Integrate sevDesk with LiquidPlanner

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

Explore prebuilt integration flows to get started

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Initiate an event in LiquidPlanner when a task is created in sevDesk

Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in LiquidPlanner once a task is created in sevDesk.

How it works
  1. The flow triggers when a new task is created in sevDesk.
  2. Zoho Flow creates a full day event in LiquidPlanner.
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Initiate an event in LiquidPlanner when a task is created in sevDesk

sevDesk + LiquidPlanner

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Create a task in LiquidPlanner each time a new order is made in sevDesk

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in LiquidPlanner whenever an order is created in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. 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 sevDesk

sevDesk + LiquidPlanner

Build your own integrations between sevDesk and LiquidPlanner

Connect sevDesk 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 sevDesk and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Contact added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task 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 invoice

Creates a new invoice

Create order

Creates a new order

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country by ID

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch cost centre by name

Fetches the details of an existing cost centre 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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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