Integrate Zoho SalesIQ with LiquidPlanner
Send information between Zoho SalesIQ and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
Department created
Triggers when a new department is created to the specified portal
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation attender updated
Triggers when an operator picks up a chat
Conversation missed
Triggers when a conversation is missed
Conversation rated
Triggers when a conversation is rated
Conversation created
Triggers when a new conversation is created
Conversation transfer initiated
Triggers when a conversation transfer is initiated
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
Associate operators to department
Associates operators to the selected department
Create article
Creates a new article
Send message to latest conversation
Sends a message to the latest conversation
Disable department
Disables the selected department
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
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 Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
Similar apps
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
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
