Integrate Insightful with LiquidPlanner
Send information between Insightful and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create an event in LiquidPlanner once a task is created in Insightful
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in LiquidPlanner once a task is created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a full day event in LiquidPlanner.
Create an event in LiquidPlanner once a task is created in Insightful
Insightful + LiquidPlanner
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Supported triggers and actions
Integrate Insightful and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Employee created
Triggers when a new employee is created
Employee updated
Triggers when the details of an existing employee are updated
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
Task created
Triggers when a new task is created
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 team
Creates a new team
Create project
Creates a new project
Create task
Creates a new task
Create employee
Creates a new employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Deactivate employee
Deactivates an existing employee
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
Fetch employee by email address or name
Fetch record by email address or name
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 Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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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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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Technical Engineer, Master Liveaboards
