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Integrate LionDesk with LiquidPlanner

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

Explore prebuilt integration flows to get started

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Create an event in LiquidPlanner for new event in LionDesk

Track your CRM events right from your project management app. This flow creates an event in LiquidPlanner for every new event in LionDesk.

How it works
1. A new event is created in LionDesk.
2. Zoho Flow automatically creates a new event in LiquidPlanner using the details of the newly created LionDesk event.
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Create an event in LiquidPlanner for new event in LionDesk

LionDesk + LiquidPlanner

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Create contact in LionDesk for new client in LiquidPlanner

This flow automates the process of adding the clients you’re currently working with a contact in your CRM. Every time a client is added to LiquidPlanner, a new contact is created in LionDesk.

How it works
1. A new client is created in LiquidPlanner.
2. Zoho Flow automatically creates a contact in LionDesk using the new client details.
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Create contact in LionDesk for new client in LiquidPlanner

LiquidPlanner + LionDesk

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Send an email for tasks created in LionDesk from LiquidPlanner

This flow does two things. First, it creates a task in LionDesk every time a task is created in LiquidPlanner. Then it sends an email to the selected recipients that a new task was created in LionDesk.

How it works
1. A task is created in LiquidPlanner.
2. Zoho Flow automatically creates a task in LionDesk using the details of the newly created task in LiquidPlanner and then sends an email notification to selected recipients.
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Send an email for tasks created in LionDesk from LiquidPlanner

LiquidPlanner + LionDesk

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Create a new task in LiquidPlanner each time a new task is created in LionDesk

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 LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in LiquidPlanner.
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Create a new task in LiquidPlanner each time a new task is created in LionDesk

LionDesk + LiquidPlanner

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Build your own integrations between LionDesk and LiquidPlanner

Connect LionDesk 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 LionDesk and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is added

New event

Triggers when a new event is created

New task

Triggers when a new task 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 task

Creates a new task

Create event

Creates a new event

Fetch contact

Fetches an existing contact

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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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.

Project Management

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Logic

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Custom functions

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

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