WooCommerce Booking to Zoho Project Integrations

Supported sources and Zoho apps

FormBridge for Zoho connects these WordPress sources with your Zoho apps. This page follows the WooCommerce Booking to Zoho Projects route from start to finish.

Before you start

• WooCommerce and your bookings plugin are installed and activated.
• You’ve published at least one bookable product, so customers can book.
• FormBridge for Zoho Pro is installed and your licence is active.
• The portal and project that should receive the data already exist, and your form collects a value for the task name.
• 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.

How to connect WooCommerce Booking to Zoho Projects

12 steps, from creating the feed to a live booking reaching Zoho Projects.

Steps 1–4 · Trigger and details

1. Step 1: Create a new integration feed

   FormBridge for Zoho › All Feeds

   In your WordPress dashboard, open FormBridge for Zoho, click All Feeds, then click + Add New Feed.

   

2. Step 2: Select WooCommerce Booking as the trigger

   New feed › Trigger app

   From the list of trigger apps, select WooCommerce Booking. The feed will now run on your booking data instead of a form.

   

3. Step 3: Enter a feed title

   Name this feed › Feed title

   On the Name this feed screen, enter the required information. In the Feed title field, enter a name of your choice.

   

4. Step 4: Select your Event

   New feed › Event

   From the provided dropdown menu, select the Event you want to connect with FormBridge for Zoho. For exampleCustomer makes a booking then click Continue.

   Each feed sends data to a single Zoho app. To send the same bookings to a second app, create another feed.

   One feed, one destination

   Each feed sends data to a single Zoho app. To send the same bookings to a second app, create another feed.

   

Steps 5–12 · Destination and mapping

5. Step 5: 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.

   

6. Step 6: 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.

   

7. Step 7: 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.

   

8. Step 8: 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.

   

9. Step 9: 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.

   

10. Step 10: 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.

    

11. Step 11: 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.

    

12. Step 12: 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

Related guides

Setting this up with a different trigger or a different Zoho app? Start from the matching guide.

• Create a Zoho connection
• All FormBridge triggers
• Zoho CRM action guide
• Zoho Books action guide
• Zoho Bigin action guide
• Zoho Desk action guide
• Zoho Campaigns action guide
• Zoho Marketing Automation action guide

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