Integrate Forecast with LiquidPlanner

Send information between Forecast and LiquidPlanner automatically, without writing any code, using Zoho Flow.

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Initiate an event in LiquidPlanner when a task is created in Forecast

Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in LiquidPlanner when a task is created in Forecast.

How it works
  1. The flow triggers when a new card is created in the selected project in Forecast.
  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 Forecast

Forecast + LiquidPlanner

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Supported triggers and actions

Integrate Forecast and LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new card is created in the selected project

New client

Triggers when a new client is created

New project

Triggers when a new project is created

New subtask

Triggers when a new subtask is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

New person

Triggers when a new person is added

New milestone

Triggers when a new milestone is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

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 project

Creates a new project

Create subtask

Creates a new sub task/to-do

Create label

Creates a new label

Create task

Creates a new task

Create time registration

Creates a new time registration

Create client

Creates a new client

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create sprint

Creates a new sprint in the selected project

Fetch label

Fetches an existing label by name

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 Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

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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