Connect LiquidPlanner Classic and Zapier Manager to unlock the power of automation
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Choose a Trigger
Choose an Action
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How Zapier works
Zapier makes it easy to integrate LiquidPlanner Classic with Zapier Manager - no code necessary. See how you can get setup in minutes.
Select a trigger from LiquidPlanner Classic
A trigger is an event that starts your Zap and runs the workflow. For example, with LiquidPlanner Classic, a trigger could be "New or Changed Client."
Setup an action from Zapier Manager
An action is what takes place after the automation is triggered. For example, with Zapier Manager, the action could be "Create Team Invitation."
That’s it! You just connected LiquidPlanner Classic to Zapier Manager
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect LiquidPlanner Classic and Zapier Manager to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Name
- Billable Flag
- Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- CommentRequired
- Commentator Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Start Date
- Finish Date
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Link URL
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Start TimeRequired
- Finish TimeRequired
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Low
- High
- Owner Name
- Description
- Comment
- Link URL
- Note
- Activity Name
- Parent Name
- Package Name
- External Reference
- Delay Until
- Promise By
- Max Effort
- Manual Alert
- Started On
- Done On
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Low
- High
- Activity Name
- Restart Timer
- Comment
- Note
- Is Done Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Commentator Name
- Comment TextRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Link DescriptionRequired
- Link URL
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Partial Day Event NameRequired
- Name
- Start Time
- Finish Time
- Package Name
- Parent Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invitee EmailRequired
- Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Space NameRequired
- Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- NameRequired
- Sort Order
- Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Prerequisite Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Owner
- Package Name
- Parent Name
- Description
- Delay Until
- Done On
- External Reference
- Promise By
- Max Effort
- Manual Alert
- Is Done Flag
- Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- NameRequired
- Date
- Owner
- Comment
- Description
- Note
- Link URL
- Activity Name
- Parent Name
- Package Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Parent Package Name
- Owner Name
- Parent Name
- NameRequired
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Owner Name
- Parent Name
- Client Name
- NameRequired
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
- Parent Package Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Low
- High
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Work
- Low
- High
- Activity Name
- Member IDRequired
- Is Done Flag
- Done On
- Work Performed On
- Comment
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Member IDRequired
- Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Owner Name
- Checklist NameRequired
- NameRequired
- Sort Order
- Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Event NameRequired
- Name
- Start Date
- Finish Date
- Parent Name
- Package Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Milestone NameRequired
- Name
- Date
- Activity Name
- Package Name
- Parent Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Space NameRequired
- Item NameRequired
- Name
- Event Description
- Parent Name
- Package Name
- Activity Name
- Delay Until
- Done On
- Promise By
- Started On
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Usage Threshold (Percent)
- Usage Threshold (Task)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Desired Zap stateRequired
- Account
- Folder
- Zap
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Learn how to automate LiquidPlanner Classic on the Zapier blog
Learn how to automate Zapier Manager on the Zapier blog
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