Connect Frill and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Is Added
New Comment on Idea
When a new announcement is published
When a new vote is added to an idea
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 Frill and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Is Added
Runs when new idea is added
New Comment on Idea
Update transfer option code for Frill New Comment on Idea trigger
When a new announcement is published
Runs the workflow automatically whenever a new announcement is published in your Frill account.
When a new vote is added to an idea
Runs the workflow automatically whenever a new vote is added to an idea in Frill. The trigger can be limited to a specific idea if desired.
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 Frill integrations.
Create Idea
Create idea (author, topics)
Update Idea
Update idea title and details
Find Idea
Find idea by ID or slug
Add Follower
Create a new follower in Frill
List All Ideas
List all ideas from Frill
List Followers
Retrieve all Frill followers
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Frequently Asked Questions
To start, connect both your Frill and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Frill triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Frill 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 Frill 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 Frill 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 Frill
Frill is a customer feedback platform that helps teams collect feature requests, manage public roadmaps, publish announcements, and gather surveys to prioritize product decisions.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
