Integrate Syncro with LiquidPlanner
Send information between Syncro and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a new task in LiquidPlanner when a new order is created in Syncro
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to LiquidPlanner whenever a new order is placed in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in LiquidPlanner when a new order is created in Syncro
Syncro + LiquidPlanner
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Supported triggers and actions
Integrate Syncro and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment added
Triggers when a new appointment is added
Ticket added
Triggers when a new ticket is added
Item added
Triggers when a new item is added
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
Product added
Triggers when a new product is added
Asset created
Triggers when a new asset is created
Vendor added
Triggers when a new vendor is added
RMM alert created
Triggers when a new RMM alert is created
Invoice added
Triggers when a new invoice is added
Contract added
Triggers when a new contract is added
Contact added
Triggers when a new contact is added
Purchase order created
Triggers when a new purchase order is created
Lead added
Triggers when a new lead 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
Create ticket
Creates a ticket
Create vendor
Creates a vendor
Create payment
Creates a new payment
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create lead
Creates a new lead
Create contract
Creates a new contract
Create customer
Creates a new customer
Create product
Creates a new product
Create appointment
Creates a new appointment
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 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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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