Integrate Teamwork CRM with LiquidPlanner
Send information between Teamwork CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Generate a new project in LiquidPlanner for every deal successfully closed in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in LiquidPlanner for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in LiquidPlanner.
Generate a new project in LiquidPlanner for every deal successfully closed in Teamwork CRM
Teamwork CRM + LiquidPlanner
Build your own integrations between Teamwork CRM and LiquidPlanner
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Supported triggers and actions
Integrate Teamwork CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal 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 deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
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 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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