Integrate Capsule CRM with LiquidPlanner
Send information between Capsule 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 Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in LiquidPlanner when a new task is created in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Capsule CRM
Capsule CRM + LiquidPlanner
Build your own integrations between Capsule CRM and LiquidPlanner
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Supported triggers and actions
Integrate Capsule CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created on Capsule CRM
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New Organization
Triggers when a new organization 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 Opportunity
Creates a new opportunity
Create Person
Creates a new person on Capsule CRM
Create Task
Creates a new task
Create Case
Creates a new case
Find person
Finds the details of the specified person by 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 Capsule CRM?
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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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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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