Connect D-iD and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Knowledge Base
New Video Translation
New Animation
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 D-iD and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Knowledge Base
Triggers When new Knowledge Base is created.
New Video Translation
Triggers When new Video Translation is created.
New Animation
Triggers When new animation is created.
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 D-iD integrations.
Create Consent
Creates a Consent.
Generate Video Translation
Generate a Video Translation
Delete Video Translate
Delete an Existing video translate.
Create Knowledge Base
Creates a Knowledge Base.
Create Document
Creates a Document.
Create Talk
Creates a Talk.
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Frequently Asked Questions
To start, connect both your D-iD and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in D-iD triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how D-iD 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 D-iD 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 D-iD 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 D-iD
D-iD is a cutting-edge platform specializing in AI-driven solutions for creating and managing digital identities. It offers advanced tools for generating realistic avatars and digital personas, enhancing user interaction and personalization in various applications.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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