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Zoho Projects - Create PDF, Word, Excel Documents
Zoho Projects can connect with Documentero to automatically generate project-related files such as reports, invoices, and task summaries. By using triggers like new tasks, milestones, or time logs, you can set Documentero to instantly create formatted documents in .docx, .pdf, or .xlsx. This helps teams keep consistent records and share professional documents without manual effort. The integration works through API, Make, or Zapier for flexible automation options.
Zoho Projects
Documentero
Triggers
Watch Bugs — Triggers when a new bug/issue is created.
Watch Documents — Triggers when a new document is added.
Watch Milestones — Triggers when a new milestone is created.
Watch Projects — Triggers when a new project is created.
Watch Tasklists — Triggers when a new tasklist is created.
Watch Tasks — Triggers when a task is created.
Watch Time Logs — Triggers when a new time log is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho Projects using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho Projects using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Zoho Projects time logs
Create Excel task tracking sheets from Zoho Projects tasklists
Export project milestone summaries from Zoho Projects into Word documents
Generate client-ready project reports from Zoho Projects data
Automatically create bug tracking reports from Zoho Projects issues
Produce project kickoff templates when new Zoho Projects are started
Create weekly project progress summaries from Zoho Projects milestones
Export Zoho Projects time log data into formatted Excel sheets
Generate end-of-project closure documents from Zoho Projects
Create stakeholder update reports from Zoho Projects tasks and milestones
How you can use Zoho Projects + Documentero
Project Status Report
Generate a PDF status report in Documentero whenever a new milestone is created in Zoho Projects.
Bug Tracking Summary
Create a .docx bug summary file every time a new bug is logged in Zoho Projects.
Task Assignment Sheet
Automatically prepare an Excel task assignment sheet when a new tasklist is added in Zoho Projects.
Time Log Invoice
Generate a client invoice in PDF whenever new time logs are recorded in Zoho Projects.
Project Kickoff Document
Create a standardized project kickoff document when a new project is created in Zoho Projects.
Setup Guides
Zapier Tutorial: Integrate Zoho Projects with Documentero
- Create a new Zap in Zapier.
- Add Zoho Projects to the zap and choose one of the triggers (Watch Bugs, Watch Documents, Watch Milestones). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Projects trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho Projects with Documentero
- Create a new scenario in Make.
- Add Zoho Projects to the scenario and choose one of the triggers (Watch Bugs, Watch Documents, Watch Milestones). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Projects trigger.
- Run or schedule your scenario and verify the output.
