Integrate Bigin by Zoho CRM with LiquidPlanner

Send information between Bigin by Zoho 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 Bigin by Zoho CRM

Facilitate better time management by automating routine task scheduling. This flow will add a new task to LiquidPlanner every time a new task is added in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new task is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new task in LiquidPlanner.
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Set up tasks in LiquidPlanner when new tasks are initiated in Bigin by Zoho CRM

Bigin by Zoho CRM + LiquidPlanner

Build your own integrations between Bigin by Zoho CRM and LiquidPlanner

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Supported triggers and actions

Integrate Bigin by Zoho CRM and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event updated

Triggers when any detail of an existing event is updated

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Note added

Triggers when a new note is added

Task created

Triggers when a new task is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Event created

Triggers when a new event is created

Company updated

Triggers when any detail of an existing company is updated

Contact updated

Triggers when any detail of an existing contact is updated

Task updated

Triggers when any detail of an existing task is updated

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Call created

Triggers when a new call is created

Contact created

Triggers when a new contact is created

Call updated

Triggers when any detail of an existing call is updated

Pipeline record created

Triggers when a new pipeline record is created

Product updated

Triggers when any detail of an existing product is updated

User added

Triggers when a new user is added

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 or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Remove tag from record

Removes an existing tag from the specified record

Create or update contact

Creates a new contact or updates the details of an existing contact

Add note

Adds a note to the selected module

Create call

Creates a new call

Send email

Sends an email to the specified contact

Create tag

Creates a new tag in the selected module

Create or update company

Creates a new company or updates the details of the company if it already exists

Create event

Creates a new event

Create or update product

Creates a new product or updates the details of an existing product

Add tag to record

Adds a tag to the specified record

Create user

Creates a new user

Create task

Creates a new task

Update event

Updates the details of an existing event

Update pipeline record

Updates the details of an existing pipeline record

Update user

Updates the existing user

Update call

Updates the details of an existing call

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update product

Updates the details of an existing product

Update company

Updates the details of an existing company

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch user

Fetches the details of an existing user by email address or ID

Fetch company

Fetches the details of an existing company by name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch task

Fetches the details of an existing task by name or ID

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 Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

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.

Learn more >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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