Connect Zoho Projects to Unblockd
Link a Zoho Projects project to an Unblockd project and its tasks come in as tasks, with their status kept in step.
Updated · About the Zoho Projects integration
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What Unblockd reads
Unblockd reads your Zoho Projects projects and the tasks in the ones you link to an Unblockd project. You choose which tasks to bring in; each becomes a task under a deliverable, with a link back to Zoho Projects as its first proof. From then on its status follows Zoho Projects.
It’s read-only. Unblockd never creates, edits, or deletes tasks in Zoho Projects.
A task that’s blocked in Zoho Projects opens a blocker your team sees first. Nothing reaches your sponsor until someone on your team chooses to share it.
The access token is encrypted before it’s stored. How Unblockd handles your data.
Before you start
- In Unblockd, a workspace admin connects Zoho Projects, once for the whole workspace. Members see it in Settings but can’t connect or disconnect it. Anyone on the team can then link it to a project.
- In Zoho Projects: A Zoho Projects user in the portal whose projects you want to link, in any Zoho data center.
Connect Zoho Projects
- Open Connected toolsSign in to Unblockd and open Settings, then Connected tools.
- Press Connect beside Zoho ProjectsFind Zoho Projects under Most used, or press Show all 33 tools, or type its name in the search box. Then press Connect on its row.
- Approve access in Zoho ProjectsZoho asks you to sign in and lists the access Unblockd requests. Unblockd requests ZohoProjects.portals.READ (read your portals), ZohoProjects.projects.READ (read projects), and ZohoProjects.tasks.READ (read tasks).
- Back in UnblockdYou come back to Connected tools, which says “Zoho Projects is connected. Next, link it to a project from the project’s Sources tab.” Its row shows the account and Connected.
Link it to a project
- Open the project’s Sources tabOpen the project from Projects, then its Sources tab.
- Press Link a sourceIt’s under the list of linked sources. If more than one tool is connected, choose Zoho Projects under Tool.
- Pick the Zoho Projects projectUnder Zoho Projects project, pick the one this Unblockd project runs on. Only projects the connection can see are listed, and ones already linked here are left out.
- Choose where items landUnder New items land in, choose a deliverable, or leave Choose each time. It’s the first choice when you bring items in, and where new items go if automatic import is on.
- Press LinkThe Zoho Projects project appears in the Sources list, ready to bring items in.
Starting a new project? On New project, open “Bring work in from a tool”, choose Zoho Projects and the project, and leave “Bring in open items as tasks” on to start with its open tasks. It’s linked as the project is created.
Bring in items
- Press Bring in itemsOn the project’s Sources tab, press Bring in items on the Zoho Projects project’s row. Unblockd lists the open tasks that aren’t in this project yet.
- Choose the deliverableUnder Add them under, choose the deliverable they belong to. Each item comes in as a task under it.
- Choose the tasksTick the tasks you want, search by key or title, or press Choose all. Then press Bring in. Up to 50 come in at a time; run it again for more.
New tasks can also come in on their own. An admin turns on Bring in new items from linked sources in Settings, then Automations, and each source can opt out or pick its deliverable from its ⋯ menu, under New items. Up to 25 come in per sync, checked every hour and on every sync.
How sync works
Each task becomes the first status that matches:
- Completed, or a closed-type status
- Becomes: Done
- A status named Blocked, On hold, or Waiting
- Becomes: Blocked
- A status with In progress, In review, or Testing in its name, or any completion above 0%
- Becomes: In progress
- Anything else
- Becomes: To do
| In Zoho Projects | Becomes |
|---|---|
| Completed, or a closed-type status | Done |
| A status named Blocked, On hold, or Waiting | Blocked |
| A status with In progress, In review, or Testing in its name, or any completion above 0% | In progress |
| Anything else | To do |
Unblockd checks Zoho Projects again when someone opens the project’s Sources tab and the last check is more than 10 minutes old, when you choose Sync now from the source’s ⋯ menu, and once a day. The row shows when it last synced. A large source catches up over a few checks.
- Done in Zoho Projects finishes the task in Unblockd, because the link back to Zoho Projects already counts as proof. A task that needs a sign-off stays where it is until the sign-off is recorded.
- Blocked in Zoho Projects marks the task Blocked and opens a blocker for your team only, and posts to your team’s chat channels if you’ve connected any. Someone on your team confirms it and can turn it into an ask for your sponsor. If the task moves on in Zoho Projects, the task follows; the blocker stays open until your team resolves it.
- A title changed in Zoho Projects changes in Unblockd too. A tool never puts a task In review: that needs a reviewer chosen in Unblockd.
- Tasks from a tool stay with your team. Your sponsor sees each deliverable’s progress, not the tasks under it.
Disconnect and revoke access
- Press DisconnectIn Settings, then Connected tools, press Disconnect on Zoho Projects’s row.
- ConfirmIf it’s linked to projects, Unblockd first says how many projects it will unlink. Press Disconnect Zoho Projects to confirm, or Keep.
- Deleted: the connection, its stored access, and every Zoho Projects project linked through it, across all your Unblockd projects.
- Kept: tasks already brought in stay as ordinary tasks with their history and proof links. They stop following Zoho Projects. Connect again and relink the same Zoho Projects project, and they follow it again.
- Unblockd also asks Zoho Projects to revoke its access, unless another Unblockd workspace is connected to the same Zoho Projects account. If Zoho Projects doesn’t answer, the disconnect still stands; you can remove Unblockd on the Zoho Projects side too.
To stop one project following Zoho Projects without disconnecting it for everyone, open the linked Zoho Projects project’s ⋯ menu on the Sources tab and choose Unlink. Its tasks stay, but stop following Zoho Projects.
Troubleshooting
- Needs reconnecting
- What to do: Zoho Projects turned down Unblockd’s access, for example because it was revoked or the person who connected it left. The row says “Reconnect to keep it in sync.” An admin presses Reconnect and approves access again; linked projects and their tasks carry on.
- Retrying
- What to do: The row says “Couldn’t reach it on the last try. It will try again.” Zoho Projects didn’t answer the last time Unblockd tried. Nothing is lost; the next sync picks up where it stopped.
- Rate limits
- What to do: Unblockd reads one item about every 0.65 seconds, up to 200 per check, to stay inside Zoho Projects’s limits. If Zoho Projects still says to slow down, Unblockd stops that check and picks up on the next one. Sync now waits 60 seconds between runs on the same source.
- A project is missing
- What to do: Only projects the connected account can see are listed. Check its access in Zoho Projects, or reconnect with an account that can see it.
- Only an admin can connect
- What to do: “Only a workspace admin can connect or disconnect tools.” Ask an admin, or have one change your role in Settings, then Members.
- The connection link expired
- What to do: “That connection link expired or was started by someone else. Try again from here.” Start again from Connected tools and finish within 10 minutes.
- A different account
- What to do: “This workspace is linked to a different account for that tool. Disconnect it first.” Each workspace connects one Zoho Projects account. Disconnect the old one first.
- Coming soon
- What to do: A tool that shows Coming soon instead of Connect can’t be connected yet.
| What you see | What to do |
|---|---|
| Needs reconnecting | Zoho Projects turned down Unblockd’s access, for example because it was revoked or the person who connected it left. The row says “Reconnect to keep it in sync.” An admin presses Reconnect and approves access again; linked projects and their tasks carry on. |
| Retrying | The row says “Couldn’t reach it on the last try. It will try again.” Zoho Projects didn’t answer the last time Unblockd tried. Nothing is lost; the next sync picks up where it stopped. |
| Rate limits | Unblockd reads one item about every 0.65 seconds, up to 200 per check, to stay inside Zoho Projects’s limits. If Zoho Projects still says to slow down, Unblockd stops that check and picks up on the next one. Sync now waits 60 seconds between runs on the same source. |
| A project is missing | Only projects the connected account can see are listed. Check its access in Zoho Projects, or reconnect with an account that can see it. |
| Only an admin can connect | “Only a workspace admin can connect or disconnect tools.” Ask an admin, or have one change your role in Settings, then Members. |
| The connection link expired | “That connection link expired or was started by someone else. Try again from here.” Start again from Connected tools and finish within 10 minutes. |
| A different account | “This workspace is linked to a different account for that tool. Disconnect it first.” Each workspace connects one Zoho Projects account. Disconnect the old one first. |
| Coming soon | A tool that shows Coming soon instead of Connect can’t be connected yet. |
Still stuck? Press Report a problem on Zoho Projects’s row in Connected tools, or choose Report a problem with Zoho Projects from a linked project’s ⋯ menu. One tap sends the tool and what the row shows about the connection (never a key or token) to the Unblockd team, and someone replies by email. You can send 5 reports every hour, or write to hello@unblockd.ai any time.
Connect Zoho Projects now
Open Connected tools in Unblockd and press Connect beside Zoho Projects. You’ll need to be a workspace admin.