Integrate Agendor with LiquidPlanner
Send information between Agendor and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a project within LiquidPlanner for every accomplished deal in Agendor
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within LiquidPlanner for every accomplished deal in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new project in LiquidPlanner.
Create a project within LiquidPlanner for every accomplished deal in Agendor
Agendor + LiquidPlanner
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Supported triggers and actions
Integrate Agendor and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal updated
Triggers when a the details of a deal is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when the details of a company is updated
Person updated
Triggers when the details of a person is updated
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
Create person deal
Creates a person deal
Create person
Creates a person .
Create company
Creates a new company
Create company deal
Creates a new company deal
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Fetch company
Fetches the details of an existing company
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create project
Creates a new project
Create event
Creates a full day event
Create task
Creates a new task
Create package
Creates a new package
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
Similar apps
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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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
