Connect AnnounceKit and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Project or Post Activity Changes
New Comment Added
New Post Created
New Reaction Added
New Feature Request Added
New Subscriber Added
Choose an Action
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Project or Post Activity Changes
Runs when project or post activity changes
New Comment Added
Runs when new comment is added
New Post Created
Runs when a new post is created in your AnnounceKit project.
New Reaction Added
Runs when a new reaction is added.
New Feature Request Added
Runs when a new feature request is added
New Subscriber Added
Runs when a new subscriber is added
Do thisActions
Action is the task that follows automatically within your AnnounceKit integrations.
Create Post
Create a new announcement in your active AnnounceKit project.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Add Comment to an Item
Create a comment on a specified item in a LiquidPlanner workspace.
Create a Milestone
Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.
Create a Note for an Item
Add a note to a specific item in a LiquidPlanner Classic workspace.
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Frequently Asked Questions
To start, connect both your AnnounceKit and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in AnnounceKit triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how AnnounceKit data is recorded in Portfolio Manager. This includes choosing which data fields go into which fields of Portfolio Manager, setting up custom formats, and filtering out unwanted information.
The data sync between AnnounceKit and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AnnounceKit and Portfolio Manager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AnnounceKit
AnnounceKit is a powerful tool for managing and distributing product updates and announcements. It helps businesses keep their users informed with real-time notifications and changelogs, enhancing user engagement and satisfaction.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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