Connect Google Business Profile and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Review Posted
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 Google Business Profile and Portfolio Manager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Review Posted
Runs when a new review is posted on your Google Business Profile.
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.
New or Changed Package
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Google Business Profile integrations.
Create Post
Creates an event post on your Google Business Profile with event details and a photo so customers can see and engage with it.
Create Reply
creates a reply for a specified review.
List all Review
get all review for business account.
Update Event Post
Update a Google Business Profile Event post .
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 Google Business Profile and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Business Profile triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Google Business Profile 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 Google Business Profile 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 Google Business Profile 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 Google Business Profile
Google Business Profile is a tool that allows businesses to manage their online presence across Google, including Search and Maps. By verifying and editing your business information, you can help customers find you and tell them the story of your business.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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