Help Scout integration with LiquidPlanner Classic
How to Create LiquidPlanner Classic tasks from assigned Help Scout conversations
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create LiquidPlanner Classic tasks from assigned Help Scout conversations" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate LiquidPlanner Classic integrations
LiquidPlanner Classic actions
Nekton can use any feature that is available in LiquidPlanner Classic API.
Using our advanced AI, you can easily create custom automations for LiquidPlanner Classic.
Here are some typical actions you can do in your automated workflows.
Trigger Accept Timesheet
Accept a specific timesheet.
Create Activity
Create a new activity for the workspace.
Add a Comment to an Item
Add a comment to an item.
Create an Event
Create a full day event.
Create a Link for an Item
Add a link to an item.
Create a Note for an Item
Add a note to the item.
About LiquidPlanner Classic
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.