Integrate Insightly with LiquidPlanner
Send information between Insightly and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in LiquidPlanner each time a new task is created in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in LiquidPlanner each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in LiquidPlanner each time a new task is created in Insightly
Insightly + LiquidPlanner
Initiate an event in LiquidPlanner when a task is created in Insightly
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in LiquidPlanner when a new task is set up in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a full day event in LiquidPlanner.
Initiate an event in LiquidPlanner when a task is created in Insightly
Insightly + LiquidPlanner
Start a new project in LiquidPlanner whenever a new project is launched in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will start a new project in LiquidPlanner whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in LiquidPlanner.
Start a new project in LiquidPlanner whenever a new project is launched in Insightly
Insightly + LiquidPlanner
Build your own integrations between Insightly and LiquidPlanner
Connect Insightly 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 Insightly and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead 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 Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
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 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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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
