Integrate Forecast with LiquidPlanner
Send information between Forecast and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Initiate an event in LiquidPlanner when a task is created in Forecast
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in LiquidPlanner when a task is created in Forecast.
How it works
- The flow triggers when a new card is created in the selected project in Forecast.
- Zoho Flow creates a full day event in LiquidPlanner.
Initiate an event in LiquidPlanner when a task is created in Forecast
Forecast + LiquidPlanner
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Supported triggers and actions
Integrate Forecast and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New milestone
Triggers when a new milestone is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
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 milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create task
Creates a new task
Create client
Creates a new client
Create project
Creates a new project
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create time registration
Creates a new time registration
Add person
Adds a new person
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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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 >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
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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
