An automated workflow using zapier
Connects Zoho Sprints + Zoho Projects
Create new tasks in Zoho Projects from new user stories created in Zoho Sprints
About this workflow template
This automation scenario allows you to connect Zoho Sprints and Zoho Projects
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Sprints and Zoho Projects can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Zoho Sprints
New Story in Zoho Sprints
Triggers when a new story is created.
Then this action happens in Zoho Projects
Create Task in Zoho Projects
Creates a new Task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new tasks in Zoho Projects from new user stories created in Zoho Sprints.
Part I
Configure Applications
First, we need to connect Zoho Sprints and Zoho Projects to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Sprints to Zapier.
Give Zapier access to your Zoho Sprints account, using Zoho Sprints credentials.
Connect Zoho Projects to Zapier.
Give Zapier access to your Zoho Projects account, using Zoho Projects credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho Sprints
Choose the following trigger: New Story (Triggers when a new story is created.).
Then set up an Action for Zoho Projects
Choose this action: Create Task (Creates a new Task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Sprints and Zoho Projects.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new tasks in Zoho Projects from new user stories created in Zoho Sprints!
Related Automation Templates
Supported triggers and actions
New task
Triggers when a task is created or completed.
triggerbyzapierNew project
Trigger when a new project is created.
triggerbyzapierWatch tasks
Triggers when a task is created.
triggerbyintegromatNew bug
Triggers when a new bug/issue is created.
triggerbyzapierWatch projects
Triggers when a new project is created.
triggerbyintegromatNew log time
Triggers when a new log-time is created.
triggerbyzapier
Create item
Adds a new item to your backlog.
actionbyzapierCreate epic
Creates a new epic.
actionbyzapierCreate project
Creates a new project.
actionbyzapierCreate sprint
Creates a new Sprint in your project.
actionbyzapierCustom actions (beta)
Create a new action using AI.
actionbyzapierApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
actionbyzapier
Apps you need
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