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Create business workflows for LiquidPlanner without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular LiquidPlanner workflows

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Send emails for new or updated tasks on LiquidPlanner

Send an email notification whenever a task is created or updated in your project management application. This flow automatically delivers email notifications to select recipients whenever a task is created or updated.

How it works
1. A task is created or updated in LiquidPlanner.
2. Zoho Flow automatically sends an email notification for the new or updated task.
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Send emails for new or updated tasks on LiquidPlanner

LiquidPlanner + Send Email

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Create task in LiquidPlanner for new card in Trello

If you alternate between two styles of project management in two different apps, it’s important that the applications are in sync. This flow creates a new task in LiquidPlanner whenever a new card is added to Trello.

How it works
1. A new card is created in Trello.
2. Zoho Flow automatically creates a task in LiquidPlanner for the new card.
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Create task in LiquidPlanner for new card in Trello

Trello + LiquidPlanner

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Create an event in LiquidPlanner for new event in LionDesk

Track your CRM events right from your project management app. This flow creates an event in LiquidPlanner for every new event in LionDesk.

How it works
1. A new event is created in LionDesk.
2. Zoho Flow automatically creates a new event in LiquidPlanner using the details of the newly created LionDesk event.
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Create an event in LiquidPlanner for new event in LionDesk

LionDesk + LiquidPlanner

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Add new or updated LiquidPlanner projects in a Google Sheets spreadsheet

If you want to maintain a list of your projects in a spreadsheet, use this flow to automate the process. Every time a project is added or updated in LiquidPlanner, a new entry is made in a Google Sheets spreadsheet.

How it works
1. A project is created or updated in LiquidPlanner.
2. Zoho Flow automatically adds the new or updated project in the selected Google Sheets spreadsheet.
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Add new or updated LiquidPlanner projects in a Google Sheets spreadsheet

LiquidPlanner + Google Sheets

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Create contact in LionDesk for new client in LiquidPlanner

This flow automates the process of adding the clients you’re currently working with a contact in your CRM. Every time a client is added to LiquidPlanner, a new contact is created in LionDesk.

How it works
1. A new client is created in LiquidPlanner.
2. Zoho Flow automatically creates a contact in LionDesk using the new client details.
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Create contact in LionDesk for new client in LiquidPlanner

LiquidPlanner + LionDesk

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Send an email for tasks created in LionDesk from LiquidPlanner

This flow does two things. First, it creates a task in LionDesk every time a task is created in LiquidPlanner. Then it sends an email to the selected recipients that a new task was created in LionDesk.

How it works
1. A task is created in LiquidPlanner.
2. Zoho Flow automatically creates a task in LionDesk using the details of the newly created task in LiquidPlanner and then sends an email notification to selected recipients.
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Send an email for tasks created in LionDesk from LiquidPlanner

LiquidPlanner + LionDesk

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Receive LiquidPlanner comments on Zoho Cliq

Keep up with the discussions happening in your project management app right from your chat tab. Use this flow to receive new LiquidPlanner comments automatically on Zoho Cliq.

How it works
1. A comment is made on LiquidPlanner.
2. Zoho Flow automatically displays the comment on the selected Zoho Cliq chat.
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Receive LiquidPlanner comments on Zoho Cliq

LiquidPlanner + Zoho Cliq

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Build your own LiquidPlanner integrations

Connect LiquidPlanner with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your LiquidPlanner workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Comment created or updated

Triggers when a comment is created or updated

Project created or updated

Triggers when a project is created or updated

Client added or updated

Triggers when a new client is added or details of an existing client are updated

Task created or updated

Triggers when a task is created or updated

Package added or updated

Triggers when a package is added or updated

Document created or updated

Triggers when a document is created or updated

All Actions - Actions are the automated tasks

Create package

Creates a new package

Create project

Creates a new project

Create event

Creates a full day event

Create milestone

Creates a new milestone

Create folder

Creates a new folder

Create task

Creates a new task

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

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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.

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We started using both from the beginning, but since swapping [to Zoho], 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

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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