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Connect Your Zoho Projects with CodeValid

Connect Zoho Projects with CodeValid to automatically pull requirements from your Zoho board and keep them in sync as tasks change. This guide walks you through connecting your workspace in CodeValid and configuring a Zoho workflow webhook so updates flow in without manual sync.

Before you begin

You need a Zoho Projects account with access to the project that stores your workspace requirements. An admin or project manager role is usually required to create workflow rules and webhooks.

Part 1: Connect Zoho in CodeValid​

Step 1: Open the Zoho app​

  1. In CodeValid, go to Settings → Apps.
  2. Click Zoho.
  3. Click Connect with Zoho.

Connect with Zoho in CodeValid

Step 2: Authenticate with Zoho​

You are redirected to the Zoho sign-in page. Sign in and approve access so CodeValid can read your project data.

Zoho authentication

Step 3: Select your Zoho project​

After authentication, choose the Zoho project where this workspace’s requirements are stored. Each CodeValid workspace should map to one Zoho project.

Select Zoho project

Step 4: Sync requirements​

Click Sync to import all requirements from the selected Zoho project into CodeValid.

Sync requirements from Zoho

Your initial connection is complete. Use Sync anytime you want to pull the latest tasks manually.

Why set up a webhook?​

With only the connection above, you must click Sync after changes on the Zoho board. A webhook lets Zoho push updates to CodeValid whenever a task is created or modified, so requirements stay current without manual sync.

What is a webhook?

A webhook is a notification URL. When something changes in Zoho (for example, a task is updated), Zoho sends an HTTP request to CodeValid with the task details. CodeValid processes that payload and updates your requirements automatically.

Step 1: Open workflow rules in Zoho​

  1. In your Zoho project, open Settings (gear icon next to Zoho).
  2. Go to Automation → Workflow Rules.
  3. Navigate to tasks tab.
  4. Click Create (or New Workflow Rule) to add a rule.

Need help with workflow rules in Zoho? See Zoho’s official guide to configuring workflow rules for detailed navigation and setup steps.

Zoho workflow rules

Step 2: Define when the rule runs​

  1. Under When, click Add row.
  2. Add all task modification events you want CodeValid to react to (for example: task created, updated, status changed, and similar task events).

Task modification events

Step 3: Add a webhook action​

  1. Click Add Action (or Associate action).
  2. Select Associate Webhook (or Webhook).

Associate webhook action

Step 4: Configure the webhook URL and parameters​

Webhook URL​

  1. In CodeValid, open Settings → Apps → Zoho and copy the Webhook URL shown on that page.
  2. In Zoho, paste that value into URL to notify.

Webhook URL in CodeValid

URL to notify in Zoho

Parameters​

Add the following parameters in the webhook configuration. Map each parameter to the matching Zoho task field (see your Zoho field picker when saving the rule).

Parameter nameDescription
idUnique identifier for the webhook event or record
project_attachementProject attachment reference (use the field name as shown in your Zoho project)
project_nameName of the Zoho project
task_descriptionTask description or body text
task_idZoho task ID
task_nameTask title
task_urlDirect link to the task in Zoho
timestampTime of the change
  1. Save or update the webhook, then Save the workflow rule.
  2. For each parameter, select the corresponding parameter value from Zoho’s field list.

Map webhook parameter values

  1. Under Parameters in standard format (JSON, XML, etc.), set the Parameter Name to payload and paste the following JSON as the value:
{
  "id": "${Task_list.TODOLISTID}",
  "project_attachement": "${Task.ISDOCASSO}",
  "project_name": "${Projects.PROJECTNAME}",
  "task_name": "${Task.TODOLISTITEMTITLE}",
  "task_id": "${Task.TODOLISTITEM_NUMBER}",
  "task_description": "${Task.LISTITEMDESCRIPTION}",
  "task_url": "${Task.url}",
  "timestamp": "${Projects.LAST_MODIFIED_TIME}"
}

JSON payload configuration

You're done​

Zoho is now integrated with CodeValid:

  • Connect + Sync — Pull requirements from your chosen Zoho project.
  • Webhook — Receive automatic updates when tasks change on the board.

CodeValid handles incoming webhook events and keeps your workspace requirements aligned with Zoho. If something does not update as expected, confirm the workflow rule is active, the webhook URL matches CodeValid exactly, and all parameters above are mapped to the correct Zoho fields.

Quick reference checklist​

In CodeValid

  • Settings → Apps → Zoho → Connect with Zoho
  • Select the correct Zoho project
  • Run Sync for the first import
  • Copy the Webhook URL from the Zoho app settings page

In Zoho Projects

  • Settings → Automation → Workflow Rules → create rule
  • When: include task create/update (and related) events
  • Action: Associate Webhook
  • URL to notify: paste CodeValid webhook URL
  • Parameters: add all eight parameters and map each to the right Zoho field
  • Save the rule and ensure it is enabled