

Integrate Upsales with LiquidPlanner
Send information between Upsales and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in LiquidPlanner when a new order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in LiquidPlanner whenever an order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in LiquidPlanner.


Create a new task in LiquidPlanner when a new order is created in Upsales
Upsales + LiquidPlanner

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Supported triggers and actions
Integrate Upsales and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact created
Triggers when a new contact is created

Appointment created
Triggers when a new appointment is created

Opportunity created
Triggers when a new opportunity is created

Order created
Triggers when a new order is created

Company created
Triggers when a new company is created

User created
Triggers when a new user is created

Activity created
Triggers when a new activity is created

Event created
Triggers when a new event is created

Product created
Triggers when a new product is created

New or updated client
Triggers when a new client is added or details of an existing client are updated

New or updated task
Triggers when a task is created or updated

New or updated package
Triggers when a package is added or updated

New or updated document
Triggers when a document is created or updated

New or updated comment
Triggers when a comment is created or updated

New or updated project
Triggers when a project is created or updated
All Actions - Actions are the automated tasks

Create activity
Creates a new activity

Create contact
Creates a new contact

Create order
Creates a new order

Create company
Creates a new company

Create product
Creates a new product

Create appointment
Creates a new appointment

Create a task
Creates a new task

Create a package
Creates a new package

Create a project
Creates a new project

Create an event
Create a full day event

Create a milestone
Creates a new milestone

Create folder
Creates a new folder
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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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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