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
  1. The flow triggers when a new task is created in Insightful.
  2. Zoho Flow creates a full day event in LiquidPlanner.
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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 updated

Triggers when the details of an existing employee are updated

Task created

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Team created

Triggers when a new team 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 task

Creates a new task

Create team

Creates a new team

Create project

Creates a new project

Create employee

Creates a new employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update task

Updates the details of an existing task

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

Fetch task

Fetches the details of an existing task using ID

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee 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 Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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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