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Integrate Salesforce with LiquidPlanner
Send information between Salesforce and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in LiquidPlanner whenever a new task is initiated in Salesforce
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in LiquidPlanner whenever a new task is initiated in Salesforce.
How it works
- The flow triggers when a new task is created in Salesforce.
- Zoho Flow creates a new task in LiquidPlanner.
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Set up a new task in LiquidPlanner whenever a new task is initiated in Salesforce
Salesforce + LiquidPlanner
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Create a task in LiquidPlanner each time a new order is made in Salesforce
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in LiquidPlanner when a order is created in Salesforce.
How it works
- The flow triggers when a new order is created in Salesforce.
- Zoho Flow creates a new task in LiquidPlanner.
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Create a task in LiquidPlanner each time a new order is made in Salesforce
Salesforce + LiquidPlanner
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Build your own integrations between Salesforce and LiquidPlanner
Connect Salesforce 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 Salesforce and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Event created
Triggers when a new event is created
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Campaign updated
Triggers when a new campaign is updated
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Opportunity updated
Triggers when an opportunity is updated
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Campaign added
Triggers when a new campaign is added
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Account created
Triggers when a new account is created
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Event updated
Triggers when an event is updated
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Contact created
Triggers when a new contact is created
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Module entry updated
Triggers when a record is updated in the selected module
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Account updated
Triggers when an account is updated
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Order created
Triggers when a new order is created
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Task created
Triggers when a new task is created
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Opportunity added
Triggers when a new opportunity is added
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Lead created
Triggers when a new lead is created
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Solution updated
Triggers when an solution is updated
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Product updated
Triggers when an product is updated
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Note updated
Triggers when a note is updated
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Task updated
Triggers when a task is updated
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Case updated
Triggers when a case is updated
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Note created
Triggers when a new note is created
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Lead updated
Triggers when a lead is updated
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Module entry added
Triggers when a new entry is added to the selected module
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Solution added
Triggers when a new solution is added
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Contact updated
Triggers when a contact is updated
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Order updated
Triggers when an order is updated
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Product added
Triggers when a new product is added
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Case created
Triggers when a new case 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 lead
Creates a new lead
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Create order
Creates a new order
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Create task
Creates a new task
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Create product
Creates a new product
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Create event
Creates a new event
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Create note
Creates a new note
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Create account
Creates a new account
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Create campaign
Creates a new campaign
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Create case
Creates a new case
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Create opportunity
Creates a new opportunity
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Create custom module entry
Creates a new entry in the selected module
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Create solution
Creates a new solution
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Create contact
Creates a new contact
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Update custom module entry
Updates the details of entry in the selected module
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Update product
Updates the details of an existing product
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Update contact
Updates the details of an existing contact
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Update opportunity
Updates the details of an existing opportunity
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Update account
Updates the details of an existing account
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Update case
Updates the details of an existing case
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Update campaign
Updates the details of an existing campaign
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Update task
Updates the details of an existing task
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Update order
Updates the details of an existing order
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Update note
Updates the details of an existing note
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Update lead
Updates the details of an existing lead
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Update solution
Updates the details of an existing solution
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Update event
Updates the details of an existing event
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Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
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Fetch solution
Fetches the details of an existing solution by name or ID
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Fetch opportunity
Fetches the details of an existing opportunity by name or ID
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Fetch account
Fetches the details of an existing account by name or ID
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Fetch contact
Fetches the details of an existing contact by name or email address or ID
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Fetch user
Fetches the details of an existing user by email, name or ID
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Fetch event
Fetches the details of an existing event by subject or ID
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Fetch contract
Fetches the details of an existing contract by number or ID
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Fetch asset
Fetches the details of an existing asset by name or ID
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Fetch note
Fetches the details of an existing note by title or ID
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Fetch company
Fetches the details of an existing D&B company by name or ID
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Fetch module entry
Fetches the details of a module record entry based on the specified value
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Fetch case
Fetches the details of an existing case by subject or ID
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Fetch campaign
Fetches the details of an existing campaign by name or ID
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Fetch product
Fetches the details of an existing product by name or ID
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Fetch lead
Fetches the details of an existing lead by name or ID
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Fetch group
Fetches the details of an existing group by name or ID
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Fetch order
Fetches the details of an existing order by number or ID
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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 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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