Integrate Zoho Invoice with LiquidPlanner
Send information between Zoho Invoice and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Set up a new project in LiquidPlanner each time a new project is initiated in Zoho Invoice
Reduce discrepancies between invoicing software and project management software by auto-syncing project details. This flow will set up a new project in LiquidPlanner each time a new project is initiated in Zoho Invoice.
How it works
- The flow triggers when a new project is created in Zoho Invoice.
- Zoho Flow creates a new project in LiquidPlanner.
Set up a new project in LiquidPlanner each time a new project is initiated in Zoho Invoice
Zoho Invoice + LiquidPlanner
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Supported triggers and actions
Integrate Zoho Invoice and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Recurring expense created
Triggers when a new recurring expense is created
Credit note updated
Triggers when the details of an existing credit note are updated
Timesheet updated
Triggers when the details of an existing timesheet are updated
Project updated
Triggers when any detail of an existing project is updated
Contact created
Triggers when a new contact is created
Payment received
Triggers when a new payment is received
Project created
Triggers when a new project is created
Item created
Triggers when a new item is created in the selected organization
Item updated
Triggers when any detail of an existing item is updated
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Contact person created
Triggers when a new contact person is created for an existing contact
Estimate created
Triggers when a new estimate is created in the selected organization
Payment updated
Triggers when any detail of an existing payment is updated
Contact updated
Triggers when any detail of an existing contact is updated
Credit note created
Triggers when a new credit note 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 estimate
Creates a new estimate
Create invoice
Creates a new invoice
Stop timer
Stops the timer that is currently running
Send invoice
Sends an existing invoice to the specified recipients
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
Create contact person
Creates a new contact person for the selected contact
Add address for customer
Adds address details for an existing customer
Create task
Creates a new task in the specified project
Request payment information
Sends a payment information request to the specified email address
Record payment
Records a payment for an existing invoice
Send retainer invoice
Sends a retainer invoice to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create timesheet
Creates a new timesheet entry
Create item
Creates a new item
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Create project
Creates a new project
Update project
Updates the details of an existing project
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update timesheet
Updates the details of an existing timesheet
Update contact person
Updates the details of an existing contact person
Create payment link
Creates a payment link
Update invoice status
Updates the status of an existing invoice
Update payment link
Updates the details of an existing payment link
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update item
Updates the details of an existing item
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch payment
Fetches the details of an existing payment
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by ID
Fetches the details of an existing item by ID
Fetch project
Fetches the details of an existing project by ID
Fetch item by name
Fetches the details of an existing item by name
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch task
Fetches the details of an existing task by ID
Fetch estimate
Fetches the details of an existing invoice
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch contact by email
Fetches the details of an existing contact by email
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch contact by ID
Fetches the details of an existing contact by 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 Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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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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