Integrate Gro CRM with LiquidPlanner

Send information between Gro 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 Gro CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to LiquidPlanner every time a new task is added in Gro CRM.

How it works
  1. The flow triggers when a new task is created in Gro 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 Gro CRM

Gro CRM + LiquidPlanner

Build your own integrations between Gro CRM and LiquidPlanner

Connect Gro CRM 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 Gro CRM and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New task

Triggers when a new task is created

New user

Triggers when a new user is added

New deal

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 account

Creates a new account

Create contact

Creates a new contact

Fetch time zone

Fetches the details of a time zone by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch currency

Fetches the details of a currency by name

Fetch contact type

Fetches the details of an existing contact type by name

Fetch country

Fetches the details of a country by name

Fetch user

Fetches the details of an existing user by email

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 Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

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

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.

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