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:

  1. 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
  2. Zoho Projects Use-cases for 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)

Sign-up for a trial / Request for a demo to explore incoxBot!! Send your queries to contact@incox.net and issues to support@incox.net

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