Integrate Outreach with LiquidPlanner
Send information between Outreach 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 Outreach
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 Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Outreach
Outreach + LiquidPlanner
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Supported triggers and actions
Integrate Outreach and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence state updated
Triggers when the state of an existing sequence is updated
Account created or deleted
Triggers when an account is created or deleted
Task created or deleted
Triggers when a task is created or deleted
Mail updated
Triggers when any detail of an existing mail is updated
Task updated
Triggers when any detail of an existing task is updated
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Sequence updated
Triggers when any detail of an existing sequence is updated
Call created or deleted
Triggers when a call is created or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Call updated
Triggers when any detail of an existing call is updated
Account updated
Triggers when any detail of an existing account is updated
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
Log call
Logs a new call
Create task
Creates a new task
Add prospect to sequence
Adds a prospect to the specified sequence
Add prospect
Adds a new prospect
Add recipient
Adds a new recipient
Create opportunity
Creates a new opportunity
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch account - By name
Fetches the details of an existing account 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 Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
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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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