We will demonstrate how you can easily connect SaaS Applications using INCOX™. In addition, we can discuss specifcs like (I) Fitment of INCOX™ for your business (II) Your need for any new apps/workfows inclusion (III) Any other queries you may have.
Home / Blog / incoxBot – Zoho Projects Task Automation and Integration
incoxBot – Zoho Projects Task Automation and Integration
Overview
In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in Zoho Projects. incoxBot is a bot built on Slack through which you can perform tasks across your SaaS business applications at simple button clicks. Access all your apps from one place!!
Matching Business conditions:
incoxBot can come handy for a small-medium business using applications that are accessible over internet otherwise called as SaaS applications.
Need to work across multiple applications at multiple times in a day
Most of the tasks are routine day-to day tasks
The day-to day tasks either follow a sequence or can be adhoc
There are no in-house IT/development resources available
Access to select key business information, anytime & anywhere without complexity
Time & Cost are a critical factor for business i.e. prefer self-service if it can save cost
Supported Tasks for Zoho Projects:
Zoho Projects for incoxBot offers the following capabilities:
Zoho Projects to Zoho Desk
For any new task created in Zoho Project, Create a Task in Zoho Desk
For any new issue created in Zoho Project, Create a Ticket in Zoho Desk
Zoho Projects Use-casesfor incoxBot
Projects
Create Project
Update Project
View Project Details by Name
Task
Create Task
View Recently Created Tasks
Update Task
View Tasks
View Overdue Tasks
Milestone
Create Milestone
View Milestones
Issue
Create Issue
Update Issue
View Recent Issues
View Issue by Title
Business Benefit:
Perform predefined Create, Update and View tasks on Zoho Projects
Business on the Go – Key information available any time & across devices
All from one place – Interact with your app & Collaborate across stakeholders without leaving Slack
Improve productivity and efficiency in working with your business app. Save Time and Cost.
Screen-shots:
ZOHO PROJECTS USE-CASES
CREATE PROJECT TASK
ZOHO PROJECTS TO ZOHO DESK TASK (ON-DEMAND WORKFLOW)
ZOHO PROJECTS TO ZOHO DESK TICKET (ON-DEMAND WORKFLOW)