Integrate Syncro with LiquidPlanner
Send information between Syncro and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a new task in LiquidPlanner when a new order is created in Syncro
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to LiquidPlanner whenever a new order is placed in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in LiquidPlanner when a new order is created in Syncro
Syncro + LiquidPlanner
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Supported triggers and actions
Integrate Syncro and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Vendor added
Triggers when a new vendor is added
Purchase order created
Triggers when a new purchase order is created
Product added
Triggers when a new product is added
Payment created
Triggers when a new payment is created
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Appointment added
Triggers when a new appointment is added
Lead added
Triggers when a new lead is added
Asset created
Triggers when a new asset is created
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Invoice added
Triggers when a new invoice is added
Item added
Triggers when a new item is added
RMM alert created
Triggers when a new RMM alert 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 product
Creates a new product
Create payment
Creates a new payment
Create contract
Creates a new contract
Create appointment
Creates a new appointment
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create ticket
Creates a ticket
Create vendor
Creates a vendor
Create lead
Creates a new lead
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 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
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
