Integrate Clientify with LiquidPlanner
Send information between Clientify and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in LiquidPlanner when new tasks are initiated in Clientify
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to LiquidPlanner every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Clientify
Clientify + LiquidPlanner
Build your own integrations between Clientify and LiquidPlanner
Connect Clientify and LiquidPlanner with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Clientify and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
Similar apps
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
