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Integrate Salesflare with LiquidPlanner
Send information between Salesflare and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in LiquidPlanner when new tasks are initiated in Salesflare
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in LiquidPlanner when a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in LiquidPlanner.
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Set up tasks in LiquidPlanner when new tasks are initiated in Salesflare
Salesflare + LiquidPlanner
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Build your own integrations between Salesflare and LiquidPlanner
Connect Salesflare and LiquidPlanner 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 Salesflare and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New task
Triggers when a new task is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New account
Triggers when a new account is created
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Comment created or updated
Triggers when a comment is created or updated
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Project created or updated
Triggers when a project is created or updated
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Client added or updated
Triggers when a new client is added or details of an existing client are updated
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Task created or updated
Triggers when a task is created or updated
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Package added or updated
Triggers when a package is added or updated
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Document created or updated
Triggers when a document is created or updated
All Actions - Actions are the automated tasks
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Create call
Creates a new call
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create account
Creates a new account
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Add user to account
Adds an existing user to the selected account
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Create opportunity
Creates a new opportunity
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Create meeting
Creates a new meeting
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Add contact to account
Adds an existing contact to the selected account
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Fetch person
Fetches a person by ID, name, or email
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Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
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Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
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Fetch account
Fetches an account by ID, name, domain, or tags
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Fetch opportunity
Fetches an opportunity by ID, name, or account
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Fetch user
Fetches a user by ID, name, or email
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Create package
Creates a new package
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Create project
Creates a new project
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Create event
Creates a full day event
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Create milestone
Creates a new milestone
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Create folder
Creates a new folder
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Create task
Creates a new task
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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
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Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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