LiquidPlanner

LiquidPlanner Integrations

  • Add tasks on LiquidPlanner for new issues on JIRA

    Don't let your bugs get overlooked because they didn't make it out of JIRA in time—use this JIRA LiquidPlanner integration to keep things organized automatically. Once active, every new issue on JIRA will trigger a new task on LiquidPlanner, bringing in all the information you need to keep your development on track.

    How It Works

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

    What You Need

    • JIRA account
    • LiquidPlanner account
  • Create new rows on Google Sheets for updated or new LiquidPlanner projects

    Want to keep a simple record of all your LiquidPlanner planner projects? Use this LiquidPlanner Google Sheets integration to do that for you, triggering behind the scenes as you work. Once it's set up, every new or changed project on LiquidPlanner will automatically add the data to a new row on Google Sheets, making sure you capture everything.

    How It Works

    1. A new project is created or changed on LiquidPlanner
    2. Zapier automatically adds a row to Google Sheets

    What You Need

    • LiquidPlanner account
    • Google Sheets account
  • Send emails for new or changed tasks on LiquidPlanner

    Want to make sure you get notified of new LiquidPlanner tasks? This simple yet powerful Zap can handle that for you, using Zapier's native email service. Once it's active, every new or updated task on LiquidPlanner will trigger the automation, sending out an email with all the information you define.

    Note: this integration uses Zapier's native email service. If you want to use your existing email account to send emails, try Zaps with email apps such as Gmail, Mailgun, SMTP or Mandrill.

    How It Works

    1. A task is added or changed on LiquidPlanner
    2. Zapier automatically sends an email

    What You Need

    • LiquidPlanner account
  • Send new or changed LiquidPlanner tasks to Trello as new cards

    Feel like your work on LiquidPlanner and Trello is falling out of sync a little too often? Activate this LiquidPlanner Trello integration to let us handle things: a new card will be created on Trello with the data for every new or changed task on LiquidPlanner from then on.

    How It Works

    1. A task is added or changed on LiquidPlanner
    2. Zapier automatically creates a new card on Trello

    What You Need

    • LiquidPlanner account
    • Trello account
  • Create LiquidPlanner item comments for new messages on Slack

    Want to make sure your conversation on Slack gets logged on LiquidPlanner as well? Set up this Slack LiquidPlanner integration and we'll take care of that for you, creating a new comment on a LiquidPlanner item for each new message sent on Slack, so no one falls out of the loop again.

    How It Works

    1. A new message is sent on Slack
    2. Zapier automatically adds a comment on LiquidPlanner

    What You Need

    • Slack account
    • LiquidPlanner account
  • Post new or changed LiquidPlanner tasks to an RSS feed

    Thinking about the best way to create an easily consumed, broadcastable record of your LiquidPlanner tasks? This RSS automation might be just the thing for you: every task you create or change on LiquidPlanner will be posted with all your chosen details onto the RSS feed you indicate.

    How It Works

    1. A task is added or changed on LiquidPlanner
    2. Zapier automatically makes an RSS feed post

    What You Need

    • LiquidPlanner account
  • 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
  • Create notes on Evernote for new or changed tasks on LiquidPlanner

    Want to make sure you don't forget your notes and references for each of your LiquidPlanner tasks? Set up this LiquidPlanner Evernote integration to prepare the framework for everything automatically, creating a note on Evernote for each new or changed task on LiquidPlanner from then on.

    How It Works

    1. A task is added or changed on LiquidPlanner
    2. Zapier automatically creates a note on Evernote

    What You Need

    • LiquidPlanner account
    • Evernote account
  • Send HipChat messages for new or updated LiquidPlanner tasks

    Need to make sure the team on HipChat knows about all the tasks on LiquidPlanner? Use this LiquidPlanner HipChat integration for automatic notifications starting as soon as you activate it. From then on, a message will be sent to the HipChat room of your choice for every new task created or updated on LiquidPlanner, bringing in all the information you need to keep everyone in the loop.

    How It Works

    1. A new task is created or updated on LiquidPlanner
    2. Zapier automatically sends a message on HipChat

    What You Need

    • LiquidPlanner account
    • HipChat account
  • Create Trello boards for new or updated projects on LiquidPlanner

    If you're already laying the groundwork for your projects on LiquidPlanner, there's no need to create them again on Trello—just use this Zap to do it for you. Once active, a new board will be created on Trello for every new or existing project on LiquidPlanner, saving you the trouble and keeping things organized.

    How It Works

    1. A new project is created or updated on LiquidPlanner
    2. Zapier automatically creates a board on Trello

    What You Need

    • LiquidPlanner account
    • Trello account
  • Create LiquidPlanner projects for new entries on Wufoo

    Spending too much time on that project setup between Wufoo and LiquidPlanner? Make it easy on yourself and automate some of that procedure with this Wufoo LiquidPlanner integration. Once active, it will create a new project on LiquidPlanner for you every time you receive a new entry on Wufoo, making it easy to jump right in.

    How It Works

    1. A new entry is received on Wufoo
    2. Zapier automatically adds a project to LiquidPlanner

    What You Need

    • Wufoo account
    • LiquidPlanner account
  • Create LiquidPlanner projects for new cards on Trello

    Looking for an easy way connect your high-level planning on Trello with the details on LiquidPlanner? Set up this Trello LiquidPlanner integration for an integration between the two that will create a new project on LiquidPlanner for every new card you add to Trello.

    Note: This Zap can be set up to trigger for all new cards, or only those on specific boards or lists.

    How It Works

    1. A new card is added to Trello
    2. Zapier automatically adds a project to LiquidPlanner

    What You Need

    • Trello account
    • LiquidPlanner account
  • Create LiquidPlanner projects for new custom objects on Salesforce

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

    How It Works

    1. A new custom object is added on Salesforce
    2. Zapier automatically adds a LiquidPlanner project

    What You Need

    • Salesforce account
    • LiquidPlanner account
  • Create LiquidPlanner tasks for new Pipedrive deal stages

    Need to trigger some action on LiquidPlanner when your Pipedrive deals evolve to the next step? Set up this Pipedrive LiquidPlanner integration and we'll help out with that, automatically creating a new task on LiquidPlanner when your deals on Pipedrive reach your indicated stage.

    How It Works

    1. A deal on Pipedrive enters a new stage
    2. Zapier automatically creates a task on LiquidPlanner

    What You Need

    • Pipedrive account
    • LiquidPlanner account
  • Create LiquidPlanner tasks for new contacts on Salesforce

    Looking for a way to trigger workflows when new customers are added to the system? This Salesforce LiquidPlanner integration can start things off nicely for you, creating a new task on LiquidPlanner automatically for each and every new contact you add on Salesforce.

    How It Works

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

    What You Need

    • Salesforce account
    • LiquidPlanner account
  • Send LiquidPlanner comments through HipChat as messages

    Thinking of the best ways to ensure your LiquidPlanner comments are seen by everyone? Set up this LiquidPlanner HipChat integration to carry them over automatically, sending a new message on HipChat for every new comment made on LiquidPlanner according to your settings from then on.

    How It Works

    1. A new comment is made on LiquidPlanner
    2. Zapier automatically sends a message on HipChat

    What You Need

    • LiquidPlanner account
    • HipChat account
  • Add tasks on LiquidPlanner for new Pipedrive deals

    Can't afford to lose time when it comes to those Pipedrive deals? Set up this Pipedrive LiquidPlanner integration and we'll help you make sure you get everything done, starting it off by creating a new task on LiquidPlanner for every new deal on Pipderive from then on.

    How It Works

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

    What You Need

    • Pipedrive account
    • LiquidPlanner account
  • Create LiquidPlanner comments for new Trello card activity

    Want to make sure you capture all the buzz from Trello on LiquidPlanner? Activating this Trello LiquidPlanner integration will keep everything in order for you. Once you do, all new activity on Trello (or just on specific boards or lists) will trigger the Zap and add the information as a comment to LiquidPlanner, making sure everyone knows what's going on.

    Note: This Zap can be set up to trigger for activity anywhere or only specific cards, boards or lists.

    How It Works

    1. New activity happens on Trello
    2. Zapier automatically adds a LiquidPlanner comment

    What You Need

    • Trello account
    • LiquidPlanner account
  • Create LiquidPlanner tasks from assigned Help Scout conversations

    Work together and collaborate on new tasks with this automation. Set it up, and each time a new conversation is assigned in Help Scout, Zapier will create a new task in LiquidPlanner. Create a stronger team and provide great customer service when you combine Help Scout and LiquidPlanner.

    How It Works

    1. Assign a new conversation in Help Scout
    2. Zapier creates a task in LiquidPlanner

    What You Need

    • Help Scout account
    • LiquidPlanner account

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LiquidPlanner Integration Details

Launched on Zapier October 16, 2012

Zapier combines Triggers (like "New Or Changed Comment") and Actions (like "Add a Comment to an Item") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following LiquidPlanner Triggers, Searches, and Actions are supported by Zapier:

Add a Comment to an Item

Add a comment to an item

Update a Task

Update an existing task item.

Send Track Time via a Timer

Enter hours worked from a timer, update your estimate, add a comment, and restart the timer.

Send Start Timer

Start a timer for a specific item

Send Track Time

Update your estimate, track hours worked, and add a comment and/or note.

Create a Task

Create a new task in Liquid Planner.

Create a Project

Create a new project

Create an Event

Create a full day event

Create Dependency

Create a Dependency between two items

Create a Package

Create a new package

Send Item Move After Command

Move an item after another

Create Checklist Item for a Task

Create a checklist item for a specific task.

Create a Note for an Item

Add a note to the item

Update a Link

Update a specific link for an item.

Create an Estimate for a Task

Estimate a specific task

Trigger Submit Timesheet

Submit a specific timesheet.

Update an Event

Update an event.

Send Stop Timer

Stop a timer for a specific item.

Send Item Move Before Command

Move an item before another

Update a Comment

Change a comment

Update a Partial Day Event

Update a partial day event.

Trigger Accept Timesheet

Accept a specific timesheet.

Trigger Un-accept Timesheet

Un-accept a specific timesheet.

Create Activity

Create a new activity for the workspace.

Create a Partial Day Event

Create a partial day event

Update a Milestone

Update a specific milestone.

Create a Folder

Create a new folder

Trigger Un-submit Timesheet

Un-submit a specific timesheet.

Update a Checklist Item

Update a checklist item

Create a Milestone

Create a new milestone

Send Clear Timer

Clear the timer for a specific item

Create a Link for an Item

Add a link to an item

New Or Changed Comment

A comment has been created or updated in your workspace

New or Changed Task

A new task has been created in your workspace!

New or Changed Package

Triggered when a package is created or updated in LP.

New or Changed Project

A project has been created or updated in your workspace.

New or Changed Document

A document has been created or updated in your workspace

New or Changed Client

This trigger will fire when a task is created or updated in your workspace.

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