

Disassociate Multiple attachments for all entities

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Disassociate Project Contact

Disassociate a contact from a project.

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Disassociate Project Folders

Disassociate folder(s) from a project.

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Disassociate Tags From Entity

Remove associated tags from a module in a project.

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Disassociate Task

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

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Disassociate Team Folder

Disassociate team folder(s) from a project.

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Empty Recycle Bin

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

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Export Custom Module Record Status Timeline

Exports status timeline of a record.

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Export Portal Users

Start an asynchronous export of portal users.

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Export Project Users

Start an asynchronous export of project users.

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Export Status Timeline

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

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Export Task Status Timeline

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

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Follow Custom Module Record

Add a follower to the record.

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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.

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Follow Issue

Add or update followers to an issue in a project.

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Follow Task

Follow a task in a project.

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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.

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Get Associated Projects

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

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Get Attachment

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

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Get Attachment Details

Get attachments details by attachment id

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Get Blueprint Transition Fields

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

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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.

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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.

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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.

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Get Business Hour Details

Retrieve details of the business hours using its ID.

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Get Comment Details

Fetch Single Comment Detail.

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Get Contact Details

Retrieve details of a contact from the Zoho Projects portal.

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Get Custom Domain

Retrieve custom domain details for the portal.

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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.

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Get Custom Module Fields

Retrieve fields and metadata available in a custom module.

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Get Custom Module Import

Retrieve the details of an import operation.

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Get Custom Module Import Errors

Retrieve the error details of the import operation.

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Get Custom Module Import File

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

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Get Custom Module Record

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

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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.

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Get Custom Module Record Edit

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

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Get Custom Module Record Status Timeline

Retrieve the status timeline of a record.

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Get Custom Module Record View

Get detail of the custom view.

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Get Custom View Details

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

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Get Custom View Details From Project

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

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Get Data Backup Status

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

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Get Default Approver

Retrieve the default approver of the user in a project.

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Get Default Layout

Retrieve the default layout configured for a module.

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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.

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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.

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Get Extension Configuration

Retrieve the configuration of the extension.

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Get Extension Property

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

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Get Field Configuration

Retrieve supported field types and field limits for a module.

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Get Field Info For Custom Module

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

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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.

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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.

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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.

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Get Holiday List Details

Retrieve holiday list details using its ID.

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Get Invitation Template

Retrieve one portal invitation email template.

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Get Issue Comment

Retrieve a specific comment on an issue.

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Get Issue Description

Retrieve the description of the issue in a project.

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Get Issue Details

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

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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.

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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.

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Get Layout Details

Retrieve complete layout details, including its sections.

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Get Leave Details

Retrieve specific leave details from the Zoho Projects portal.

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Get Link Types

Get all link types for a project.

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Get Module

Retrieve one module's configuration.

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Get My Portal Permissions

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

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Get My Project Permissions

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

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Get Owner Allocated Work

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

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Get Phase

Retrieve complete details for a phase by ID.

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Get Phase Status Timeline

Retrieve the status transition history of a phase.

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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.

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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.

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Get Portal Custom View Details

Get portal Custom View Details.

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Get Portal Date Time Settings

Get the date and time settings of the portal.

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Get Portal Details

Retrieve details and business settings for a Zoho Projects portal.

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Get Portal Folder Details

Return folder details available in a portal.

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Get Portal License Details

Note.

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Get Portal Time Log Report

Retrieve time log reports from the Zoho Projects portal.

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Get Portal User

Retrieve a portal user by ZPUID or email address.

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Get Portal User Export

Retrieve a portal user export job and its output URLs.

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Get Profile Details

Retrieve a profile and its configuration from a portal.

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Get Profile Permissions

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

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Get Project Attachments

Get attachments details by Entity id

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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.

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Get Project Details

Retrieve details of a project.

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Get Project Export Form

Retrieve the Project export form from the Zoho Projects portal.

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Get Project Folder Settings

Retrieve details of the folder settings from a project.

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Get Project Team Folder Details

Retrieve the team folder or folder settings from a project.

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Get Project Team Folder Settings

Retrieve the team folder settings of a project.

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Get Project Time Log Report

Retrieve time log reports from a project.

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Get Project User

Retrieve a project user by ZPUID or email address.

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Get Project User Export

Retrieve a project user export job and its output URLs.

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Get Project User Permissions

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

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Get Projects Teams

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

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Get Role Details

Retrieve a role from a portal.

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Get Search Results

Retrieve search results from the Zoho Projects portal.

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Get Search Results in a Project

Retrieve search results from a project

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Get Skill

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

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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.

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Get Task Count

Displays the total number of tasks associated with each project.

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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.

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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.

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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.

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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.

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Get Team Details

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

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Get Team Users

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

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Get Time Log By Reference

Retrieve time log details from a project.

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Get Time Log Client Report

Get time log client report.

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Get Time Log Details

Retrieve time log details from a project.

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Get Time Log Project Report

Get time log project report.

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Get Time Log Report Count

Retrieve time log report count.

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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.

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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.

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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.

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Get User Audit Log

Return one page of audit records for a portal user.

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Get User License Details

Retrieve portal and client user license usage and availability.

ActionTry it

Get Users Allocated Work

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

ActionTry it

Get Workload Report

Retrieve workload report details from the Zoho projects portal.

ActionTry it

Get Workload Report Metadata

Retrieve workload report meta details from the Zoho projects portal.

ActionTry it

Get Workload Task Details

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

ActionTry it

Grant Profile Access

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

ActionTry it

Invoke Custom Function

Execute a custom function in the Zoho Projects portal.

ActionTry it

Link Bugs

Establish a link between multiple issues.

ActionTry it

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.

ActionTry it

Link Tasks To Issues

Link multiple tasks to multiple issues in a project.

ActionTry it

List Baselines

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

ActionTry it

List Blocking Waiting Tasks

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

ActionTry it

List Blueprint Transitions

Retrieve actions that are set to execute after transition.

ActionTry it

List Blueprints

Retrieve one page of blueprints from the Zoho Projects portal.

ActionTry it

List Business Hour Users

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

ActionTry it

List Business Hours

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

ActionTry it

List Categories

Retrieve one page of forum categories in a project.

ActionTry it

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.

ActionTry it

List Custom Module Profile Permissions

Retrieve custom-module permissions for multiple profiles.

ActionTry it

List Custom Module Record Attachments

Retrieve all attachments of a record.

ActionTry it

List Custom Module Record Comments

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

ActionTry it

List Custom Module Record Edits

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

ActionTry it

List Custom Module Record Followers

Retrieve the list of followers from the record.

ActionTry it

List Custom Module Records

Retrieve the list of records from a module.

ActionTry it

List Customer Contacts

Retrieve contacts belonging to a specific portal customer.

ActionTry it

List Customer Projects

Retrieve one page of projects associated with a customer.

ActionTry it

List Customers

Retrieve customer details from the Zoho Projects portal.

ActionTry it

List Customers By Client User

Retrieve customers and client users from the Zoho Projects portal.

ActionTry it

List Data Backup History

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

ActionTry it

List Entity Integrations

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

ActionTry it

List Event Comments

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

ActionTry it

List Field Layouts

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

ActionTry it

List Field Options

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

ActionTry it

List Field Projects

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

ActionTry it

List Followers Of Issue

Retrieve followers of an issue in a project.

ActionTry it

List Forum Comments

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

ActionTry it

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.

ActionTry it

List Forum Tasks

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

ActionTry it

List Forums In Project

Retrieve one page of forums in a project.

ActionTry it

List Global Statuses

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

ActionTry it

List Holiday Business Hours

Retrieve business hours associated with the holiday list.

ActionTry it

List Holiday Lists

Retrieve holiday lists from the Zoho Projects portal.

ActionTry it

List Holidays

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

ActionTry it

List IANA Time Zones

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

ActionTry it

List Integration Module Fields

Retrieve fields from an external service module for mapping.

ActionTry it

List Integration Service Modules

Retrieve modules available within an external service.

ActionTry it

List Integration Services

Retrieve external services available for integration fields.

ActionTry it

List Invitation Templates

Return one page of portal invitation email templates.

ActionTry it

List Issue Activities

Retrieve activities performed on issues in a project.

ActionTry it

List Issue Attachments

Retrieve all attachments of an issue.

ActionTry it

List Issue Comments

Retrieve one page of comments on an issue.

ActionTry it

List Issue Custom Views

Retrieve custom views of the portal.

ActionTry it

List Issue Followers

Retrieve the followers of an issue in a project.

ActionTry it

List Issue Tasks

Retrieve tasks associated to a specific issue.

ActionTry it

List Issues By Portal

Retrieve one page of issues across a portal.

ActionTry it

List Layout Records

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

ActionTry it

List Layouts

Retrieve module layouts, one page at a time.

ActionTry it

List Leaves

Retrieve one page of leaves from the Zoho Projects portal.

ActionTry it

List Linked Bugs

Retrieve all linked issues of an issue.

ActionTry it

List Linked Issues

Retrieve one page of issues linked to a specific issue.

ActionTry it

List Modules

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

ActionTry it

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.

ActionTry it

List My Custom Module Imports

Retrieve the list of import operations.

ActionTry it

List My Project Groups

Retrieve project groups associated with a user.

ActionTry it

List Participants

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

ActionTry it

List Phase Activities

Return one page of activities performed on a phase.

ActionTry it

List Phase Comments

Return one page of comments on a phase.

ActionTry it

List Phase Followers

Return one page of users following a phase.

ActionTry it

List Phases

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

ActionTry it

List Portal Bug Task Mappings

Retrieve the tasks associated with issues.

ActionTry it

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.

ActionTry it

List Portal Task Attachments

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

ActionTry it

List Portal Task Status History

Retrieve one page of task status transitions across a portal.

ActionTry it

List Portal User Export History

Return one page of portal user export jobs.

ActionTry it

List Portal Users

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

ActionTry it

List Portals

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

ActionTry it

List Profile Permissions

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

ActionTry it

List Profiles

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

ActionTry it

List Project Bug Task Mappings

Retrieve the tasks associated with an issue.

ActionTry it

List Project Client Users

Retrieve customers and client users associated with a project.

ActionTry it

List Project Comments

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

ActionTry it

List Project CRM Accounts

Retrieve CRM accounts associated with a project.

ActionTry it

List Project CRM Contacts

Retrieve CRM contacts associated with a project.

ActionTry it

List Project CRM Deals

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

ActionTry it

List Project Custom Views

Retrieve the custom views available for a specific project.

ActionTry it

List Project Customer Contacts

Retrieve one page of customer contacts associated with a project.

ActionTry it

List Project Customers

Retrieve details of customers associated with a project.

ActionTry it

List Project Events

Retrieve one page of events scheduled within a project.

ActionTry it

List Project Exports

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

ActionTry it

List Project Groups

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

ActionTry it

List Project Issue Custom Views

Retrieve custom views of a project.

ActionTry it

List Project Issues

Retrieve one page of issues in a project.

ActionTry it

List Project Modules

Get Project Associated Modules Details.

ActionTry it

List Project Phases

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

ActionTry it

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.

ActionTry it

List Project Status Updates

Retrieve the status from a project.

ActionTry it

List Project Tags

Retrieve tags from a project.

ActionTry it

List Project Task Custom Views

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

ActionTry it

List Project Task Lists

Retrieve task lists associated with a specific project.

ActionTry it

List Project Task Status History

Retrieve one page of task status transitions across a project.

ActionTry it

List Project Team Folders

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

ActionTry it

List Project Time Logs

Retrieve one page of time logs from a project.

ActionTry it

List Project User Export History

Return one page of project user export jobs.

ActionTry it

List Project User Permissions

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

ActionTry it

List Project Users

Return one page of users associated with a project.

ActionTry it

List Projects

Retrieve one page of projects from a Zoho Projects portal.

ActionTry it

List Resource Skills

Retrieve one page of skills associated with a portal resource.

ActionTry it

List Roles

Retrieve one page of roles from a portal.

ActionTry it

List Running Timers

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

ActionTry it

List Skill History

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

ActionTry it

List Skill Resources

Retrieve one page of resources associated with a skill.

ActionTry it

List Skill Users

Retrieve one page of portal users associated with a skill.

ActionTry it

List Skills

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

ActionTry it

List Tagged Projects

Get associated projects for tags.

ActionTry it

List Tags

Retrieve one page of tags from a Zoho Projects portal.

ActionTry it

List Task Associated Bugs

Get Associated Bugs from a task.

ActionTry it

List Task Attachments

Get all attachments of a Task.

ActionTry it

List Task Comments

Retrieve one page of comments from a task.

ActionTry it

List Task Followers

Retrieve followers for a task.

ActionTry it

List Task Forums

Retrieve multiple forums from a task.

ActionTry it

List Task Issues

Retrieve issues associated to a specific task.

ActionTry it

List Task List Comments

Retrieve multiple comments from a task list.

ActionTry it

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.

ActionTry it

List Task Lists By Portal

Retrieve task lists from the Zoho Projects portal.

ActionTry it

List Task Lists From Template

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

ActionTry it

List Tasks By Portal

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

ActionTry it

List Tasks By Project

Retrieve one page of tasks in a project.

ActionTry it

List Tasks From Task List Template

Retrieve tasks from a task list template.

ActionTry it

List Time Logs

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

ActionTry it

List Trashed Records

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

ActionTry it

List User Projects

Retrieve one page of projects associated with a portal user.

ActionTry it

List User Skills

Retrieve one page of skills associated with a portal user.

ActionTry it

List User Subordinates

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

ActionTry it

List User Teams

Retrieve one page of teams associated with a user.

ActionTry it

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.

ActionTry it

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.

ActionTry it

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.

ActionTry it

Mark Custom View As Favorite Project

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

ActionTry it

Mark View As Favourite Portal

Mark a time log custom view as favourite across portal.

ActionTry it

Move Issue

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

ActionTry it

Move Phase

Move a phase to another project.

ActionTry it

Move Records To Trash

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

ActionTry it

Move Task

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

ActionTry it

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.

ActionTry it

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.

ActionTry it

Post Project Status Update

Create a new status in a project.

ActionTry it

Remove Default Invitation Template

Remove an invitation email template's default status.

ActionTry it

Remove Issue Followers

Remove followers from an issue in a project.

ActionTry it

Remove Phase Followers

Remove users from a phase's followers.

ActionTry it

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.

ActionTry it

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.

ActionTry it

Remove View From Favorites Project

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

ActionTry it

Reorder Tasks

Update the order of tasks within a task list.

ActionTry it

Restore Custom Module Record

Restore the trashed record from recycle bin.

ActionTry it

Restore Module

Restore a module from trash.

ActionTry it

Restore Project

Restore a project from the trash.

ActionTry it

Restore Records From Trash

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

ActionTry it

Resume Timer

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

ActionTry it

Revoke Profile Access

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

ActionTry it

Schedule Data Backup

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

ActionTry it

Send Timer Notification

Send the documented timer notification to affected Zoho Projects users.

ActionTry it

Set Custom View As Default Portal

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

ActionTry it

Set Custom View As Default Project

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

ActionTry it

Set Default Business Hours

Set default business hours in the Zoho Projects portal.

ActionTry it

Set Default Invitation Template

Set an invitation email template as the portal default.

ActionTry it

Set Default Profile

Set a profile as the portal default.

ActionTry it

Set Default Role

Set a role as the portal default.

ActionTry it

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.

ActionTry it

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.

ActionTry it

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.

ActionTry it

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.

ActionTry it

Set Project Primary Customer

Modify the primary customer for a project.

ActionTry it

Set Resource Skills

Associate or dissociate skills for a portal resource.

ActionTry it

Set User Skills

Associate or dissociate skills for a portal user.

ActionTry it

Start Timer

Start a new timer for a module.

ActionTry it

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.

ActionTry it

Trash Custom Module Record

Move a record to recycle bin within Zoho Projects portal.

ActionTry it

Trash Module

Move a module to trash.

ActionTry it

Trash Phase

Move a phase to the project recycle bin.

ActionTry it

Trash Project

Move a project to the trash.

ActionTry it

Unfollow Custom Module Record

Remove a follower from the record.

ActionTry it

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.

ActionTry it

Unfollow Issue

Remove followers from an issue in a project.

ActionTry it

Unfollow Task

API to unfollow a given task.

ActionTry it

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.

ActionTry it

Unlink Bugs

Remove the link between issues in a project.

ActionTry it

Unlink Issues

Unlink multiple issues at once in a project.

ActionTry it

Unlink Tasks From Issues

Unlink multiple tasks from multiple issues in a project.

ActionTry it

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.

ActionTry it

Unmark View As Favourite Portal

Unmark a time log custom view as favourite across portal.

ActionTry it

Unmark View As Favourite Project

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

ActionTry it

Unpin Time Log Entry

Remove a pinned time log from the Zoho Projects portal.

ActionTry it

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.

ActionTry it

Update Business Hour Users

Associate/disassociate user from the business hours.

ActionTry it

Update Business Hours

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

ActionTry it

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.

ActionTry it

Update Contact

Update a contact in the Zoho Projects portal.

ActionTry it

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.

ActionTry it

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.

ActionTry it

Update Custom Module Export

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

ActionTry it

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.

ActionTry it

Update Custom Module Import

Modify the details of an import operation.

ActionTry it

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.

ActionTry it

Update Custom Module Record Comment

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

ActionTry it

Update Custom Module Record Followers

Add multiple followers to a custom-module record.

ActionTry it

Update Customer

Modify customer details in the Zoho Projects portal.

ActionTry it

Update Customer Projects

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

ActionTry it

Update Default Approver

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

ActionTry it

Update Default View

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

ActionTry it

Update Dependency

Modify the dependency between tasks in a project.

ActionTry it

Update Event

Update details of an event in the Zoho Projects portal.

ActionTry it

Update Event Comment

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

ActionTry it

Update Extension Property

Modify the entity or app property in an extension.

ActionTry it

Update Favorite View

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

ActionTry it

Update Field Options

Rename or reorder existing options for a field.

ActionTry it

Update Forum

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

ActionTry it

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.

ActionTry it

Update Holiday List

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

ActionTry it

Update Invitation Template

Modify a portal invitation email template.

ActionTry it

Update Issue

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

ActionTry it

Update Issue Comment

Update a comment on an issue.

ActionTry it

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.

ActionTry it

Update Layout

Modify an existing layout.

ActionTry it

Update Leave

Update the leave details in the Zoho Projects portal.

ActionTry it

Update Link Type

Modify the link type between two linked issues.

ActionTry it

Update Module

Modify a custom module's configuration.

ActionTry it

Update Phase

Update a phase's name, owner, status, dates, tags, position, template settings, or budget details.

ActionTry it

Update Phase Comment

Update a phase comment and its optional notifications or attachments.

ActionTry it

Update Portal Budget Settings

Update the budget settings configured for the Zoho Projects portal. Use this API to enable or disable budget tracking, configure EVM settings, set the default currency, and manage profile permissions.

ActionTry it

Update Portal Date Time Settings

Update date and time settings for the portal.

ActionTry it

Update Portal User

Modify a portal user's profile, role, reporting line, projects, rates, or skills.

ActionTry it

Update Profile

Update a profile in a portal.

ActionTry it

Update Project

Modify details of an existing project.

ActionTry it

Update Project Comment

Modify an existing comment. Use this API to modify content or replace attachments.

ActionTry it

Update Project Export

Modify the details of an existing project export in the Zoho Projects portal.

ActionTry it

Update Project Folder Details

Modify folder settings in a project.

ActionTry it

Update Project Group

Update details of a project group.

ActionTry it

Update Project Team Folder Details

Modify the settings of a team folder in a project.

ActionTry it

Update Project User Details

Modify a user's rates or profile within a project.

ActionTry it

Update Project User Permissions

Grant or revoke project permissions for a user.

ActionTry it

Update Resource Skill Level

Update one resource's proficiency level for a skill.

ActionTry it

Update Role

Update a role in a portal.

ActionTry it

Update Skill

Update a skill's name or description.

ActionTry it

Update Skill Resources

Associate or dissociate resources for a skill.

ActionTry it

Update Skill Settings

Enable or disable the skill feature for a Zoho Projects portal.

ActionTry it

Update Skill Users

Associate or dissociate portal users for a skill.

ActionTry it

Update Status

Activate or deactivate a module.

ActionTry it

Update Tag

Update a tag in the Zoho Projects portal.

ActionTry it

Update Task

Modify details of the task in a project.

ActionTry it

Update Task Comment

Modify a comment in a task.

ActionTry it

Update Task List

Modify details of the task list in a project.

ActionTry it

Update Task List Comment

Modify a comment in a task list.

ActionTry it

Update Team

Modify the details of a specific team in a portal. Use this API to modify the name, members, or other details of an existing team.

ActionTry it

Update Time Log

Modify the time log in a project.

ActionTry it

Update Time Log Pin

Update an existing pinned entry in the time logs for a portal. Use this API to modify the details of a pinned time log entry in the weekly form.

ActionTry it

Update Time Log Settings

Modify the time log settings of a project.

ActionTry it

Update Timer Notes By Log ID

Modify the notes for a timer associated with a specific time log entry in a project.

ActionTry it

Update User Skill Level

Update one portal user's proficiency level for a skill.

ActionTry it

Upload Global Attachments

Upload one file at portal level and store it in a project folder.

ActionTry it

Upload PDF Logo

Upload the logo file used in task Gantt PDF exports.

ActionTry it

Upsert Custom Workload Report

Create or Update a custom workload report in the Zoho projects portal.

ActionTry it

Validate Custom Domain

Validate custom domain configuration.

ActionTry it

How the Zoho Projects integration works

The Zoho Projects integration connects your Dench AI CRM directly to Zoho Projects, so agents can read and act on your Zoho Projects data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

542 actions are available for agents to invoke on your behalf. Every call runs through Zoho Projects's own authorization, scoped to the account you connect.

Set up Zoho Projects in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Zoho Projects and click Connect — you'll authorize access through Zoho Projects's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Zoho Projects in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Zoho Projects integration work with Dench?

The Dench Zoho Projects integration connects your AI CRM to Zoho Projects, so AI agents can work with your Zoho Projects data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Zoho Projects via Dench?

The Zoho Projects integration currently exposes 542 actions, including Activate Client User, Activate User, Add Attachments to Comments, Add Bug Resolution (V3), Add Category, and Add Client User. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Zoho Projects to Dench?

No. You connect Zoho Projects from your Dench workspace using Zoho Projects's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Zoho Projects integration secure?

Connections are authorized through Zoho Projects's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Zoho Projects connection from your workspace settings at any time.

Zoho Projects | Dench AI CRM