

Integrate Octadesk with LiquidPlanner
Send information between Octadesk and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will add new tasks to your LiquidPlanner for new tickets generated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in LiquidPlanner.


Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Octadesk + LiquidPlanner

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

Customer added
Triggers when a new customer is added

Organization added
Triggers when a new organisation is added

Agent added
Triggers when a new agent is added

Ticket added
Triggers when a new ticket is added

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 organization
Creates a new organization

Create product
Creates a new product

Update ticket
Updates the details of an existing ticket

Create ticket
Creates a new ticket

Create person
Creates a new person

Update organization
Updates the details of an existing organization

Update product
Updates the details of an existing product

Fetch requester
Fetches the details of an existing requester using email address

Fetch person
Fetches the details of an existing person using email address

Fetch organization
Fetches the details of an existing organization by name

Search ticket
Search for an existing ticket

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 Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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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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