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:

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