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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.

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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    LiquidPlanner ClassicLiquidPlanner Classic
    Create a Project

    Create a new project.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
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    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About LiquidPlanner Classic

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

Related categories

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About Salesforce

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