Integrate Forecast with LiquidPlanner
Send information between Forecast and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Initiate an event in LiquidPlanner when a task is created in Forecast
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in LiquidPlanner when a task is created in Forecast.
How it works
- The flow triggers when a new card is created in the selected project in Forecast.
- Zoho Flow creates a full day event in LiquidPlanner.
Initiate an event in LiquidPlanner when a task is created in Forecast
Forecast + LiquidPlanner
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Supported triggers and actions
Integrate Forecast and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person 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
Add person
Adds a new person
Create client
Creates a new client
Create time registration
Creates a new time registration
Create label
Creates a new label
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Create task
Creates a new task
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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 >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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