![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Integrate Capsule CRM with LiquidPlanner
Send information between Capsule CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Set up tasks in LiquidPlanner when new tasks are initiated in Capsule CRM
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 Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in LiquidPlanner.
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Set up tasks in LiquidPlanner when new tasks are initiated in Capsule CRM
Capsule CRM + LiquidPlanner
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Capsule CRM and LiquidPlanner
Connect Capsule CRM and LiquidPlanner with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Capsule CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Organization
Triggers when a new organization is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Person
Triggers when a new person is created on Capsule CRM
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Task
Triggers when a new open task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
New User
Triggers when a new user is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Case
Triggers when a new case is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Client added or updated
Triggers when a new client is added or details of an existing client are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Task created or updated
Triggers when a task is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Package added or updated
Triggers when a package is added or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Document created or updated
Triggers when a document is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Comment created or updated
Triggers when a comment is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Project created or updated
Triggers when a project is created or updated
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Person
Creates a new person on Capsule CRM
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Case
Creates a new case
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/capsule_crm.png)
Find person
Finds the details of the specified person by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create package
Creates a new package
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create event
Creates a full day event
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create milestone
Creates a new milestone
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create folder
Creates a new folder
What is Capsule CRM?
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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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