LiquidPlanner

The LiquidPlanner modules allow you to create, update, list, retrieve, and delete the estimates, treeitems, clients, tasks, projects, packages, comments, checklist items for a task, timesheets, timer, events, milestones, folders, partial day events, dependencies, links, commands, and notes for items in your LiquidPlanner account.

Prerequisites

  • A LiquidPlanner account

In order to use LiquidPlanner with Make, it is necessary to have a LiquidPlanner account. If you do not have one, you can create a LiquidPlanner account at liquidplanner.com/.

1. Go toMake and open the LiquidPlanner module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection.

3. In the Email and Password field, enter your LiquidPlanner account login credentials.

4. In the Workspace ID field, enter your account workspace details. You can find Workspace ID at Your Profile Icon > Settings > Workspace Summary.

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5. Click Continue.

The connection has been established.

Creates an estimate for a task.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID whose estimate you want to create.

Work

Enter the number of hours worked on the selected task. For example, 4h, 0.5d.

Activity ID

Select or map the Activity ID whose estimate you want to create. Mandatory when providing low, high, and member ID.

Member ID

Select or map the Member ID to whom the activity is assigned. Mandatory when providing activity ID, low, and high values.

Low

Enter the minimum of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

High

Enter the maximum number of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

Is Done

Select whether the task is done.

Done On

Enter the date when the task is completed. See the list of supported date and time formats.

Work Performed On

Enter the date when the work on the task is performed on. See the list of supported date and time formats.

Comment

Enter the details of the work done or any other information about the task.

Creates an estimate for an event.

Connection

Establish a connection to your LiquidPlanner account.

Event ID

Select or map the Event ID whose estimate you want to create.

Work

Enter the number of hours worked on the selected event. For example, 4h, 0.5d.

Activity ID

Select or map the Activity ID whose estimate you want to create. Mandatory when providing low, high, and member ID.

Member ID

Select or map the Member ID to whom the activity is assigned. Mandatory when providing activity ID, low, and high values.

Low

Enter the minimum of hours or days estimated to complete the event. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

High

Enter the maximum number of hours or days estimated to complete the event. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

Is Done

Select whether the event is done.

Done On

Enter the date when the event is completed. See the list of supported date and time formats.

Work Performed On

Enter the date when the work on the event is performed on. See the list of supported date and time formats.

Comment

Enter the details of the work done or any other information about the event.

Creates an estimate for a partial day event.

Connection

Establish a connection to your LiquidPlanner account.

Partial Day Event ID

Select or map the Partial Day Event ID whose estimate you want to create.

Work

Enter the number of hours worked on the selected Partial Day Event. For example, 4h, 0.5d.

Activity ID

Select or map the Activity ID whose estimate you want to create. Mandatory when providing low, high, and member ID.

Member ID

Select or map the Member ID to whom the activity is assigned. Mandatory when providing activity ID, low, and high values.

Low

Enter the minimum of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

High

Enter the maximum number of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

Is Done

Select whether the partial day event is done. See the list of supported date and time formats.

Done On

Enter the date when the partial day event is completed. See the list of supported date and time formats.

Work Performed On

Enter the date when the work on the partial day event is performed on. See the list of supported date and time formats.

Comment

Enter the details of the work done or any other information about the partial day event.

Creates an estimate for a milestone.

Connection

Establish a connection to your LiquidPlanner account.

Milestone ID

Select or map the Milestone ID whose estimate you want to create.

Work

Enter the number of hours worked on the selected milestone. For example, 4h, 0.5d.

Activity ID

Select or map the Activity ID whose estimate you want to create. Mandatory when providing low, high, and member ID.

Member ID

Select or map the Member ID to whom the activity is assigned. Mandatory when providing activity ID, low, and high values.

Low

Enter the minimum of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

High

Enter the maximum number of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and low values. For example, 4h, 0.5d.

Is Done

Select whether all the items of the milestone are done.

Done On

Enter the date when all the items of the milestone are completed. See the list of supported date and time formats.

Work Performed On

Enter the date when the work on the milestone is performed on. See the list of supported date and time formats.

Comment

Enter the details of the work done or any other information about the milestone.

Gets a list of all treeitems.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of treeitems Make should return during one execution cycle.

Gets info about specific treeitem by ID.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose details you want to retrieve.

Updates a specific treeitem.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose details you want to update.

Name

Enter a new name for the Treeitem.

Activity ID

Select or map the Activity ID of the activity most recently used for tracking the time related to the item.

Custom Field Values

Add the custom fields and their values in JSON or XML format.

Done On

Select whether this item is completed.

Started On

Enter the date and time when the work on this item is started. See the list of supported date and time formats.

Delay Until

Enter the date and time until when the work on the Treeitem should be delayed. See the list of supported date and time formats.

Description

Enter the details of the item.

Is Done

Select whether the work on the item is completed

Is on Hold

Select whether the work on this item is on hold.

Is Shared

Select whether the task for this item is visible in the project.

Manual Alert

Enter the details to receive the manual alerts for any updates on this item.

Max Effort

Enter the number of hours limited to work on this item.

Assignments

Enter the assignment details related to this item.

Parent ID

Enter the parent task ID to which this item is a subtask.

Date

Enter the date by when the work on this item should be completed. See the list of supported date and time formats.

External Reference

Enter an external reference ID from an external system.

Package ID

Enter the package ID to which this task belongs to.

Work In Order

Select whether this task is a work in order.

Deletes specific treeitems from a workspace.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID you want to delete.

Note

You do not have to add the webhooks in the LiquidPlanner as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a client has been created or updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your LiquidPlanner account.

Creates a client in a workspace.

Connection

Establish a connection to your LiquidPlanner account.

Name

Enter the name of the client.

Done On

Enter the date when a client is created in the workspace. See the list of supported date and time formats.

Description

Enter the details of the client.

Is Done

Select whether all the task of the client is done.

Is On Hold

Select whether any of the tasks of the client is on hold.

Manual Alert

Enter whether you want to receive manual alerts for client tasks.

Assignments

Add assignments:

Person ID

Enter (map) the Person ID to whom the assignment is assigned.

Team ID

Enter (map) the Team ID to whom the assignment is assigned.

Low Effort Remaining

Enter the minimum of hours estimated to complete the activity. For example, 4h, 0.5d.

High Effort Remaining

Enter the maximum number of hours estimated to complete the activity. For example, 4h, 0.5d.

Treeitem ID

Enter (map) the Treeitem ID associated with the assignment.

Space ID

Enter (map) the Space ID associated with the assignment.

Activity ID

Enter (map) the Activity ID associated with the assignment.

Is Done

Select whether the assignment is done.

Done On

Enter the date when the assignment is completed. See the list of supported date and time formats.

Daily Limit

Enter the daily number of work hours limited to work on this task.

Position

Enter the position number of this assignment in the total assignments list.

Hours Logged

Enter the number of hours logged for this assignment.

Expected Finish

Enter the date and time by which this assignment is expected to complete. See the list of supported date and time formats.

Expected Start

Enter the date and time by when the work on assignment is expected to start. See the list of supported date and time formats.

Can Destroy

Select whether this assignment is destroyable.

Is Owner

Select whether the assigned member is an owner of this assignment.

Type

Enter the assignment type. For example, installation.

ID

Enter the Assignment ID.

Contract Value

Enter the amount associated with the client's contract.

External Reference

Enter the external reference ID of the client in an external system.

Gets a list of all clients.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of clients Make should return during one execution cycle.

Gets info about specific clients.

Connection

Establish a connection to your LiquidPlanner account.

Client ID

Select or map the Client ID whose details you want to retrieve.

Updates information about the client.

Connection

Establish a connection to your LiquidPlanner account.

Client ID

Select or map the Client ID whose details you want to update.

Name

Enter the name of the client.

Done On

Enter the date when a client is created in the workspace. See the list of supported date and time formats.

Description

Enter the details of the client.

Is Done

Select whether all the task of the client is done.

Is On Hold

Select whether any of the tasks of the client is on hold.

Manual Alert

Enter whether you want to receive manual alerts for client tasks.

Assignments

Add assignments:

Person ID

Enter (map) the Person ID to whom the assignment is assigned.

Team ID

Enter (map) the Team ID to whom the assignment is assigned.

Low Effort Remaining

Enter the minimum of hours estimated to complete the activity. For example, 4h, 0.5d.

High Effort Remaining

Enter the maximum number of hours estimated to complete the activity. For example, 4h, 0.5d.

Treeitem ID

Enter (map) the Treeitem ID associated with the assignment.

Space ID

Enter (map) the Space ID associated with the assignment.

Activity ID

Enter (map) the Activity ID associated with the assignment.

Is Done

Select whether the assignment is done.

Done On

Enter the date when the assignment is completed. See the list of supported date and time formats.

Daily Limit

Enter the daily number of work hours limited for this task.

Position

Enter the position number of this assignment in the total assignments list.

Hours Logged

Enter the number of logged for this assignment.

Expected Finish

Enter the date and time by which this assignment is expected to complete. See the list of supported date and time formats.

Expected Start

Enter the date and time by when the work on assignment is expected to start. See the list of supported date and time formats.

Can Destroy

Select whether this assignment is destroyable.

Is Owner

Select whether the assigned member is an owner of this assignment.

Type

Enter the assignment type. For example, installation.

ID

Enter the Assignment ID.

Contract Value

Enter the amount associated with the client's contract.

External Reference

Enter the external reference ID of the client in an external system.

Deletes a specific client by ID.

Connection

Establish a connection to your LiquidPlanner account.

Client ID

Select or map the Client ID you want to delete.

Note

You do not have to add the webhooks in the LiquidPlanner as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a task has been created or updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your LiquidPlanner account.

Gets a list of tasks.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of tasks Make should return during one execution cycle.

Gets a specific task by ID.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Creates a new task in LiquidPlanner.

Connection

Establish a connection to your LiquidPlanner account.

Name

Enter a name for the task.

Activity ID

Select or map the Activity ID related to the task.

Custom Field Name

Enter a custom field name.

Value

Enter the value for the custom field.

Done On

Enter the date when the task is completed. See the list of supported date and time formats.

Started On

Enter the date when the work on the task is started. See the list of supported date and time formats.

Delay Until

Enter the date and time until which you want to delay the work on this task. See the list of supported date and time formats.

Description

Enter the details of the task.

Is Done

Select whether the task is completed.

Is On Hold

Select whether the task is on hold.

Manual Alert

Enter whether you want to receive the manual alert for this task.

Is Shared

Select whether the task is visible on the project.

Max Effort

Enter the maximum number of hours allocated for the task. You will receive a trigger if the mentioned hours are exceeded.

Assignments

Add the assignments related to the task:

Person ID

Enter (map) the Person ID to whom the assignment is assigned.

Team ID

Enter (map) the Team ID to whom the assignment is assigned.

Low Effort Remaining

Enter the minimum of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

Max Effort Remaining

Enter the maximum number of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

Treeitem ID

Enter (map) the Treeitem ID associated with the assignment.

Space ID

Enter (map) the Space ID associated with the assignment.

Activity ID

Enter (map) the Activity ID associated with the assignment.

Is Done

Select whether the assignment is done.

Done On

Enter the date when the assignment is completed. See the list of supported date and time formats.

Daily Limit

Enter the daily number of work hours limited for the task.

Position

Enter the position number of this assignment in the total assignments list.

Hours Logged

Enter the number of hours logged for this assignment.

Expected Finish

Enter the date and time by which this assignment is expected to complete. See the list of supported date and time formats.

Expected Start

Enter the date and time by when the work on assignment is expected to start. See the list of supported date and time formats.

Can Destroy

Select whether this assignment is destroyable.

Is Owner

Select whether the assigned member is an owner of this assignment.

Type

Enter the assignment type. For example, installation.

ID

Enter the Assignment ID.

Parent ID

Enter the Parent Task ID if this task is a subtask.

Promise By

Enter the date by when the task is promised to complete. If the date is missed, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the task's external reference number to identify the task from an external system.

Package IDs

Select the Package IDs related to the task.

Work On Order

Select whether the task is work on the order.

Updates specific tasks.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID whose details you want to update.

Name

Enter a new name for the task.

Activity ID

Select or map the Activity ID related to the task.

Custom Field Name

Enter a custom field name.

Value

Enter the value for the custom field.

Done On

Enter the date when the task is completed. See the list of supported date and time formats.

Started On

Enter the date when the work on the task is started. See the list of supported date and time formats.

Delay Until

Enter the date and time until which you want to delay the work on this task. See the list of supported date and time formats.

Description

Enter the details of the task.

Is Done

Select whether the task is completed.

Is On Hold

Select whether the task is on hold.

Manual Alert

Enter whether you want to receive the manual alert for this task.

Is Shared

Select whether the task details are visible on the project.

Max Effort

Enter the maximum number of hours allocated for the task. You will receive a trigger if the mentioned hours are exceeded.

Parent ID

Enter the Parent Task ID if this task is a subtask.

Promise By

Enter the date by when the task is promised to complete. If the date is missed, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the task's external reference number to identify the task from an external system.

Package IDs

Add the Package IDs related to the task.

Work On Order

Select whether the task is work on the order.

Deletes a specific task.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID you want to delete.

Note

You do not have to add the webhooks in the LiquidPlanner as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a project has been created or updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your LiquidPlanner account.

Gets a list of all projects.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of projects Make should return during one execution cycle.

Gets a specific project by ID.

Connection

Establish a connection to your LiquidPlanner account.

Project ID

Select or map the Project ID whose details you want to retrieve.

Creates a new project.

Connection

Establish a connection to your LiquidPlanner account.

Name

Enter a name for the project.

Done On

Enter the date when the task related to the project are completed. See the list of supported date and time formats.

Description

Enter the project details.

Is Done

Select whether the tasks are related to the project.

Is on Hold

Select whether the tasks related to the project are on hold.

Manual Alert

Enter the details when you want to receive the manual alerts for any modifications in the project

Contract Value

Enter the amount involved in the project.

Assignments

Add the assignments related to the project.

External Reference

Enter the external reference number related to the project.

Updates a specific project.

Connection

Establish a connection to your LiquidPlanner account.

Project ID

Select or map the Project ID whose details you want to update.

Name

Enter a name for the project.

Done On

Enter the date when the task related to the project are completed. See the list of supported date and time formats.

Description

Enter the project details.

Is Done

Select whether the tasks are related to the project.

Is on Hold

Select whether the tasks related to the project are on hold.

Manual Alert

Enter the details when you want to receive the manual alerts for any modifications in the project.

Contract Value

Enter the amount involved in the project.

Assignments

Add the assignments related to the project.

External Reference

Enter the external reference number related to the project.

Deletes a specific project from the workspace.

Connection

Establish a connection to your LiquidPlanner account.

Project ID

Select or map the Project ID you want to delete.

Note

You do not have to add the webhooks in the LiquidPlanner as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a package has been created or updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your LiquidPlanner account.

Gets a list of packages.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of treeitems Make should return during one execution cycle.

Gets a specific package by ID.

Connection

Establish a connection to your LiquidPlanner account.

Package ID

Select or map the Package ID whose details you want to retrieve.

Creates a new package.

Connection

Establish a connection to your LiquidPlanner account.

Name

Enter the package name.

Done On

Enter (map) the date on which this item was completed. By default, it takes the present day, defaulted to today if the item is marked done today See the list of supported date and time formats.

Delay Until

Enter the date and time until which you want to delay the work on this item. See the list of supported date and time formats.

Description

Enter the details of the task.

Is Done

Select whether the items in the package are completed.

Is On Hold

Select whether the items in the package are on hold.

Manual Alert

Enter teh number of times you want to receive the alerts for any update on this item.

Max Effort

Enter the maximum number of hours allocated for this item. You will receive a trigger if the mentioned hours are exceeded.

Parent ID

Enter the Parent ID to which this item is a part.

Promise By

Enter the date by when the item is promised to complete. If the specified date is in past, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the item's external reference number to identify the item from an external system.

Updates a specific package.

Connection

Establish a connection to your LiquidPlanner account.

Package ID

Select or map the Package ID whose details you want to update.

Name

Enter the package name.

Done On

Enter (map) the date on which this item was completed. By default, it takes the present day, defaulted to today if the item is marked done today. See the list of supported date and time formats.

Delay Until

Enter the date and time until which you want to delay the work on this item. See the list of supported date and time formats.

Description

Enter the details of the task.

Is Done

Select whether the items in the package are completed.

Is On Hold

Select whether the items in the package are on hold.

Manual Alert

Enter the number of times you want to receive the alerts for any update on this item.

Max Effort

Enter the maximum number of hours allocated for this item. You will receive a trigger if the mentioned hours are exceeded.

Parent ID

Enter the Parent ID to which this item is a part.

Promise By

Enter the date by when the item is promised to complete. If the specified date is in the past, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the item's external reference number to identify the item from an external system.

Deletes a specific package.

Connection

Establish a connection to your LiquidPlanner account.

Package ID

Select or map the Package ID you want to delete.

Note

You do not have to add the webhooks in the LiquidPlanner as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a comment has been created or updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your LiquidPlanner account.

Gets a comment by ID.

Connection

Establish a connection to your LiquidPlanner account.

Comment ID

Select or map the Comment ID whose details you want to retrieve.

Adds a comment to an item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID for which you want to add a comment.

Comment

Enter the comment text.

Item ID

Enter (map) the Item ID to which the comment belongs to.

Updates a specific comment.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID for which you want to add a comment.

Comment ID

Select or map the Comment ID you want to update.

Comment

Enter the new comment text.

Item ID

Enter (map) the Item ID to which the comment belongs.

Deletes a comment from a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Comment ID

Select or map the Comment ID you want to delete.

Gets a checklist item for a specific task by ID.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID whose checklist item details you want to retrieve.

Checklist Item ID

Select or map the Checklist Item ID whose details you want to retrieve.

Creates a checklist item for a specific task.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID to which you want to create the checklist item.

Sort Order

Enter the order to sort the items in the task.

Name

Enter a name for the checklist.

Owner ID

Enter (map) the Owner ID of the checklist.

Completed

Select whether the checklist item for the task is completed.

Updates checklist items for a specific task.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID to which you want to create the checklist item.

Checklist Item ID

Select or map the checklist Item ID whose details you want to update.

Sort Order

Enter the order to sort the items in the task.

Name

Enter a name for the checklist.

Owner ID

Enter (map) the Owner ID of the checklist.

Completed

Select whether the checklist item for the task is completed.

Deletes a checklist item for a specific task.

Connection

Establish a connection to your LiquidPlanner account.

Task ID

Select or map the Task ID whose checklist item you want to delete.

Checklist Item ID

Select or map the checklist Item ID you want to delete.

Gets a list of events.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of events Make should return during one execution cycle.

Gets a specific event by ID.

Connection

Establish a connection to your LiquidPlanner account.

Event ID

Select or map the Event ID whose details you want to retrieve.

Creates a full-day event.

Connection

Establish a connection to your LiquidPlanner account.

Activity ID

Select or map the Activity ID of the task related to the event.

Custom Field Name

Enter the custom field name to add to the event.

Value

Enter the custom field value.

Start Date

Enter the date on which the event starts. See the list of supported date and time formats.

Description

Enter the details of the event.

Is Done

Select whether the tasks related to the event are completed.

Is On Hold

Select whether the task related to the event is on hold.

Is Shared

Select whether the tasks related to the event are visible in the project.

Manual Alert

Enter whether you want to receive the manual alert for this task.

Max Effort

Enter the maximum number of hours allocated for the task. You will receive a trigger if the mentioned hours are exceeded.

Assignments

Add the assignments related to the event:

Person ID

Enter (map) the Person ID to whom the assignment is assigned.

Team ID

Enter (map) the Team ID to whom the assignment is assigned.

Low Effort Remaining

Enter the minimum of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

High Effort Remaining

Enter the maximum number of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

Treeitem ID

Enter (map) the Treeitem ID associated with the assignment.

Space ID

Enter (map) the Space ID associated with the assignment.

Activity ID

Enter (map) the Activity ID associated with the assignment.

Is Done

Select whether the assignment is done.

Done On

Enter the date when the assignment is completed. See the list of supported date and time formats.

Daily Limit

Enter the daily number of work hours limited for the task.

Position

Enter the position number of this assignment in the total assignments list.

Hours Logged

Enter the number of hours logged for this assignment.

Expected Finish

Enter the date and time by which this assignment is expected to complete. See the list of supported date and time formats.

Expected Start

Enter the date and time by when the work on assignment is expected to start. See the list of supported date and time formats.

Can Destroy

Select whether this assignment is destroyable.

Is Owner

Select whether the assigned member is the owner of this assignment.

Type

Enter the assignment type. For example, installation.

ID

Enter the Assignment ID.

Parent ID

Enter the Parent ID of which this event is a part.

Finish Date

Enter the date by when the tasks related to the event are promised to complete. If the date is missed, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the event's external reference ID to identify the event from an external system.

Package ID

Enter (map) the Package ID to which this event belongs.

Updates a specific event.

Connection

Establish a connection to your LiquidPlanner account.

Event ID

Select or map the Event ID whose details you want to update.

Activity ID

Select or map the Activity ID of the task related to the event.

Custom Field Name

Enter the custom field name to add to the event.

Value

Enter the custom field value.

Start Date

Enter the date on which the event starts. See the list of supported date and time formats.

Description

Enter the details of the event.

Is Done

Select whether the tasks related to the event are completed.

Is On Hold

Select whether the task related to the event is on hold.

Is Shared

Select whether the tasks related to the event are visible in the project.

Manual Alert

Enter whether you want to receive the manual alert for this task.

Max Effort

Enter the maximum number of hours allocated for the task. You will receive a trigger if the mentioned hours are exceeded.

Assignments

Add the assignments related to the event:

Person ID

Enter (map) the Person ID to whom the assignment is assigned.

Team ID

Enter (map) the Team ID to whom the assignment is assigned.

Low Effort Remaining

Enter the minimum of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

High Effort Remaining

Enter the maximum number of hours estimated to complete the activity. If you are providing low values, it is mandatory to provide activity ID, member ID, and high values. For example, 4h, 0.5d.

Treeitem ID

Enter (map) the Treeitem ID associated with the assignment.

Space ID

Enter (map) the Space ID associated with the assignment.

Activity ID

Enter (map) the Activity ID associated with the assignment.

Is Done

Select whether the assignment is done.

Done On

Enter the date when the assignment is completed. See the list of supported date and time formats.

Daily Limit

Enter the daily number of work hours limited for the task.

Position

Enter the position number of this assignment in the total assignments list.

Hours Logged

Enter the number of logged for this assignment.

Expected Finish

Enter the date and time by which this assignment is expected to complete. See the list of supported date and time formats.

Expected Start

Enter the date and time by when the work on assignment is expected to start. See the list of supported date and time formats.

Can Destroy

Select whether this assignment is destroyable.

Is Owner

Select whether the assigned member is the owner of this assignment.

Type

Enter the assignment type. For example, installation.

ID

Enter the Assignment ID.

Parent ID

Enter the Parent ID of which this event is a part.

Finish Date

Enter the date by when the tasks related to the event are promised to complete. If the date is missed, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the event's external reference ID to identify the event from an external system.

Package ID

Enter (map) the Package ID to which this event belongs.

Deletes a specific event.

Connection

Establish a connection to your LiquidPlanner account.

Event ID

Select or map the Event ID whose details you want to delete.

Gets a list of milestones.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of milestones Make should return during one execution cycle.

Gets detail about a specific milestone.

Connection

Establish a connection to your LiquidPlanner account.

Milestone ID

Select or map the Milestone ID whose details you want to retrieve.

Creates a new milestone.

Connection

Establish a connection to your LiquidPlanner account.

Name

Enter the name of the milestone.

Activity ID

Select or map the Activity ID related to the milestone.

Description

Enter the details of the milestone.

Is Done

Select whether the tasks related to the milestone are completed.

Is On Hold

Select whether the tasks related to the milestone are on hold.

Is Shared

Select whether the tasks related to the milestone are visible in the project.

Manual Alert

Enter the number of times you want to receive the manual alert for this task.

Max Effort

Enter the maximum number of hours allocated for the tasks of the milestone. You will receive a trigger if the mentioned hours are exceeded.

Parent ID

Enter the Parent ID of which this milestone is a part.

Date

Enter the date by when the milestone is promised t complete. You will receive a trigger if the milestone is not done and this date is in past. See the list of supported date and time formats.

External Reference

Enter the Reference ID to identify the milestone from an external system.

Package ID

Enter (map) the Package ID to which this milestone belongs.

Updates a specific milestone.

Connection

Establish a connection to your LiquidPlanner account.

Milestone ID

Select or map the Milestone ID whose details you want to update.

Name

Enter the name of the milestone.

Activity ID

Select or map the Activity ID related to the milestone.

Description

Enter the details of the milestone.

Is Done

Select whether the tasks related to the milestone are completed.

Is On Hold

Select whether the tasks related to the milestone are on hold.

Is Shared

Select whether the tasks related to the milestone are visible in the project.

Manual Alert

Enter the number of times you want to receive the manual alert for this task.

Max Effort

Enter the maximum number of hours allocated for the tasks of the milestone. You will receive a trigger if the mentioned hours are exceeded.

Parent ID

Enter the Parent ID of which this milestone is a part.

Date

Enter the date by when the milestone is promised t complete. You will receive a trigger if the milestone is not done and this date is in past. See the list of supported date and time formats.

External Reference

Enter the Reference ID to identify the milestone from an external system.

Package ID

Enter (map) the Package ID to which this milestone belongs.

Deletes a specific milestone.

Connection

Establish a connection to your LiquidPlanner account.

Milestone ID

Select or map the Milestone ID you want to delete.

Gets a list of all folders.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of folders Make should return during one execution cycle.

Gets a specific folder by ID.

Connection

Establish a connection to your LiquidPlanner account.

Folder ID

Select or map the Folder ID whose details you want to retrieve.

Creates a new folder in the workspace.

Connection

Establish a connection to your LiquidPlanner account.

Name

Enter a name for the folder.

Done On

Enter the date when the tasks of the folder are completed. See the list of supported date and time formats.

Delay Until

Enter the date until which the work on the tasks related to the folder should be delayed. See the list of supported date and time formats.

Description

Enter the details of the folder.

Is Done

Select whether the tasks of the folder are completed.

Is On Hold

Select whether the tasks of the folder are on hold.

Manual Alert

Enter the number to receive the manual alerts about the folder.

Max Effort

Enter the number of hours limited to work on the items of the folder. You will receive the triggers if the hours are exceeded.

Parent ID

Enter the parent ID to which the items of the folder are part.

Promise By

Enter the date by when the items of the folder are promised to complete. If the specified date is missed, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the reference ID from an external system for the folder.

Updates a specific folder.

Connection

Establish a connection to your LiquidPlanner account.

Folder ID

Select or map the Folder ID whose details you want to update.

Name

Enter a name for the folder.

Done On

Enter the date when the tasks of the folder are completed. See the list of supported date and time formats.

Delay Until

Enter the date until which the work on the tasks related to the folder should be delayed. See the list of supported date and time formats.

Description

Enter the details of the folder.

Is Done

Select whether the tasks of the folder are completed.

Is On Hold

Select whether the tasks of the folder are on hold.

Manual Alert

Enter the number to receive the manual alerts about the folder.

Max Effort

Enter the number of hours limited to work on the items of the folder. You will receive the triggers if the hours are exceeded.

Parent ID

Enter the parent ID to which the items of the folder are part.

Promise By

Enter the date by when the items of the folder are promised to complete. If the specified date is missed, you will receive an alert. See the list of supported date and time formats.

External Reference

Enter the reference ID from an external system for the folder.

Deletes a specific folder.

Connection

Establish a connection to your LiquidPlanner account.

Folder ID

Select or map the Folder ID you want to delete.

Gets a list of all partial day events.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of partial day events Make should return during one execution cycle.

Gets a specific partial-day event by ID.

Connection

Establish a connection to your LiquidPlanner account.

Partial Day Event ID

Select or map the Partial Day Event ID whose details you want to retrieve.

Creates a partial-day event.

Connection

Establish a connection to your LiquidPlanner account.

Name

Enter a name for the partial day event.

Activity ID

Select or map the Activity ID associated with the event.

Custom Field Name

Enter a custom field name you are creating for the event. For example, event address.

Value

Enter the custom field value for the above.

Start Time

Enter the event's start time.

Finish Time

Enter the event's end time.

Description

Enter the event details.

Is Done

Select whether all the tasks related to the event are completed.

Is on Hold

Select whether all the tasks related to the event are on hold.

Is Shared

Select whether all the tasks related to the event are visible in the project.

Manual Alert

Enter the details if you want to receive the alerts for the event.

Max Effort

Enter the maximum number of hours allowed to work on this package. You will receive a trigger if the limited hours are exceeded.

Sharing Type

Select the option to specify the parent ID of the event for sharing:

  • Folders

  • Projects

  • Packages

Parent ID

Enter (map) the Parent ID of the folder or project or package as selected above for this event.

External Reference

Enter the external reference details of the event from an external system.

Package ID

Enter the Package ID to which this event belongs.

Updates a specific partial-day event.

Connection

Establish a connection to your LiquidPlanner account.

Partial Day Event ID

Select the Partial Day Event ID whose details you want to update.

Name

Enter a name for the partial day event.

Activity ID

Select or map the Activity ID associated with the event.

Custom Field Values

Enter the custom field name and their values for the event. For example, event address.

Start Time

Enter the event's start time.

Finish Time

Enter the event's end time.

Description

Enter the event details.

Is Done

Select whether all the tasks related to the event are completed.

Is on Hold

Select whether all the tasks related to the event are on hold.

Is Shared

Select whether all the tasks related to the event are visible in the project.

Manual Alert

Enter the details if you want to receive the alerts for the event.

Max Effort

Enter the maximum number of hours allowed to work on this package. You will receive a trigger if the limited hours are exceeded.

Parent ID

Enter (map) the Parent ID of the folder or project or package to which the event belongs.

External Reference

Enter the external reference details of the event from an external system.

Package ID

Enter the Package ID to which this event belongs.

Deletes a specific partial-day event.

Connection

Establish a connection to your LiquidPlanner account.

Partial Day Event ID

Select or map the Partial Day Event ID you want to delete.

Gets a list of dependencies.

Connection

Establish a connection to your LiquidPlanner account.

Limit

Set the maximum number of dependencies Make should return during one execution cycle.

Gets a specific dependency by ID.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose dependency details you want to retrieve. For example, Inbox, active projects.

Prerequisite Item ID

Enter (map) the prerequisite Item ID that must be completed before starting this dependent item.

Wait Time Value

Enter the value of the wait time for this dependency. For example, 5 for the number of days or hours.

Wait Time Unit

Enter the unit of the wait time value. For example, hours, days.

Creates a dependency between two items.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose dependency you want to create. For example, Inbox, active projects.

Prerequisite Item ID

Enter (map) the prerequisite Item ID that must be completed before starting this dependent item.

Wait Time Value

Enter the value of the wait time for this dependency. For example, 5 for the number of days or hours.

Wait Time Unit

Enter the unit of the wait time value. For example, hours, days.

Deletes a dependency for a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose dependency details you want to delete. For example, Inbox, active projects.

Dependency ID

Select or map the Dependency ID you want to delete.

Get a note for an Item

Gets a specific not by ID.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose note details you want to retrieve. For example, Inbox, active projects.

Create a Note for an Item

Adds a note to the item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose note you want to create. For example, Inbox, active projects.

Note

Enter the note text.

Update a Note for an Item

Updates a note for a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose note you want to create. For example, Inbox, active projects.

Note

Enter the new note text.

Delete a Note for an Item

Deletes a note for a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose note you want to delete. For example, Inbox, active projects.

Gets a timer for a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose details you want to retrieve. For example, Inbox, active projects.

Starts a timer for a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose timer you want to start:

  • Event

  • Partial Day Events

  • Milestones

  • Tasks

Event ID

Select or map the Event ID whose timer you want to start.

Partial Day Event ID

Select or map the Partial Day Event ID whose timer you want to start.

Milestone ID

Select or map the Milestone ID whose timer you want to start.

Task ID

Select or map the Task ID whose timer you want to start.

Stops a timer for a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose timer you want to stop:

  • Event

  • Partial Day Events

  • Milestones

  • Tasks

Event ID

Select or map the Event ID whose timer you want to stop.

Partial Day Event ID

Select or map the Partial Day Event ID whose timer you want to stop.

Milestone ID

Select or map the Milestone ID whose timer you want to stop.

Task ID

Select or map the Task ID whose timer you want to stop.

Clears the timer for a specific item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID whose timer you want to clear:

  • Event

  • Partial Day Events

  • Milestones

  • Tasks

Event ID

Select or map the Event ID whose timer you want to clear.

Partial Day Event ID

Select or map the Partial Day Event ID whose timer you want to clear.

Milestone ID

Select or map the Milestone ID whose timer you want to clear.

Task ID

Select or map the Task ID whose timer you want to clear.

Accepts a specific timesheet.

Connection

Establish a connection to your LiquidPlanner account.

Timesheet ID

Select or map the Timesheet ID which you want to accept.

Submits a specific timesheet.

Connection

Establish a connection to your LiquidPlanner account.

Timesheet ID

Select or map the Timesheet ID which you want to submit.

Unaccepts a specific timesheet.

Connection

Establish a connection to your LiquidPlanner account.

Timesheet ID

Select or map the Timesheet ID which you want to un-accept.

Unsubmits a specific timesheet.

Connection

Establish a connection to your LiquidPlanner account.

Timesheet ID

Select or map the Timesheet ID which you want to un-submit.

Moves an item after another item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID which you want to move after another item.

Other ID

Select or map the Treeitem ID after which you want to move the above-selected item.

Package Other ID

Select or map the Package ID of the Treeitem ID after which you want to move the selected item. This field is not required if you have selected the Other ID.

Moves an item before another item.

Connection

Establish a connection to your LiquidPlanner account.

Treeitem ID

Select or map the Treeitem ID which you want to move before another item.

Other ID

Select or map the Treeitem ID before which you want to move the above-selected item.

Package Other ID

Select or map the Package ID of the Treeitem ID before which you want to move the selected item. This field is not required if you have selected the Other ID.

Note

You do not have to add the webhooks in the LiquidPlanner as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a document has been created or updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your LiquidPlanner account.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your LiquidPlanner account.

URL

Enter a path relative to https://app.liquidplanner.com/api. For example: /v1/workspaces

For the list of available endpoints, refer to the LiquidPlanner API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the projects from your LiquidPlanner account:

URL:

/v1/workspaces/{workspace_ID}/projects

Method:

GET

61f2727472715.png

Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 5 projects were returned:

61f27275cebe7.png