Connect Elai and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Video Created
Video Ready
Video Error
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 Elai and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Video Created
Triggers when new video is created in Elai Account.
Video Ready
Triggers when any video change it's status to "ready".
Video Error
Triggered when any video has a validation or a rendering error
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 Elai integrations.
Create a Video
create a new video.
Delete a Video
Deletes a video from Elai account.
Update a Video
Update a Video in the Elai account.
Render a Video
Re-render an existing video or fix previously failed video renders.
Copy/Transform Video
Duplicate videos or templates, and convert videos into templates or templates into videos.
Create a Stream
Creates a new Elai video stream using the selected avatar, voice provider, and voice ID.
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Frequently Asked Questions
To start, connect both your Elai and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Elai triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Elai 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 Elai 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 Elai 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 Elai
Elai.io is a leading text-to-video platform that allows anyone to build customized AI videos with a presenter using only text. A few moments is all it takes to generate a video with 69 languages available for translation.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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