File Sharing & Storage
LiquidPlanner makes it easy for teams to sync project-related files
LiquidPlanner offers integration with the three most popular cloud storage services: Google Drive™, Dropbox, and Box so you can share and update your files all from the cloud. Now you have multiple options for uploading and sharing your files.
Connect your Google Drive documents to LiquidPlanner projects for easy team access and collaboration. Google Drive offers version control, desktop syncing and the ability to edit files within any OS.
Upload Box documents to LiquidPlanner tasks and collaborate with team members from anywhere. Box’s advanced document management includes file recovery, a virtual data room and granular access management controls.
Connect or drag-n-drop Dropbox files into LiquidPlanner to collaborate with team members on any task. Dropbox lets you seamlessly sync docs from your desktop to the cloud and then right into a LiquidPlanner project.
Adding files from Google Drive, Dropbox or Box in a LiquidPlanner workspace can be done in a matter of seconds. Just click the “Add” dropdown button in the Document & Links section within a task and you’ll be presented with the option to either upload a file from your hard drive or load a file from any of the three cloud-based file services.
Keep your customers happy
Bridge the gap between sales and project teams and turn opportunities into strategically planned projects. Stay up-to-date on project status and your customers’ needs with the LiquidPlanner app for Salesforce.com.
Manage customer opportunities with the world’s most popular sales app
The LiquidPlanner App for Salesforce bridges the communication gap between sales teams using Salesforce.com and project teams using LiquidPlanner. The beauty of this integration is that it shares important information seamlessly between sales and project teams—providing real-time visibility into the entire project process, including status, milestones and delivery.
The LiquidPlanner App for Salesforce is available at no cost to LiquidPlanner subscribers. To get started, your Salesforce admin will need to download and install the LiquidPlanner for Salesforce app.
Salesforce integration benefits
Optimizes your tools
Each team can focus on the tools that they rely on the most. Sales teams can create a LiquidPlanner project without ever leaving Salesforce, and project teams can build out plans within LiquidPlanner.
Streamlines project planning efficiency
Since project teams get advance notice of upcoming work, project managers can line up the most appropriate resources and priorities as needed—and then hit the ground running!
Improves business growth
With real-time visibility into the project pipeline, account managers can keep customers better informed as the project proceeds—and know when to sell add-on services or step up engagement.
Take advantage of LiquidPlanner’s Developer Resources to optimize your LiquidPlanner experience.
Access help articles with sample code on a variety of API commands that can be used to integrate with the LiquidPlanner API. Post questions to our public developer forum, or review previous forum posts. LiquidPlanner developers monitor and respond to posted questions. If you’re concerned that an inquiry might expose confidential information, please send it to firstname.lastname@example.org instead.
Most actions that you can perform within LiquidPlanner can be automated using our API. Access the API Guide document for offline reference in getting started with API integration.
If you would like to receive push notifications triggered by events in LiquidPlanner, this article will show you how to configure Webhooks.
Connect to partner services
Sync data and content between LiquidPlanner and the online services that your team uses on a daily basis. Zapier’s subscription service lets you map your connections in an easy-to-use visual development environment. Learn more »