Integrate Clientify with LiquidPlanner
Send information between Clientify and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Set up tasks in LiquidPlanner when new tasks are initiated in Clientify
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to LiquidPlanner every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in Clientify
Clientify + LiquidPlanner
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Supported triggers and actions
Integrate Clientify and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
New or updated client
Triggers when a new client is added or details of an existing client are updated
New or updated project
Triggers when a project is created or updated
New or updated package
Triggers when a package is added or updated
New or updated task
Triggers when a task is created 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
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create task
Creates a new task
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Create a task
Creates a new task
Create folder
Creates a new folder
Create a project
Creates a new project
Create a package
Creates a new package
Create an event
Create a full day event
Create a milestone
Creates a new milestone
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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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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