Creating a Project on Zoho Projects after a Quote has been Accepted on Zoho Books

Hi everyone!

I’m wondering if anyone has a solution for this. Zoho books has a native Projects module such that when a quote’s stage has been changed to approved (or accepted, for that matter), there’s a button that allows you to automatically create a project (given that you didn’t restrict this function when enabling the Zoho Projects - Zoho Books integration).

This function basically allows for project-level accounting with each quoted item being turned into a task - we can then set budgets for each task accordingly. However, I don’t want the projects to live on Zoho Books, I want to be able to do project management on Zoho Projects directly. But since the sync isn’t bidirectional, this doesn’t work.

Has anyone managed to figure this out? Essentially, the business sends out a quote, it gets accepted, and then a project is created on Zoho Projects with each quoted item turned into a task list. Budgets and costs are set for each of these task lists to help with cost/revenue tracking and time tracking.

Appreciate any response! Thanks