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.

Getting Started with LiquidPlanner

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/.

Connect LiquidPlanner to Make

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

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.

5. Click Continue.

The connection has been established.

Estimates

Create an Estimate for Task

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.

Create an Estimate for an Event

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.

Create an Estimate for a Partial Day 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.

Create an Estimate for a Milestone

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.

Treeitems

List Treeitems

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.

Get a Treeitem

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.

Update a Treeitem

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.

Delete a Treeitem

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.

Clients

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.

Watch Clients

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.

Create a Client

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.

List Client

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.

Get a Client

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.

Update a Client

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.

Delete a Client

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.

Tasks

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.

Watch Tasks

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.

List Tasks

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.

Get a Task

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.

Create a Task

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.

Update a Task

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.

Delete a Tasks

Deletes a specific task.

Connection	Establish a connection to your LiquidPlanner account.
Task ID	Select or map the Task ID you want to delete.

Projects

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.

Watch Projects

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.

List Projects

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.

Get a Project

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.

Create a Project

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.

Update a 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.

Delete a 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.

Packages

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.

Watch Packages

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.

List Packages

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.

Get a Package

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.

Create a Package

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.

Update a Package

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.

Delete a Package

Deletes a specific package.

Connection	Establish a connection to your LiquidPlanner account.
Package ID	Select or map the Package ID you want to delete.

Comments

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.

Watch Comments

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.

Get a Comment

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.

Add a Comment to an Item

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.

Update a Comment

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.

Delete a Comment

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.

Checklist Item for Task

Get a Checklist item for a Task

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.

Create a Checklist Item for a Task

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.

Update a Checklist an Item for a Task

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.

Delete a Checklist Item for a Task

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.

Events

List Events

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.

Get an Event

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.

Create an Event

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.

Update an Event

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.

Delete an Event

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.

Milestones

List Milestones

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.

Get a Milestone

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.

Create a Milestone

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.

Update a Milestone

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.

Delete a Milestone

Deletes a specific milestone.

Connection	Establish a connection to your LiquidPlanner account.
Milestone ID	Select or map the Milestone ID you want to delete.

Folders

List Folders

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.

Get a Folder

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.

Create a Folder

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.

Update a 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.

Delete a 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.

Partial Day Events

List Partial Day Events

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.

Get a Partial Day Event

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.

Create a Partial Day Event

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.

Update a Partial Day Event

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.

Delete a Partial Day Event

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.

Dependencies

List Dependencies

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.

Get a Dependency

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`.

Create a Dependency

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`.

Delete a Dependency

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.

Links

List Links

Gets a list of links.

Connection	Establish a connection to your LiquidPlanner account.
Limit	Set the maximum number of treeitems Make should return during one execution cycle.

Get a Link

Gets a specific link by ID.

Connection	Establish a connection to your LiquidPlanner account.
Treeitem ID	Select or map the Treeitem ID whose link details you want to retrieve. For example, `Inbox`, `active projects`.
Link ID	Select or map the Link ID whose details you want to retrieve.

Create a Link

Creates a specific link for an item.

Connection	Establish a connection to your LiquidPlanner account.
Treeitem ID	Select or map the Treeitem ID whose link you want to create. For example, `Inbox`, `active projects`.
Description	Enter the item details.
URL	Enter the URL address for the item.

Update a Link

Updates a specific link for an item.

Connection	Establish a connection to your LiquidPlanner account.
Treeitem ID	Select or map the Treeitem ID whose link you want to update. For example, `Inbox`, `active projects`.
Description	Enter the item details.
Item ID	Enter (map) the item ID whose link you want to update.
URL	Enter the URL address for the item.

Delete a Link

Deletes a link from a specific item.

Connection	Establish a connection to your LiquidPlanner account.
Treeitem ID	Select or map the Treeitem ID whose link you want to delete. For example, `Inbox`, `active projects`.
Link ID	Select or map the Link ID you want to delete.

Notes for an Item

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`.

Timer

Get a Timer

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`.

Start a Timer

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.

Stop a Timer

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.

Clear a Timer

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.

Timesheets

Accept a Timesheet

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.

Submit a Timesheet

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.

Un-Accept a Timesheet

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.

Un-Submit a Timesheet

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.

Commands

Move Item After

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.

Move Item Before

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.

Documents

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.

Watch Documents

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.

Other

Make an API Call

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.

Example of Use - List Projects

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

URL:

/v1/workspaces/{workspace_ID}/projects

Method:

GET

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

In our example, 5 projects were returned:

In this section: