Integrate Bigin by Zoho CRM with LiquidPlanner
Send information between Bigin by Zoho CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in LiquidPlanner when new tasks are initiated in Bigin by Zoho CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to LiquidPlanner every time a new task is added in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + LiquidPlanner
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Supported triggers and actions
Integrate Bigin by Zoho CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Call created
Triggers when a new call is created
Product created
Triggers when a new product is created
Task updated
Triggers when any detail of an existing task is updated
Contact created or updated
Triggers when a new contact is created or updated
Company updated
Triggers when any detail of an existing company is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company created
Triggers when a new company is created
Call updated
Triggers when any detail of an existing call is updated
User added
Triggers when a new user is added
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Event updated
Triggers when any detail of an existing event is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Contact created
Triggers when a new contact is created
Product updated
Triggers when any detail of an existing product is updated
Contact updated
Triggers when any detail of an existing contact is updated
Event created
Triggers when a new event is created
Note added
Triggers when a new note is added
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 user
Creates a new user
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Add tag to record
Adds a tag to the specified record
Create or update company
Creates a new company or updates the details of the company if it already exists
Create task
Creates a new task
Create or update product
Creates a new product or updates the details of an existing product
Create tag
Creates a new tag in the selected module
Remove tag from record
Removes an existing tag from the specified record
Create event
Creates a new event
Send email
Sends an email to the specified contact
Create or update contact
Creates a new contact or updates the details of an existing contact
Create call
Creates a new call
Add note
Adds a note to the selected module
Update call
Updates the details of an existing call
Update product
Updates the details of an existing product
Update task
Updates the details of an existing task
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update user
Updates the existing user
Update event
Updates the details of an existing event
Update company
Updates the details of an existing company
Add product to pipeline record
Adds a product to the selected pipeline record
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Endless integrations. End to manual work.
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