Integrate Workstack with LiquidPlanner

Send information between Workstack and LiquidPlanner automatically, without writing any code, using Zoho Flow.

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Create an event in LiquidPlanner when a new task is set up in Workstack

Link tasks to events for clear assignment and progress tracking. This flow will create an event in LiquidPlanner once a task is created in Workstack.

How it works
  1. The flow triggers when a new task is created for the selected user in Workstack.
  2. Zoho Flow creates a full day event in LiquidPlanner.
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Create an event in LiquidPlanner when a new task is set up in Workstack

Workstack + LiquidPlanner

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Supported triggers and actions

Integrate Workstack and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New todo list

Triggers when a new todo list is created in the selected project

New task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New project

Triggers when a new project is created

New meeting

Triggers when a new meeting is created for the selected user

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 task

Creates a new task in the selected todo

Create project

Creates a new project

Create todo list

Creates a new todo list in the selected project

Create todo

Creates a new todo in the selected project

Create meeting

Creates a new meeting

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 Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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

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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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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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