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
  1. The flow triggers when a new task is created in the selected pipeline in Streak.
  2. 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
  1. The flow triggers when a new task is created in the selected pipeline in Streak.
  2. 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

Build your own integrations between Streak and LiquidPlanner

Connect Streak and LiquidPlanner with over 650+ 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

Box created

Triggers when a new box is created in the selected pipeline

Contact added

Triggers when a new contact is created in the selected team

Stage added

Triggers when a new stage is added to the selected pipeline

Pipeline created

Triggers when a new pipeline is created

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Contact updated

Triggers when the details of a contact is updated in the selected team

Organization created

Triggers when a new organization is created

Box pipeline changed

Triggers when a box is moved between pipelines

Task created

Triggers when a new task is created in the selected pipeline

Box updated

Triggers when the properties of a box is updated in the selected pipeline

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 contact

Creates a new contact

Add contact to box

Adds a contact to the specified box

Create organization

Creates a new organization

Create comment

Creates a new comment

Create task

Creates a new task in the selected box

Create new box

Creates a new box

Update box

Updates the properties of the specified box

Update organization

Updates the details of an existing organization

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Fetch contact

Fetches the details of an existing contact by key or email

Fetch organization

Fetches the details of an existing organization by key or name

Fetch task

Fetches the details of an existing task

Fetch box

Fetches the details of the specified box

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 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.

Contact Management 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

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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