Integrate Agile CRM with LiquidPlanner
Send information between Agile CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Set up tasks in LiquidPlanner when new tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in LiquidPlanner whenever a new task is initiated in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Agile CRM
Agile CRM + LiquidPlanner
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Supported triggers and actions
Integrate Agile CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket 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 Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Deal
Creates a new deal
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
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 >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
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
