Integrate Flowlu with LiquidPlanner

Send information between Flowlu and LiquidPlanner automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create tasks in LiquidPlanner as tasks are initiated in Flowlu

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in LiquidPlanner when a new task is created in Flowlu.

How it works
  1. The flow triggers when a new task is created in Flowlu.
  2. Zoho Flow creates a new task in LiquidPlanner.
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Create tasks in LiquidPlanner as tasks are initiated in Flowlu

Flowlu + LiquidPlanner

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Create an event in LiquidPlanner once a task is created in Flowlu

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in LiquidPlanner when a task is created Flowlu.

How it works
  1. The flow triggers when a new task is created in Flowlu.
  2. Zoho Flow creates a full day event in LiquidPlanner.
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Create an event in LiquidPlanner once a task is created in Flowlu

Flowlu + LiquidPlanner

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Start a new project in LiquidPlanner whenever a new project is launched in Flowlu

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will generate a new project in LiquidPlanner whenever a new project is created in Flowlu.

How it works
  1. The flow triggers when a new project is created in Flowlu.
  2. Zoho Flow creates a new project in LiquidPlanner.
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Start a new project in LiquidPlanner whenever a new project is launched in Flowlu

Flowlu + LiquidPlanner

Build your own integrations between Flowlu and LiquidPlanner

Connect Flowlu 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 Flowlu and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

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 task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project 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 Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

What is LiquidPlanner?

LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.

Project Management

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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