WordPress to Zoho Projects Integration

Supported form plugins and Zoho apps

FormBridge for Zoho connects these WordPress form plugins with your Zoho apps. This guide covers the Zoho Projects destination.

Before you start

• FormBridge for Zoho Pro is installed and your licence is active.
• Your WordPress form is published and its trigger is set up in FormBridge for Zoho.
• Your Zoho account is authorised for Zoho Projects under FormBridge for Zoho → Connections. If it isn’t, follow the guide to creating a Zoho connection.
• The portal and project that should receive the data already exist, and your form collects a value for the task name.

How to set up a WordPress to Zoho Projects integration

Once your form trigger and feed details are ready, follow these eight steps.

1. Step 1: Select your account

   Destination › Account

   On the Destination step, open the Account dropdown and choose the Zoho account you authorised under FormBridge for Zoho → Connections. Records are created in this account.

   No account in the list?

   Use Connect account at the top of the panel, or create the connection first and return to the feed. Learn how to create a Zoho connection.

   

2. Step 2: Select Zoho Projects as the Zoho app

   Destination › Zoho app

   Open the Zoho app dropdown and select Zoho Projects. The dropdown lists every app your account is authorised for.

   Zoho Projects not in the list?

   The connection must include Zoho Projects. Open FormBridge for Zoho → Connections, choose Edit access for the account, tick Zoho Projects and reauthorise. Zoho grants only the permissions asked for when a connection is made.

   

3. Step 3: Select the portal

   Destination › Organization

   From the Organization dropdown, choose the Zoho Projects portal that holds your projects. Once you pick one, the field is relabelled Portal in the steps that follow.

   Choose the right portal before going further, because the next dropdown lists only the projects inside it.

   

4. Step 4: Select the project and record type

   Destination › Module

   From the Module dropdown, choose the project that should receive the submission. Each project appears twice, once for each record type:

   • Project “…”: create or update a task — for request, briefing or to-do forms.
   • Project “…”: create or update an issue — for bug reports and support forms.

   Use the reload button beside the dropdown if a project you just created isn’t listed yet.

   

5. Step 5: Set the destination settings

   Destination › Destination settings

   The Destination settings panel decides how the record is created. Only the settings that apply to the module you chose are shown.

   • What to do — Create a new one for every submission, or update an existing record.
   • Task list — where a new task goes. An update never moves a task.
   • Default owner — used for a new task when Owner email isn’t mapped, or comes back empty.
   • Status — set on a new task, and on an updated one only when chosen here.

   Click Test connection to check that FormBridge can reach the portal and project. Sending a test creates a real task in the chosen project with the sample values. Then click Continue.

   

6. Step 6: Map your form fields

   Mapping › Field mapping

   On the Mapping step, give each Zoho field a form field. Both lists load on their own: the Zoho fields come from the module you chose, and the form fields from your form.

   Rows marked Required are locked, because Zoho Projects won’t create the record without them. For a task that is Task name; you only choose where the value comes from. Map Owner email if the task should go to a particular person rather than the default owner.

   

7. Step 7: Send fixed values and add more rows

   Mapping › Static value

   Click + Add mapping row to send more fields. To send the same value on every submission, set Source to Static value: the form field column greys out and you type the value in the Static value box instead — a fixed priority, for example.

   

8. Step 8: Set conditions and create the feed

   Mapping › Conditional logic and Create feed

   Conditional logic lets a feed send only the submissions you want, such as requests for one team. Turn on Only send when the conditions below match, then build your rules: conditions inside a group must all match, and a record passes if it matches any one group. While the switch is off the feed sends every record it receives, and any rules you have written are kept but not applied.

   Read the full conditional logic guide →

   When the mapping is ready, click Create feed. The feed starts listening to the selected form straight away, so submit the real form once to confirm the whole flow.

   

   Delivery logs

   Every delivery, successful or failed, is recorded under FormBridge for Zoho → Logs. Failed deliveries can be sent again with Resubmit.

Verify the integration

1. Submit the real form using a task name you can recognise.
2. Check the log under FormBridge for Zoho → Logs and confirm the delivery succeeded.
3. Find the task in the project and task list you selected.
4. Check the values, including the owner, the status and any static values.
5. Submit again to confirm the feed behaves as you set it in Step 5, creating a new task or updating the existing one.

Troubleshooting

Pick the symptom you’re seeing to get the fix.

Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.

Frequently asked questions