Integrate Syncro with LiquidPlanner
Send information between Syncro and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a new task in LiquidPlanner when a new order is created in Syncro
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to LiquidPlanner whenever a new order is placed in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in LiquidPlanner when a new order is created in Syncro
Syncro + LiquidPlanner
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Supported triggers and actions
Integrate Syncro and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Vendor added
Triggers when a new vendor is added
Purchase order created
Triggers when a new purchase order is created
Ticket added
Triggers when a new ticket is added
RMM alert created
Triggers when a new RMM alert is created
Invoice added
Triggers when a new invoice is added
Item added
Triggers when a new item is added
Product added
Triggers when a new product is added
Contract added
Triggers when a new contract is added
Lead added
Triggers when a new lead is added
Asset created
Triggers when a new asset is created
Appointment added
Triggers when a new appointment is added
Customer added
Triggers when a new customer is added
Contact added
Triggers when a new contact 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 invoice
Creates a new invoice
Create appointment
Creates a new appointment
Create product
Creates a new product
Create payment
Creates a new payment
Create contact
Creates a new contact
Create vendor
Creates a vendor
Create lead
Creates a new lead
Create ticket
Creates a ticket
Create contract
Creates a new contract
Create customer
Creates a new customer
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 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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
