Connect Fibery and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Entity
Entity Updated
New User
Entity Updated or Created
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 Fibery and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Entity
Triggered when a new entity is created in a specified Fibery app.
Entity Updated
Triggered when an existing entity is updated in a specified Fibery app.
New User
Triggers when a new user is created in the system
Entity Updated or Created
Triggered when an existing entity is updated or created in a specified Fibery app.
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.
Do thisActions
Action is the task that follows automatically within your Fibery integrations.
Create Entity
Creates a new entity in a specified Fibery app.
Update Entity
Updates an existing entity in a specified Fibery app.
Delete Entity
Deletes an existing entity in a specified Fibery app.
List Type
Retrieves and lists all available types in the Fibery database.
Get Fields from Type
Fetches all fields associated with a specific entity type in Fibery.
List Reference
Retrieves a list of all references from the Fibery database with their IDs and names.
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Frequently Asked Questions
To start, connect both your Fibery and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Fibery triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Fibery 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 Fibery 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 Fibery 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 Fibery
Fibery is a flexible work management platform that helps teams to organize, collaborate, and innovate. It combines project management, knowledge base, and database functionalities into a single, customizable workspace.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
