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
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new project in LiquidPlanner.
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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.

CRM

What is LiquidPlanner?

LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.

Project Management

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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