Connect Bookingmood and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
Calendar Event Tasks Created
Calendar Events Created
Calendar Events Confirmed
Invoices Created
Payments Created
Members Created
Products Created
Sites Created
Widgets Created
Bookings Updated
Calendar Events Updated
Calendar Events Cancelled
Contacts Created
Contacts Updated
Invoices Updated
Members Updated
Widgets Updated
Sites Updated
Calendar Event Tasks Updated
Calendar Event Task Completed
Payment Updated
Payment Paid
Product Updated
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 Bookingmood and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggered when a new booking is created.
Calendar Event Tasks Created
Triggered when an existing calendar event tasks created.
Calendar Events Created
trigger when a new calendar events created.
Calendar Events Confirmed
Trigger when a new calendar events confirmed created.
Invoices Created
Trigger when a new invoices created.
Payments Created
Trigger when a new payments created.
Do thisActions
Action is the task that follows automatically within your Bookingmood integrations.
List booking details
List booking
Create Booking Details
create a new booking details.
Create Bookings
Create a new Booking.
Create Attribute Option
Create a new attribute option.
Create Attribute
Create a new attribute
Create Calender Event Note
Create a new calender event note
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Frequently Asked Questions
To start, connect both your Bookingmood and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Bookingmood triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Bookingmood 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 Bookingmood 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 Bookingmood 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 Bookingmood
Bookingmood is a comprehensive platform designed to streamline the booking process for various services, including accommodations, events, and appointments. It offers a user-friendly interface and robust features to manage bookings efficiently.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
