Integrate Salesflare with LiquidPlanner
Send information between Salesflare and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Set up tasks in LiquidPlanner when new tasks are initiated in Salesflare
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in LiquidPlanner when a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Salesflare
Salesflare + LiquidPlanner
Build your own integrations between Salesflare and LiquidPlanner
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Supported triggers and actions
Integrate Salesflare and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity 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 opportunity
Creates a new opportunity
Add contact to account
Adds an existing contact to the selected account
Create call
Creates a new call
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create contact
Creates a new contact
Create meeting
Creates a new meeting
Create task
Creates a new task
Fetch person
Fetches a person by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
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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