Support Category: Developer Resources & Integrations

API and Developer Resources

Take advantage of LiquidPlanner’s Developer Resources to optimize your LiquidPlanner experience. LiquidPlanner API enables you to build integrations with other tools your team uses, like Jira, Salesforce and many more. Most actions that you can perform within LiquidPlanner’s Projects Tab can be automated using the API. The API also allows you to view reporting, member …

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Single Sign-On (SSO) Overview

LiquidPlanner provides a centrally managed Single Sign-On (SSO) configuration that integrates LiquidPlanner with your corporate SSO solution. This feature is available in Enterprise edition workspaces. What is SSO? SSO is a session/user authentication process that permits a user to enter one name and password in order to access multiple applications. The process authenticates the user for all the applications they have been …

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Configuring SSO in LiquidPlanner

What is SSO? Single Sign-On (SSO) is a session/user authentication process that permits a user to enter one name and password in order to access multiple applications. The process authenticates the user for all the applications they have been given rights to and eliminates further prompts when they switch applications during a particular session. How does it work …

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Configuring SSO with ADFS

LiquidPlanner supports SAML 2.0 (Security Assertion Markup Language 2.0), which allows for the use of SSO (Single Sign-On) using enterprise identity providers such as Active Directory. Enabling SSO via SAML 2.0 means that user authentication is handled entirely outside of LiquidPlanner. This article describes how to configure a self-hosted Active Directory Federation Services (ADFS) server to act as a …

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File Management with Google Drive

With LiquidPlanner’s Google Drive™ integration you can store and manage your files in Google Drive™, then attach a link to them from any plan item in LiquidPlanner. You can also upload files from your local drive, Box or Dropbox. Link to External Files and access documents stored with services such as Sharepoint, Microsoft OneDrive, Apple …

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File Management with Dropbox

With LiquidPlanner’s Dropbox integration you can store and manage your files in Dropbox, then attach a link to them from any plan item in LiquidPlanner. You can also upload files from your local drive, Google Drive™ or Box. Link to External Files and access documents stored with services such as Sharepoint, Microsoft OneDrive, Apple iCloud Drive, and SugarSync. If …

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File Management with Box

Box offers full-featured document management, version control, and file sharing services.   With LiquidPlanner’s Box integration you can store and manage your files in Box, then attach a link to them from any plan item in LiquidPlanner. You can also upload files from your local drive, Google Drive™ or Dropbox. Link to External Files to access documents stored with …

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Email Integration

 LiquidPlanner has multiple email integration features to help you communicate more efficiently with your team and get new tasks into LiquidPlanner. Set Email Security Settings Email Integration settings are found via your User Menu > Settings  > Workspace Settings > Email Integration. In order to take advantage of our inbound email features, be sure that your email integration …

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Calendar Integration

LiquidPlanner’s calendar integration displays up to 3 months or 200 upcoming tasks and events in your external calendaring program.  Note that it does not pull events or other information from external programs into LiquidPlanner. You can also see a Calendar View in LiquidPlanner directly from the Home Tab. To do this one-time integration, go to User Menu …

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Connecting LiquidPlanner and Zendesk

Though there is no out-of-the box integration between LiquidPlanner and Zendesk, there are a few ways to connect the two worlds together that will save you time and keep all those details from falling through the cracks. In many cases, those using Zendesk for ticket tracking find that most individual tickets, incidents, problems, and questions don’t …

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