

Integrate Gro CRM with LiquidPlanner
Send information between Gro CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Set up tasks in LiquidPlanner when new tasks are initiated in Gro CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to LiquidPlanner every time a new task is added in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in LiquidPlanner.


Set up tasks in LiquidPlanner when new tasks are initiated in Gro CRM
Gro CRM + LiquidPlanner

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Supported triggers and actions
Integrate Gro CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New task
Triggers when a new task is created

New user
Triggers when a new user is added

New deal
Triggers when a new deal is created

New contact
Triggers when a new contact 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 account
Creates a new account

Fetch time zone
Fetches the details of a time zone by name

Fetch contact
Fetches the details of an existing contact by email or name

Fetch currency
Fetches the details of a currency by name

Fetch contact type
Fetches the details of an existing contact type by name

Fetch user
Fetches the details of an existing user by email

Fetch country
Fetches the details of a country by name

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 Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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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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