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Integrate Agile CRM with LiquidPlanner
Send information between Agile CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in LiquidPlanner when new tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in LiquidPlanner whenever a new task is initiated in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in LiquidPlanner.
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Set up tasks in LiquidPlanner when new tasks are initiated in Agile CRM
Agile CRM + LiquidPlanner
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Build your own integrations between Agile CRM and LiquidPlanner
Connect Agile CRM and LiquidPlanner with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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Comment created or updated
Triggers when a comment is created or updated
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Project created or updated
Triggers when a project is created or updated
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Client added or updated
Triggers when a new client is added or details of an existing client are updated
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Task created or updated
Triggers when a task is created or updated
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Package added or updated
Triggers when a package is added or updated
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Document created or updated
Triggers when a document is created or updated
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to an existing contact
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Create Deal
Creates a new deal
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Create Task
Creates a task for the selected contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Add note to deal
Adds a note to an existing deal
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Update Company
Updates the details of an existing Company based on company ID
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Update Task
Updates the details of an existing Task based on task ID
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Create package
Creates a new package
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Create project
Creates a new project
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Create event
Creates a full day event
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Create milestone
Creates a new milestone
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Create folder
Creates a new folder
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Create task
Creates a new task
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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