Integrate LiquidPlanner with SuiteDash
Send information between LiquidPlanner and SuiteDash automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate LiquidPlanner and SuiteDash using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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
Create contact
Creates a new contact
Create company
Creates a new company
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Fetch company
Fetches the details of an existing company by name or UID
Fetch contact
Fetches the details of an existing contact by email or UID
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
What is SuiteDash?
SuiteDash is an all-in-one business management software that enables businesses to manage client portals, CRM, onboarding, digital marketing, billing, payments, and more.
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