When this happens...
InsightlyNew Task
Then do this...
LiquidPlannerCreate a Task

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + LiquidPlanner and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Insightly
New Contact

A new contact was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Task

Create a new task in your Insightly account.

LiquidPlanner
New Or Changed Comment

A comment has been created or updated in your workspace

Insightly
Create Note

Create a new note in your Insightly account.

LiquidPlanner
New or Changed Task

A new task has been created in your workspace!

LiquidPlanner
Add a Comment to an Item

Add a comment to an item

LiquidPlanner
New or Changed Package

Triggered when a package is created or updated in LP.

LiquidPlanner
Update a Task

Update an existing task item.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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