Integrate Streak with LiquidPlanner

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

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

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 Streak.

How it works
  1. The flow triggers when a new task is created in the selected pipeline in Streak.
  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 Streak

Streak + LiquidPlanner

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Initiate an event in LiquidPlanner when a task is created in Streak

Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in LiquidPlanner when a task is created in Streak.

How it works
  1. The flow triggers when a new task is created in the selected pipeline in Streak.
  2. Zoho Flow creates a full day event in LiquidPlanner.
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Initiate an event in LiquidPlanner when a task is created in Streak

Streak + LiquidPlanner

Build your own integrations between Streak and LiquidPlanner

Connect Streak 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 Streak and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of a contact is updated in the selected team

Stage added

Triggers when a new stage is added to the selected pipeline

Task created

Triggers when a new task is created in the selected pipeline

Box created

Triggers when a new box is created in the selected pipeline

Pipeline created

Triggers when a new pipeline is created

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Organization created

Triggers when a new organization is created

Box pipeline changed

Triggers when a box is moved between pipelines

Contact added

Triggers when a new contact is created in the selected team

Box updated

Triggers when the properties of a box is updated in the selected pipeline

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 organization

Creates a new organization

Create comment

Creates a new comment

Create new box

Creates a new box

Add contact to box

Adds a contact to the specified box

Create task

Creates a new task in the selected box

Create contact

Creates a new contact

Update box

Updates the properties of the specified box

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update organization

Updates the details of an existing organization

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

Fetch organization

Fetches the details of an existing organization by key or name

Fetch contact

Fetches the details of an existing contact by key or email

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 Streak?

Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.

Contact Management 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 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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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