LiquidPlanner
When this happens...
SalesforceNew Custom Object
Then do this...
LiquidPlannerCreate a Project

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

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New or Changed Comment

A comment has been created or updated in your workspace.

Add a Comment to an Item

Add a comment to an item.

New or Changed Task

A new task has been created in your workspace!

Update a Task

Update an existing task item.

New or Changed Package

Triggered when a package is created or updated in LP.

Send Track Time via a Timer

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

New or Changed Project

A project has been created or updated in your workspace.

Send Start Timer

Start a timer for a specific item.

New Lead

Triggers when a new lead is created.

Send Track Time

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

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

Learn More

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

See Salesforce Integrations