Connect Google Ads and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Form Submitted
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 Lead Form Submitted
Runs when lead form is submitted
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 Ads integrations.
Find Campaign By ID Or Name
Finds a Google Ads campaign that matches the provided campaign ID or name.
Add Contact to Customer List with Email
Adds a contact to a Google Ads customer list using an email address.
Find Customer List
Finds customer lists in Google Ads by list name or list number.
Set Campaign Status
Sets a Google Ads campaign's status to Enabled, Paused, or Removed.
Send Offline Conversions
Sends offline customer events to Google Ads so they are linked to your ad campaigns.
Google Ads Performance Report by Custom Query
Retrieves the details as per the query provided.
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Frequently Asked Questions
To start, connect both your Google Ads and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Ads triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Google Ads 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 Ads 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 Ads 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 Ads
Google Ads is an online advertising platform developed by Google, where advertisers can display brief advertisements, service offerings, product listings, or videos to web users. It can place ads both in the results of search engines like Google Search and on non-search websites, mobile apps, and videos.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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