LiquidPlanner Classic + Salesforce

Create LiquidPlanner Classic projects for new custom objects on Salesforce

Want your workflows to transition neatly from Salesforce into the projects on LiquidPlanner Classic? Kick things off the right way with some efficient Zapier automation, setting this Salesforce-LiquidPlanner Classic integration up to create new projects on LiquidPlanner Classic for each new custom object added on Salesforce.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create a Project
Create a new project.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Space NameRequired
Trigger
Instant
Try It
- Space IDRequired
Trigger
Instant
Try It
- Space IDRequired
Trigger
Instant
Try It
- Space NameRequired
- User NameRequired
- Timesheet Start DateRequired
Action
Write
- Space NameRequired
- Name
- Billable Flag
- Shared Flag
Action
Write
- Space NameRequired
- Item NameRequired
- CommentRequired
- Commentator Name
Action
Write
- 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
Action
Write
- Space NameRequired
- Item NameRequired
- UrlRequired
- DescriptionRequired
Action
Write
- Space NameRequired
- Item NameRequired
- Note
Action
Write
- 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
Action
Write
- 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
Action
Write
- Space NameRequired
- Item NameRequired
- Other NameRequired
Action
Write
- Space NameRequired
- Item NameRequired
Action
Write
- Space NameRequired
- User NameRequired
- Timesheet Start DateRequired
Action
Write
- Space NameRequired
- Task IDRequired
- Low
- High
- Activity Name
- Restart Timer
- Comment
- Note
- Is Done Flag
Action
Write
- Space NameRequired
- User NameRequired
- Timesheet Start DateRequired
Action
Write
- Space NameRequired
- Commentator Name
- Comment TextRequired
- CommentRequired
Action
Write
- Space NameRequired
- Link DescriptionRequired
- Url
- Description
Action
Write
- 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
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Space NameRequired
Trigger
Instant
Try It
- Space IDRequired
Trigger
Instant
Try It
- Space IDRequired
Trigger
Instant
Try It
- Space NameRequired
- Item NameRequired
Action
Write
- Space NameRequired
- Task NameRequired
- NameRequired
- Sort Order
- Completed?
Action
Write
- Space NameRequired
- Item NameRequired
- Prerequisite Item NameRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Space NameRequired
- Task NameRequired
- LowRequired
- HighRequired
Action
Write
- Space NameRequired
- Item NameRequired
- Other NameRequired
Action
Write
- Space NameRequired
- Item NameRequired
Action
Write
- Space NameRequired
- Item NameRequired
- Work
- Low
- High
- Activity Name
- Member Name
- Is Done Flag
- Done On
- Work Performed On
- Comment
- Note
Action
Write
- Space NameRequired
- User NameRequired
- Timesheet Start DateRequired
Action
Write
- Space NameRequired
- Owner Name
- Checklist NameRequired
- Name
- Sort Order
- Completed?
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write

About LiquidPlanner Classic

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

Related categories

Project Management

Similar apps

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create LiquidPlanner Classic tasks for new contacts in Salesforce

Related Zap Templates

Create LiquidPlanner Classic tasks for new contacts in Salesforce

LiquidPlanner Classic + Salesforce

Create LiquidPlanner Classic projects for new custom objects on Salesforce

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

New or Changed Client

New or Changed Document

New or Changed Project

Trigger Accept Timesheet

Create Activity

Add a Comment to an Item

Create an Event

Create a Link for an Item

Create a Note for an Item

Create a Partial Day Event

Create a Task

Send Item Move After Command

Send Start Timer

Trigger Submit Timesheet

Send Track Time via a Timer

Trigger Un-Submit Timesheet

Update a Comment

Update a Link

Update a Partial Day Event

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

New or Changed Comment

New or Changed Package

New or Changed Task

Send Clear Timer

Create Checklist Item for a Task

Create Dependency

Create a Folder

Create a Milestone

Create a Package

Create a Project

Create an Estimate for a Task

Send Item Move Before Command

Send Stop Timer

Send Track Time

Trigger Un-Accept Timesheet

Update a Checklist Item

Update an Event

Update a Milestone

Update a Task

About LiquidPlanner Classic

Related categories

Similar apps

Pivotal Tracker

Jira Software Server

Targetprocess

About Salesforce

Related categories