Integrate Gro CRM with LiquidPlanner
Send information between Gro CRM 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 Gro CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to LiquidPlanner every time a new task is added in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Gro CRM
Gro CRM + LiquidPlanner
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Supported triggers and actions
Integrate Gro CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New deal
Triggers when a new deal 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 account
Creates a new account
Create contact
Creates a new contact
Fetch time zone
Fetches the details of a time zone by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
Fetch currency
Fetches the details of a currency by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch contact type
Fetches the details of an existing contact type 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 Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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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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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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