Integrate Upsales with LiquidPlanner
Send information between Upsales and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in LiquidPlanner when a new order is created in Upsales
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 Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in LiquidPlanner when a new order is created in Upsales
Upsales + LiquidPlanner
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Supported triggers and actions
Integrate Upsales and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity 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 company
Creates a new company
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
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 Upsales?
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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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
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.
Neville Mader
Director, Perth Security Services
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
