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Integrate Streak with LiquidPlanner
Send information between Streak and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in LiquidPlanner whenever a new task is initiated in Streak
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in LiquidPlanner each time a new task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in LiquidPlanner.
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Set up a new task in LiquidPlanner whenever a new task is initiated in Streak
Streak + LiquidPlanner
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Initiate an event in LiquidPlanner when a task is created in Streak
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in LiquidPlanner when a task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a full day event in LiquidPlanner.
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Initiate an event in LiquidPlanner when a task is created in Streak
Streak + LiquidPlanner
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Build your own integrations between Streak and LiquidPlanner
Connect Streak and LiquidPlanner with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Streak and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Box created
Triggers when a new box is created in the selected pipeline
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Contact added
Triggers when a new contact is created in the selected team
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Stage added
Triggers when a new stage is added to the selected pipeline
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Pipeline created
Triggers when a new pipeline is created
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Box stage changed
Triggers when the stage of a box in the selected pipeline changes
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Contact updated
Triggers when the details of a contact is updated in the selected team
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Organization created
Triggers when a new organization is created
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Box pipeline changed
Triggers when a box is moved between pipelines
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Task created
Triggers when a new task is created in the selected pipeline
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Box updated
Triggers when the properties of a box is updated in the selected pipeline
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Comment created or updated
Triggers when a comment is created or updated
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Project created or updated
Triggers when a project is created or updated
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Package added or updated
Triggers when a package is added or updated
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Document created or updated
Triggers when a document is created or updated
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Client added or updated
Triggers when a new client is added or details of an existing client are updated
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Task created or updated
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Add contact to box
Adds a contact to the specified box
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Create organization
Creates a new organization
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Create comment
Creates a new comment
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Create task
Creates a new task in the selected box
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Create new box
Creates a new box
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Update box
Updates the properties of the specified box
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Update organization
Updates the details of an existing organization
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Update contact
Updates the details of an existing contact
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Update task
Updates the details of an existing task
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Fetch contact
Fetches the details of an existing contact by key or email
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Fetch organization
Fetches the details of an existing organization by key or name
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Fetch task
Fetches the details of an existing task
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Fetch box
Fetches the details of the specified box
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Create milestone
Creates a new milestone
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Create folder
Creates a new folder
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Create project
Creates a new project
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Create event
Creates a full day event
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Create task
Creates a new task
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Create package
Creates a new package
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
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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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