LiquidPlanner and Salesflare

Project Management liquidplanner.com ↗

How to connect LiquidPlanner

Via Zapier — 38 operations available. Set it up ↗
Via Make — 86 modules available. Set it up ↗

What you can automate

When new or Changed Client in LiquidPlanner, find or create account, then find or create contact, then add contact to account in Salesflare.
When new or Changed Comment in LiquidPlanner, create internal note in Salesflare.
When new or Changed Task in LiquidPlanner, create task in Salesflare.
When new Opportunity in Salesflare, create an Estimate for a Task in LiquidPlanner.
When new Task in Salesflare, create Checklist Item for a Task in LiquidPlanner.

About LiquidPlanner

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

LiquidPlanner operations on Zapier

Triggers (6)

Start a workflow when this happens

New or Changed Client — This trigger will fire when a task is created or updated in your workspace.
New or Changed Comment — A comment has been created or updated in your workspace.
New or Changed Document — A document has been created or updated in your workspace.
New or Changed Package — Triggered when a package is created or updated in LP.
New or Changed Project — A project has been created or updated in your workspace.

Show 1 more triggers

New or Changed Task — A new task has been created in your workspace!

Actions (32)

Things Salesflare can make it do

Add a Comment to an Item — Add a comment to an item.
Create Activity — Create a new activity for the workspace.
Create Checklist Item for a Task — Create a checklist item for a specific task.
Create Dependency — Create a Dependency between two items.
Create a Folder — Create a new folder.

Show 27 more actions

Create a Link for an Item — Add a link to an item.
Create a Milestone — Create a new milestone.
Create a Note for an Item — Add a note to the item.
Create a Package — Create a new package.
Create a Partial Day Event — Create a partial day event.
Create a Project — Create a new project.
Create a Task — Create a new task in Liquid Planner.
Create an Estimate for a Task — Estimate a specific task.
Create an Event — Create a full day event.
Send Clear Timer — Clear the timer for a specific item.
Send Item Move After Command — Move an item after another.
Send Item Move Before Command — Move an item before another.
Send Start Timer — Start a timer for a specific item.
Send Stop Timer — Stop a timer for a specific item.
Send Track Time — Update your estimate, track hours worked, and add a comment and/or note.
Send Track Time via a Timer — Enter hours worked from a timer, update your estimate, add a comment, and restart the timer.
Trigger Accept Timesheet — Accept a specific timesheet.
Trigger Submit Timesheet — Submit a specific timesheet.
Trigger Un-Accept Timesheet — Un-accept a specific timesheet.
Trigger Un-Submit Timesheet — Un-submit a specific timesheet.
Update a Checklist Item — Update a checklist item.
Update a Comment — Change a comment.
Update a Link — Update a specific link for an item.
Update a Milestone — Update a specific milestone.
Update a Partial Day Event — Update a partial day event.
Update a Task — Update an existing task item.
Update an Event — Update an event.

LiquidPlanner operations on Make

Triggers (6)

Start a workflow when this happens

Watch Clients — Triggers when a client has been created or updated.
Watch Comments — Triggers when a comment has been created or updated.
Watch Documents — Triggers when a document has been created or updated.
Watch Packages — Triggers when a package has been created or updated.
Watch Projects — Triggers when a project has been created or updated.

Show 1 more triggers

Watch Tasks — Triggers when a task has been created or updated.

Actions (69)

Things Salesflare can make it do

Accept a Timesheet — Accepts a specific timesheet.
Add a Comment to an Item — Adds a comment to an item.
Clear a Timer — Clears the timer for a specific item.
Create a Checklist Item for a Task — Creates a checklist item for a specific task.
Create a Client — Creates a client in workspace.

Show 64 more actions

Create a Dependency — Creates a Dependency between two items.
Create a Folder — Creates a new folder in workspace.
Create a Link — Creates a specific link for an item.
Create a Milestone — Creates a new milestone.
Create a Note for an Item — Adds a note to the item.
Create a Package — Creates a new package.
Create a Partial Day Event — Creates a partial day event.
Create a Project — Creates a new project.
Create a Task — Creates a new task in Liquid Planner.
Create an Estimate for a Milestone — Creates an estimate for a milestone.
Create an Estimate for a Partial Day Event — Creates an estimate for a partial day event.
Create an Estimate for a Task — Creates an estimate for a task.
Create an Estimate for an Event — Creates an estimate for an event.
Create an Event — Creates a full day event.
Delete a Checklist Item for a Task — Deletes a checklist item for a specific task.
Delete a Client — Deletes specific client by ID.
Delete a Comment — Deletes a comment from specific item.
Delete a Dependency — Deletes a dependency for a specific item.
Delete a Folder — Deletes a specific folder.
Delete a Link — Deletes a link from specific item.
Delete a Milestone — Deletes a specific milestone.
Delete a Note for an Item — Deletes a note for a specific item.
Delete a Package — Deletes a specific package.
Delete a Partial Day Event — Deletes a specific partial day event.
Delete a Project — Deletes a specific project from workspace.
Delete a Task — Deletes a specific task.
Delete a Treeitem — Deletes a specific treeitem from workspace.
Delete an Event — Deletes a specific event.
Get a Checklist Item for a Task — Gets a checklist item for a specific task by ID.
Get a Client — Gets info about specific client.
Get a Comment — Gets a comment by ID.
Get a Dependency — Gets a specific dependency by ID.
Get a Folder — Gets a specific folder by ID.
Get a Link — Gets a specific link by ID.
Get a Milestone — Gets detail about a specific milestone.
Get a Note for an Item — Gets a specific note by ID.
Get a Package — Gets a specific package by ID.
Get a Partial Day Event — Gets a specific partial day event by ID.
Get a Project — Gets a specific project by ID.
Get a Task — Gets a specific task by ID.
Get a Timer — Gets timer for a specific item.
Get a Treeitem — Gets info about specific treeitem by ID.
Get an Event — Gets a specific event by ID.
Make an API Call — Performs an arbitrary authorized API call.
Move Item After — Moves an item after another item.
Move Item Before — Moves an item before another item.
Start a Timer — Starts a timer for a specific item.
Stop a Timer — Stops a timer for a specific item.
Submit a Timesheet — Submits a specific timesheet.
Un-Accept a Timesheet — Unaccepts a specific timesheet.
Un-Submit a Timesheet — Unsubmits a specific timesheet.
Update Checklist a Item for a Task — Updates checklist item for a specific task.
Update a Client — Updates information about client.
Update a Comment — Updates a specific comment.
Update a Folder — Updates a specific folder.
Update a Link — Updates a specific link for an item.
Update a Milestone — Updates a specific milestone.
Update a Note for an Item — Updates a note for a specific item.
Update a Package — Updates a specific package.
Update a Partial Day Event — Updates a specific partial day event.
Update a Project — Updates a specific project.
Update a Task — Updates a specific task.
Update a Treeitem — Updates a specific treeitem.
Update an Event — Updates a specific event.