Connect Commerce Layer and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Gift Card Created
New Customer Created
New Promotion
Customer Deleted
Gift Card activated
Gift Card Deactivated
Customer Tagged
New Price Is Created
New Customer Metadata Updated
New Promotion Created
Promotion Tagged
Gift Cards Tagged
Gift Card Deleted
Bundles Tagged
Imports Created
Skus Tagged
Free Shipping Promotions Created
Free Gift Promotions Created
Free Gift Promotions Tagged
Fixed Price Promotions Created
Fixed Amount Promotions Created
Fixed Amount Promotions Tagged
External Promotion Created
External Promotions Tagged
Percentage Discount Promotions Created
Percentage Discount Promotions Tagged
Buy_X_Pay_Y_ Promotions Created
Buy_x_pay_y_Promotions Tagged
Customer Address Created
Customer Address Deleted
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 Commerce Layer and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Gift Card Created
Trigger's when new gift card created.
New Customer Created
Runs when a new customer is created in Commerce Layer.
New Promotion
Trigger's when new promotion is created.
Customer Deleted
Trigger's when a customer is deleted.
Gift Card activated
Trigger's when gift card is activated.
Gift Card Deactivated
Trigger's when gift card is deactivated.
Do thisActions
Action is the task that follows automatically within your Commerce Layer integrations.
Create Customer Group
Create a customer group for pricing, discounts, and segmentation.
Create a Customer
Create a new customer.
Delete a Customer
Delete a customer by id.
Update Customer Group
Update an existing customer group.
Create price lists
create price list.
Create a Shipping Category
Create a new shipping category.
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Frequently Asked Questions
To start, connect both your Commerce Layer and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Commerce Layer triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Commerce Layer 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 Commerce Layer 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 Commerce Layer 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 Commerce Layer
Commerce Layer is a fast, flexible, and highly secure REST API, designed to empower you to create innovative and scalable eCommerce solutions with ease. Ask ChatGPT
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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