Connect Flutterwave and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transfer
New Subscription
Subscription Cancelled
New Transactions
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transfer
Triggers when a new transfer is added.
New Subscription
Triggers when a new subscription is created in Flutterwave.
Subscription Cancelled
Triggers when a subscription is cancelled in Flutterwave.
New Transactions
Triggers when a new transaction is added.
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 Flutterwave integrations.
Create Transfer
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create Recurring Payment Plan
Create a recurring plan that charges customers a fixed amount on a schedule, with an optional end date.
Find Transfer
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find Transaction
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
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Frequently Asked Questions
To start, connect both your Flutterwave and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Flutterwave 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 Flutterwave 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 Flutterwave 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 Flutterwave
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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