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Integrate Outreach with LiquidPlanner
Send information between Outreach and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Set up tasks in LiquidPlanner when new tasks are initiated in Outreach
Outreach + LiquidPlanner
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Build your own integrations between Outreach and LiquidPlanner
Connect Outreach and LiquidPlanner with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Outreach and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Opportunity updated
Triggers when any detail of an existing opportunity is updated
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Sequence state created or deleted
Triggers when a sequence state is created or deleted
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Sequence state updated
Triggers when the state of an existing sequence is updated
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Account created or deleted
Triggers when an account is created or deleted
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Task created or deleted
Triggers when a task is created or deleted
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Mail updated
Triggers when any detail of an existing mail is updated
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Task updated
Triggers when any detail of an existing task is updated
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Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
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Prospect updated
Triggers when any detail of an existing prospect is updated
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Sequence updated
Triggers when any detail of an existing sequence is updated
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Call created or deleted
Triggers when a call is created or deleted
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Sequence created or deleted
Triggers when a sequence is created or deleted
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Opportunity created or deleted
Triggers when an opportunity is created or deleted
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Prospect created or deleted
Triggers when a prospect is created or deleted
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Call updated
Triggers when any detail of an existing call is updated
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Account updated
Triggers when any detail of an existing account is updated
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New or updated client
Triggers when a new client is added or details of an existing client are updated
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New or updated task
Triggers when a task is created or updated
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New or updated package
Triggers when a package is added or updated
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New or updated document
Triggers when a document is created or updated
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New or updated comment
Triggers when a comment is created or updated
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New or updated project
Triggers when a project is created or updated
All Actions - Actions are the automated tasks
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Create account
Creates a new account
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Log call
Logs a new call
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Create task
Creates a new task
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Add prospect to sequence
Adds a prospect to the specified sequence
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Add prospect
Adds a new prospect
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Add recipient
Adds a new recipient
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Create opportunity
Creates a new opportunity
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Update prospect
Updates an existing prospect
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Update account
Updates the details of an existing account
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Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
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Fetch account - By ID
Fetches the details of an existing account by ID
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Fetch mailing
Fetches the details of an existing mailing by ID
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Fetch user - By email address
Fetches the details of an existing user by email address
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Fetch user - By ID
Fetches the details of an existing user by ID
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Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
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Fetch task priority - By ID
Fetches the details of an existing task priority by ID
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Fetch persona - By name
Fetches the details of an existing persona by name
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Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
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Fetch opportunity - By name
Fetches the details of an existing opportunity by name
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Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
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Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
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Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
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Fetch persona - By ID
Fetches the details of an existing persona by ID
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Fetch call purpose - By name
Fetches the details of an existing call purpose by name
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Fetch task priority - By name
Fetches the details of an existing task priority by name
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Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
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Fetch prospect - By ID
Fetches the details of an existing prospect by ID
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Fetch mailbox
Fetches an existing mailbox by its email address
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Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
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Fetch sequence
Fetches the details of a sequence by its name
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Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
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Fetch account - By name
Fetches the details of an existing account by name
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Create a task
Creates a new task
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Create a package
Creates a new package
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Create a project
Creates a new project
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Create an event
Create a full day event
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Create a milestone
Creates a new milestone
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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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