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Integrate Agile CRM with LiquidPlanner
Send information between Agile CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in LiquidPlanner when new tasks are initiated in Agile CRM
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 Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in LiquidPlanner.
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Set up tasks in LiquidPlanner when new tasks are initiated in Agile CRM
Agile CRM + LiquidPlanner
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Build your own integrations between Agile CRM and LiquidPlanner
Connect Agile CRM 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 Agile CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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New or updated comment
Triggers when a comment is created or updated
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New or updated document
Triggers when a document is created or updated
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New or updated task
Triggers when a task is created or updated
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New or updated package
Triggers when a package is added or updated
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New or updated project
Triggers when a project is created or updated
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New or updated client
Triggers when a new client is added or details of an existing client are updated
All Actions - Actions are the automated tasks
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Create Ticket
Creates a new ticket
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Create Contact
Creates a new contact
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Create Company
Creates a new company
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Create Task
Creates a task for the selected contact
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Create Event
Creates a new event
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Create Deal
Creates a new deal
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Create a milestone
Creates a new milestone
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Create an event
Create a full day event
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Create a package
Creates a new package
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Create a project
Creates a new project
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Create folder
Creates a new folder
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Create a task
Creates a new task
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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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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