LiquidPlanner, Freshworks CRM Integrations

Freshworks CRM
LiquidPlanner
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Triggers

LiquidPlanner

Watch Clients INSTANT

Triggers when a client has been created or updated.

LiquidPlanner

Watch Comments INSTANT

Triggers when a comment has been created or updated.

LiquidPlanner

Watch Documents INSTANT

Triggers when a document has been created or updated.

LiquidPlanner

Watch Packages INSTANT

Triggers when a package has been created or updated.

LiquidPlanner

Watch Projects INSTANT

Triggers when a project has been created or updated.

LiquidPlanner

Watch Tasks INSTANT

Triggers when a task has been created or updated.

Freshworks CRM

Watch new Accounts

Checks if new account was created.

Freshworks CRM

Watch new Appointments

Checks if new appointment was created.

Freshworks CRM

Watch new Contacts

Checks if new contact was created.

Freshworks CRM

Watch new Deals

Checks if new deal was created.

Freshworks CRM

Watch new Leads

Checks if new lead was created.

Freshworks CRM

Watch new Sales activities

Checks if new Sales activity was created.

Actions

LiquidPlanner

Accept a Timesheet

Accepts a specific timesheet.

LiquidPlanner

Add a Comment to an Item

Adds a comment to an item.

LiquidPlanner

Clear a Timer

Clears the timer for a specific item.

LiquidPlanner

Create a Client

Creates a client in workspace.

LiquidPlanner

Create a Dependency

Creates a Dependency between two items.

LiquidPlanner

Create a Folder

Creates a new folder in workspace.

LiquidPlanner

Create a Checklist Item for a Task

Creates a checklist item for a specific task.

LiquidPlanner

Create a Link

Creates a specific link for an item.

LiquidPlanner

Create a Milestone

Creates a new milestone.

LiquidPlanner

Create an Estimate for a Milestone

Creates an estimate for a milestone.

LiquidPlanner

Create an Estimate for an Event

Creates an estimate for an event.

LiquidPlanner

Create an Estimate for a Partial Day Event

Creates an estimate for a partial day event.

LiquidPlanner

Create an Estimate for a Task

Creates an estimate for a task.

LiquidPlanner

Create an Event

Creates a full day event.

LiquidPlanner

Create a Note for an Item

Adds a note to the item.

LiquidPlanner

Create a Package

Creates a new package.

LiquidPlanner

Create a Partial Day Event

Creates a partial day event.

LiquidPlanner

Create a Project

Creates a new project.

LiquidPlanner

Create a Task

Creates a new task in Liquid Planner.

LiquidPlanner

Delete a Client

Deletes specific client by ID.

LiquidPlanner

Delete a Comment

Deletes a comment from specific item.

LiquidPlanner

Delete a Dependency

Deletes a dependency for a specific item.

LiquidPlanner

Delete a Folder

Deletes a specific folder.

LiquidPlanner

Delete a Checklist Item for a Task

Deletes a checklist item for a specific task.

LiquidPlanner

Delete a Link

Deletes a link from specific item.

LiquidPlanner

Delete a Milestone

Deletes a specific milestone.

LiquidPlanner

Delete an Event

Deletes a specific event.

LiquidPlanner

Delete a Note for an Item

Deletes a note for a specific item.

LiquidPlanner

Delete a Package

Deletes a specific package.

LiquidPlanner

Delete a Partial Day Event

Deletes a specific partial day event.

LiquidPlanner

Delete a Project

Deletes a specific project from workspace.

LiquidPlanner

Delete a Task

Deletes a specific task.

LiquidPlanner

Delete a Treeitem

Deletes a specific treeitem from workspace.

LiquidPlanner

Get a Client

Gets info about specific client.

LiquidPlanner

Get a Comment

Gets a comment by ID.

LiquidPlanner

Get a Dependency

Gets a specific dependency by ID.

LiquidPlanner

Get a Folder

Gets a specific folder by ID.

LiquidPlanner

Get a Checklist Item for a Task

Gets a checklist item for a specific task by ID.

LiquidPlanner

Get a Link

Gets a specific link by ID.

LiquidPlanner

Get a Milestone

Gets detail about a specific milestone.

LiquidPlanner

Get an Event

Gets a specific event by ID.

LiquidPlanner

Get a Note for an Item

Gets a specific note by ID.

LiquidPlanner

Get a Package

Gets a specific package by ID.

LiquidPlanner

Get a Partial Day Event

Gets a specific partial day event by ID.

LiquidPlanner

Get a Project

Gets a specific project by ID.

LiquidPlanner

Get a Task

Gets a specific task by ID.

LiquidPlanner

Get a Timer

Gets timer for a specific item.

LiquidPlanner

Get a Treeitem

Gets info about specific treeitem by ID.

LiquidPlanner

Make an API Call

Performs an arbitrary authorized API call.

LiquidPlanner

Move Item After

Moves an item after another item.

LiquidPlanner

Move Item Before

Moves an item before another item.

LiquidPlanner

Start a Timer

Starts a timer for a specific item.

LiquidPlanner

Stop a Timer

Stops a timer for a specific item.

LiquidPlanner

Submit a Timesheet

Submits a specific timesheet.

LiquidPlanner

Un-Accept a Timesheet

Unaccepts a specific timesheet.

LiquidPlanner

Un-Submit a Timesheet

Unsubmits a specific timesheet.

LiquidPlanner

Update a Client

Updates information about client.

LiquidPlanner

Update a Comment

Updates a specific comment.

LiquidPlanner

Update a Folder

Updates a specific folder.

LiquidPlanner

Update a Link

Updates a specific link for an item.

LiquidPlanner

Update a Milestone

Updates a specific milestone.

LiquidPlanner

Update an Event

Updates a specific event.

LiquidPlanner

Update a Note for an Item

Updates a note for a specific item.

LiquidPlanner

Update a Package

Updates a specific package.

LiquidPlanner

Update a Partial Day Event

Updates a specific partial day event.

LiquidPlanner

Update a Project

Updates a specific project.

LiquidPlanner

Update a Task

Updates a specific task.

LiquidPlanner

Update a Treeitem

Updates a specific treeitem.

LiquidPlanner

Update Checklist a Item for a Task

Updates checklist item for a specific task.

Freshworks CRM

Convert a Lead

Converts a lead to a contact.

Freshworks CRM

Create a Contact

Creates a new contact.

Freshworks CRM

Create a Deal

Creates a new deal.

Freshworks CRM

Create a Lead

Creates a new lead.

Freshworks CRM

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshworks CRM

Create an Account

Creates a new account.

Freshworks CRM

Create an Appointment

Creates a new appointment.

Freshworks CRM

Create a Note

Creates a note for specific object.

Freshworks CRM

Create a Sales activity

Creates new Freshsales activity.

Freshworks CRM

Create a Task

Creates a new task.

Freshworks CRM

Delete a Contact

Deletes a specific contact.

Freshworks CRM

Delete a Deal

Deletes a specific deal.

Freshworks CRM

Delete a Lead

Deletes a specific lead.

Freshworks CRM

Delete an Account

Deletes a specific account.

Freshworks CRM

Delete an Appointment

Deletes a specific appointment.

Freshworks CRM

Delete a Note

Deletes a specific note.

Freshworks CRM

Delete a Sales activity

Deletes a specific Freshsales activity.

Freshworks CRM

Delete a Task

Deletes a specific Task.

Freshworks CRM

Make an API Call

Performs an arbitrary authorized API call.

Freshworks CRM

Update a Contact

Updates information of specific contact.

Freshworks CRM

Update a Deal

Updates information of a specific deal.

Freshworks CRM

Update a Lead

Updates information of a specific lead.

Freshworks CRM

Update an Account

Updates information of specific account.

Freshworks CRM

Update an Appointment

Updates information of specific appointment.

Freshworks CRM

Update a Note

Updates a specific note.

Freshworks CRM

Update a Sales activity

Updates information of a specific Freshsales activity.

Freshworks CRM

Update a Task

Updates a specific task.

Freshworks CRM

View a Contact

Views details of a specific contact.

Freshworks CRM

View a Deal

Views details of a specific deal.

Freshworks CRM

View a Lead

Views details of a specific lead.

Freshworks CRM

View an Account

Views details of a specific account.

Freshworks CRM

View an Appointment

Views details of a specific appointment.

Freshworks CRM

View a Sales activity

Views details of a specific Freshsales activity.

Freshworks CRM

View a Task

Views details of a specific task.

Searches

LiquidPlanner

List Clients

Gets list of all clients.

LiquidPlanner

List Dependencies

Gets a list of dependencies.

LiquidPlanner

List Events

Gets a list of events.

LiquidPlanner

List Folders

Gets a list of all folders.

LiquidPlanner

List Links

Gets a list of links.

LiquidPlanner

List Milestones

Gets a list of milestones.

LiquidPlanner

List Packages

Gets a list of packages.

LiquidPlanner

List Partial Day Events

Gets a list of all partial day events.

LiquidPlanner

List Projects

Gets a list of all projects.

LiquidPlanner

List Tasks

Gets a list of tasks.

LiquidPlanner

List Treeitems

Gets a list of all treeitems.

Freshworks CRM

List All Accounts

Lists all accounts on your Freshsales account.

Freshworks CRM

List All Appointments

Lists all appointments on your Freshsales account.

Freshworks CRM

List All Contacts

Lists all contacts on your Freshsales account.

Freshworks CRM

List All Deals

Lists all deals on your Freshsales account.

Freshworks CRM

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

Freshworks CRM

List All Leads

Lists all leads on your Freshsales account.

Freshworks CRM

List All Sales activities

Lists all Freshsales activities on your account.

Freshworks CRM

List All Tasks

Lists all tasks on your Freshsales account.

Freshworks CRM

Search Accounts

Searches through your Freshsales account for match.

Freshworks CRM

Search Contacts

Searches through your Freshsales account for match.

Freshworks CRM

Search Deals

Searches through your Freshsales account for match.

Freshworks CRM

Search Leads

Searches through your Freshsales account for match.

Freshworks CRM

Search Users

Searches through your Freshsales account for match.

Integrate LiquidPlanner, Freshworks CRM with these services