Integrate LiquidPlanner with LionDesk
Send information between LiquidPlanner and LionDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an event in LiquidPlanner for new event in LionDesk
How it works
Create an event in LiquidPlanner for new event in LionDesk
LionDesk + LiquidPlanner
Create contact in LionDesk for new client in LiquidPlanner
How it works
Create contact in LionDesk for new client in LiquidPlanner
LiquidPlanner + LionDesk
Send an email for tasks created in LionDesk from LiquidPlanner
How it works
Send an email for tasks created in LionDesk from LiquidPlanner
LiquidPlanner + LionDesk
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project 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
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
New user
Triggers when a new user is added
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
Create contact
Creates a new contact
Create task
Creates a new task
Create event
Creates a new event
Fetch contact
Fetches an existing contact
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
Similar apps
What is LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
Similar apps
Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
