

Integrate Salesflare with LiquidPlanner
Send information between Salesflare and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Set up tasks in LiquidPlanner when new tasks are initiated in Salesflare
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in LiquidPlanner when a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in LiquidPlanner.


Set up tasks in LiquidPlanner when new tasks are initiated in Salesflare
Salesflare + LiquidPlanner

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

New account
Triggers when a new account is created

New task
Triggers when a new task is created

New opportunity
Triggers when a new opportunity 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 account
Creates a new account

Create call
Creates a new call

Create contact
Creates a new contact

Create opportunity
Creates a new opportunity

Create task
Creates a new task

Create meeting
Creates a new meeting

Add user to account
Adds an existing user to the selected account

Add contact to account
Adds an existing contact to the selected account

Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch account
Fetches an account by ID, name, domain, or tags

Fetch opportunity
Fetches an opportunity by ID, name, or account

Fetch user
Fetches a user by ID, name, or email

Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags

Fetch person
Fetches a person by ID, name, or email

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 Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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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