Integrate Agendor with LiquidPlanner

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

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Create a project within LiquidPlanner for every accomplished deal in Agendor

Initiate a project promptly following the closure of a deal. This flow will automatically create a project within LiquidPlanner for every accomplished deal in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new project in LiquidPlanner.
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Create a project within LiquidPlanner for every accomplished deal in Agendor

Agendor + LiquidPlanner

Build your own integrations between Agendor and LiquidPlanner

Connect Agendor and LiquidPlanner with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agendor and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

New or updated client

Triggers when a new client is added or details of an existing client are updated

New or updated task

Triggers when a task is created or updated

New or updated package

Triggers when a package is added or updated

New or updated document

Triggers when a document is created or updated

New or updated comment

Triggers when a comment is created or updated

New or updated project

Triggers when a project is created or updated

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

Create a task

Creates a new task

Create a package

Creates a new package

Create a project

Creates a new project

Create an event

Create a full day event

Create a milestone

Creates a new milestone

Create folder

Creates a new folder

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

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

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

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Toto

Technical Engineer, Master Liveaboards

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