Integrate Clientify with LiquidPlanner
Send information between Clientify 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 Clientify
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to LiquidPlanner every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Clientify
Clientify + LiquidPlanner
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Supported triggers and actions
Integrate Clientify and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create deal
Creates a new deal
Create contact
Creates a new contact
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Create task
Creates a new task
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
