Connect Base.com and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Invoice
Order Status Changed
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
Ready to use Base.com and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is confirmed.
New Invoice
Triggers when a new invoice is created.
Order Status Changed
Triggers when the status is changed on a order.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
Do thisActions
Action is the task that follows automatically within your Base.com integrations.
Add Invoice
Add an invoice to the order
Add Order
Creates a new order
Add Payment
Add a payment to the order
Update Order Status
Update status of a specific order
Add a Tracking Number
Add a tracking number to the order
Update Order
Update status of a specific order
Know More About Baselinker and Liquid Planner Classic Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your Base.com and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Base.com triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Base.com 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 Base.com 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 Base.com 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 Base.com
BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
