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Integrate Upsales with LiquidPlanner
Send information between Upsales and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in LiquidPlanner when a new order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in LiquidPlanner whenever an order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in LiquidPlanner.
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Create a new task in LiquidPlanner when a new order is created in Upsales
Upsales + LiquidPlanner
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Build your own integrations between Upsales and LiquidPlanner
Connect Upsales 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 Upsales and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Opportunity created
Triggers when a new opportunity is created
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Order placed
Triggers when a new order is placed
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User created
Triggers when a new user is created
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Appointment created
Triggers when a new appointment is created
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Activity created
Triggers when a new activity is created
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Company created
Triggers when a new company is created
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Product created
Triggers when a new product is created
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Event created
Triggers when a new event is created
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Contact created
Triggers when a new contact is created
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New or updated comment
Triggers when a comment is created or updated
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New or updated document
Triggers when a document is created or updated
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New or updated task
Triggers when a task is created or updated
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New or updated package
Triggers when a package is added or updated
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New or updated project
Triggers when a project is created or updated
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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
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create appointment
Creates a new appointment
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Create order
Creates a new order
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Create activity
Creates a new activity
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Create product
Creates a new product
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Create a milestone
Creates a new milestone
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Create an event
Create a full day event
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Create a package
Creates a new package
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Create a project
Creates a new project
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Create folder
Creates a new folder
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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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