Send new Insightly tasks to LiquidPlanner

Want to make sure none of your Insightly work falls through the cracks? Integrate it into your LiquidPlanner using this Zap and never worry about it again. Once you activate it every new task on Insightly will also automatically be sent to LiquidPlanner, making sure you've got everything you need, on both services.

How It Works

  1. A new task is added on Insightly
  2. Zapier automatically adds a LiquidPlanner task

What You Need

  • Insightly account
  • LiquidPlanner account
Send new Insightly tasks to LiquidPlanner
Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

LiquidPlanner integration logo

LiquidPlanner is a breath of fresh air for online project management. Predictive scheduling, dynamic collaboration, and easy time tracking.

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