

Integrate LionDesk with LiquidPlanner
Send information between LionDesk 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 LionDesk
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to LiquidPlanner every time a new task is added in LionDesk.
How it works
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task in LiquidPlanner.


Create a new task in LiquidPlanner each time a new task is created in LionDesk
LionDesk + LiquidPlanner

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Supported triggers and actions
Integrate LionDesk and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New event
Triggers when a new event is created

New contact
Triggers when a new contact is created

New user
Triggers when a new user is added

New task
Triggers when a new task 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 task
Creates a new task

Create contact
Creates a new contact

Create event
Creates a new event

Fetch contact
Fetches an existing contact

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 LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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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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