Integrate LiquidPlanner with Insightly

Send information between LiquidPlanner and Insightly automatically, without writing any code, using Zoho Flow.

Build your own integrations between LiquidPlanner and Insightly

Connect LiquidPlanner and Insightly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LiquidPlanner and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New or updated comment

Triggers when a comment is created or updated

New or updated document

Triggers when a document is created or updated

New or updated task

Triggers when a task is created or updated

New or updated package

Triggers when a package is added or updated

New or updated project

Triggers when a project is created or updated

New or updated client

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

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create a milestone

Creates a new milestone

Create an event

Create a full day event

Create a package

Creates a new package

Create a project

Creates a new project

Create folder

Creates a new folder

Create a task

Creates a new task

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

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

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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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