LiquidPlanner
When this happens...
SalesforceNew Contact
Then do this...
LiquidPlannerCreate a Task

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

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.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

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

Connect LiquidPlanner + Salesforce

Connect the apps you use everyday and find your productivity super-powers.

By signing up, you agree to Zapier’s Terms of Service.