Connect Canny and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post Created
New Comment Added
New Vote
Post Status Changed
Tag Added to Post
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.
New Post Created
Runs when a new post is created in Canny.
New Comment Added
Runs when a new comment is added to a specific post.
New Vote
Runs when a new vote is created
Post Status Changed
Runs when a post's status changes.
Tag Added to Post
Runs when a tag is added to a post.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Canny integrations.
Create Comment
Creates a new comment on a post, optionally as a reply or with images.
Create a Post
Creates a new post
Change Post Status
Changes the status of a Canny post.
Create Or Update User
Creates a new user or updates an existing user and returns the user's ID.
Find Post
Finds an existing post
List All Boards
Returns a list of all boards associated with your company, in no particular order.
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Frequently Asked Questions
To start, connect both your Canny and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Canny triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Canny 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 Canny 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 Canny 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 Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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