
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
Triggers when a project is created or updated in LiquidPlanner Classic.
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Action is the task that follows automatically within your Clockodo integrations.
Add a new customer with billing and status details and an optional note.
Add a work time entry with start and end times, project, customer, and billing details.
Retrieve all customers in your account.
Create a customer project with optional dates, budget, and billing settings to track time and costs.
Creates a new service.
Create a subproject in a project with a name, billing, budget, and optional notes.

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To start, connect both your Clockodo and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Clockodo triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Clockodo 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 Clockodo 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 Clockodo 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.
Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
Learn MoreLiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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