Create integrations between LiquidPlanner Classic and Autotask to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect LiquidPlanner Classic and Autotask to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Name
Billable Flag
Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
CommentRequired
Commentator Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Start Date
Finish Date
Owner Name
Comment
Link URL
Description
Note
Parent Name
Package Name
Activity Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
UrlRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Start TimeRequired
Finish TimeRequired
Owner Name
Comment
Link URL
Description
Note
Parent Name
Package Name
Activity Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Low
High
Owner Name
Description
Comment
Link URL
Note
Activity Name
Parent Name
Package Name
External Reference
Delay Until
Promise By
Max Effort
Manual Alert
Started On
Done On
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task IDRequired
Low
High
Activity Name
Restart Timer
Comment
Note
Is Done Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Commentator Name
Comment TextRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Link DescriptionRequired
Url
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Partial Day Event NameRequired
Name
Start Time
Finish Time
Package Name
Parent Name
Activity Name
Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
First Name
Last Name
Email Address
Company
Country
Fax Number
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCountry IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
NameRequired
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Prerequisite Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Owner
Package Name
Parent Name
Description
Delay Until
Done On
External Reference
Promise By
Max Effort
Manual Alert
Is Done Flag
Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Date
Owner
Comment
Description
Note
Link URL
Activity Name
Parent Name
Package Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Parent Package Name
Owner Name
Parent Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Parent Name
Client Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
Parent Package Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
LowRequired
HighRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Work
Low
High
Activity Name
Member Name
Is Done Flag
Done On
Work Performed On
Comment
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Checklist NameRequired
Name
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Event NameRequired
Name
Start Date
Finish Date
Parent Name
Package Name
Activity Name
Event Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Milestone NameRequired
Name
Date
Activity Name
Package Name
Parent Name
Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
Title
Description
Parent Name
Package Name
Activity Name
Delay Until
Done On
Promise By
Started On
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
Assigned To Resource ID
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Submitter IDRequired
Organizational Level Association ID
reimbursement Currency Cash Advance Amount
Reimbursement Currency ID
The week ending date (YYYY-MM-DD)Required
Status
Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Title
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket ID
Ticket Number
Title
Ticket Type
Created By
Assigned To
Completed By
Company
ActionThis is an event a Zap performs.SearchFind existing data in your appCurrency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found