Integrate Holded with LiquidPlanner

Send information between Holded 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 Holded

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in LiquidPlanner whenever a new task is initiated in Holded.

How it works
  1. The flow triggers when a new task is created in Holded.
  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 Holded

Holded + LiquidPlanner

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

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in LiquidPlanner each time a new project is initiated in Holded.

How it works
  1. The flow triggers when a new project is created in Holded.
  2. Zoho Flow creates a new project in LiquidPlanner.
+

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

Holded + LiquidPlanner

Build your own integrations between Holded and LiquidPlanner

Connect Holded and LiquidPlanner with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Holded and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Service created

Triggers when a new service is created

Contact group created

Triggers when a new contact group is created

Product created

Triggers when a new product is created

Warehouse created

Triggers when a new warehouse is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Contact created

Triggers when a new contact is created

Project created

Triggers when a new project is created

Payment created

Triggers when a new payment 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

Create sales channel

Creates a new sales channel

Create contact group

Creates a new contact group

Create contact

Creates a new contact

Create warehouse

Creates a new warehouse

Create document

Creates a new document

Create product

Creates a new product

Create payment

Creates a new payment

Create project

Creates a new project

Create service

Creates a new service

Create task

Creates a new task

Create employee

Creates a new employee

Update sales channel

Updates the details of an existing sales channel

Update contact

Updates the details of an existing contact

Update employee

Updates the details of an existing employee

Update warehouse

Updates the details of an existing warehouse

Update service

Updates the details of an existing service

Update project

Updates the details of an existing project

Update document

Updates the details of an existing document

Update contact group

Updates the details of an existing contact group

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch product

Fetches the details of an existing product using ID

Fetch document

Fetches the details of an existing document using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch task

Fetches the details of an existing task using ID

Fetch project

Fetches the details of an existing project using ID

Fetch service

Fetches the details of an existing service using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

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 Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, 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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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CEO, OpIndia

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CEO, Lakeside CNC Group

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Toto

Technical Engineer, Master Liveaboards

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