Integrate LionDesk with 900+ apps

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

Popular LionDesk workflows

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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.
Use this flow
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Create an event in LiquidPlanner for new event in LionDesk

LionDesk + LiquidPlanner

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Create contact in LionDesk for new contact in LiveAgent

It’s good practice to be in touch with people who've reached out to you via your support channel so that you better understand what they’re looking for and how you can help them. This flow helps in doing just that. A contact is created in LionDesk every time a new contact is registered in LiveAgent.

How it works
1. A new contact is added to LiveAgent.
2. Zoho Flow automatically adds the contact as a new contact to LionDesk.
Use this flow
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Create contact in LionDesk for new contact in LiveAgent

LionDesk + LiveAgent

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Send message in Zoho Cliq for new user in LionDesk

Get notified whenever a new person is added to your help desk, without needing to open another application. Use this flow to get a notification in Zoho Cliq every time a new user is added to LionDesk.

How it works
1. A new user is added to LionDesk.
2. Zoho Flow automatically sends a notification in Zoho Cliq about the new user.
Use this flow
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Send message in Zoho Cliq for new user in LionDesk

LionDesk + Zoho Cliq

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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.
Use this flow
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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.
Use this flow
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Send an email for tasks created in LionDesk from LiquidPlanner

LiquidPlanner + LionDesk

Build your own LionDesk integrations

Connect LionDesk 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 LionDesk workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is added

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create task

Creates a new task

Create event

Creates a new event

Fetch contact

Fetches an existing contact

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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