Integrate LiquidPlanner with IT Portal

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

Build your own integrations between LiquidPlanner and IT Portal

Connect LiquidPlanner and IT Portal 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 LiquidPlanner and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create milestone

Creates a new milestone

Create folder

Creates a new folder

Create task

Creates a new task

Create package

Creates a new package

Create project

Creates a new project

Create event

Creates a full day event

Create contact

Creates a new contact

Create company

Creates a new company

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Create site

Creates a new site

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update address

Updates the details of an existing address

Fetch company

Fetches the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch device

Fetches the details of an existing device

Fetch site

Fetches the details of an existing site

Fetch configuration

Fetches the details of an existing configuration

Fetch contact

Fetches the details of an existing contact

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

What is IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

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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Sales Director, Artico

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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.

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Director, Perth Security Services

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