Integrate Firmao with LiquidPlanner

Send information between Firmao and LiquidPlanner automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up a new task in LiquidPlanner whenever a new task is initiated in Firmao

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to LiquidPlanner every time a new task is added in Firmao.

How it works
  1. The flow triggers when a new task is created in Firmao.
  2. Zoho Flow creates a new task in LiquidPlanner.
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Set up a new task in LiquidPlanner whenever a new task is initiated in Firmao

Firmao + LiquidPlanner

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Set up a new project in LiquidPlanner each time a new project is initiated in Firmao

Enable seamless tracking and reporting by auto-creating projects in your project management software from business management software. This flow will start a new project in LiquidPlanner whenever a new project is launched in Firmao.

How it works
  1. The flow triggers when a new project is created in Firmao.
  2. Zoho Flow creates a new project in LiquidPlanner.
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Set up a new project in LiquidPlanner each time a new project is initiated in Firmao

Firmao + LiquidPlanner

Build your own integrations between Firmao and LiquidPlanner

Connect Firmao and LiquidPlanner with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Firmao and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Task created

Triggers when a new task is created

New or updated document

Triggers when a document is created or updated

New or updated client

Triggers when a new client is added or details of an existing client are updated

New or updated comment

Triggers when a comment is created or updated

New or updated package

Triggers when a package is added or updated

New or updated project

Triggers when a project is created or updated

New or updated task

Triggers when a task is created or updated

All Actions - Actions are the automated tasks

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

Create project

Creates a new project

Fetch company

Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.

Create task

Creates a new task

Create a project

Creates a new project

Create folder

Creates a new folder

Create a package

Creates a new package

Create an event

Create a full day event

Create a task

Creates a new task

Create a milestone

Creates a new milestone

What is Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.

CRM

What is LiquidPlanner?

LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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