Connect Dubble and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Guide Deleted
Guide Added to a Collection
Guide Removed From Collection
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 Dubble and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Guide Deleted
Triggers when a guide is deleted.
Guide Added to a Collection
Triggers when a guide is added to a collection.
Guide Removed From Collection
Triggers when a guide is removed from the collection.
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 Dubble integrations.
Create Collection
Create a new collection.
Update Collection
Updates a collection.
Delete collection
Delete a collection.
Update Guide
Updates a guide
Delete Guide
Deletes a guide.
Add Guide to collection
Adds a guide to a collection.
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Frequently Asked Questions
To start, connect both your Dubble and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Dubble triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Dubble 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 Dubble 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 Dubble 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 Dubble
Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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