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 850+ 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 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 Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New or updated comment
Triggers when a comment is created or updated
New or updated document
Triggers when a document is created or updated
New or updated task
Triggers when a task 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 client
Triggers when a new client is added or details of an existing client are updated
All Actions - Actions are the automated tasks
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create a milestone
Creates a new milestone
Create an event
Create a full day event
Create a package
Creates a new package
Create a project
Creates a new project
Create folder
Creates a new folder
Create a task
Creates a new task
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
Similar apps
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.
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 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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
