Connect Gorgias and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
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 Gorgias and Portfolio Manager automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Triggers when a new support ticket is created.
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 Gorgias integrations.
Create Gorgias ticket
Create a new support ticket in Gorgias using the customer's email, subject, tags, and initial message.
Create customer
Add a new customer to Gorgias with their contact channel, name, email, language, and time zone.
Update Customer
Update a customer's name, email, language, timezone, or contact channel using their customer ID.
Delete Customer
Remove a customer from Gorgias using their customer ID.
Add message to ticket
Add a message to the selected Gorgias ticket so it appears in the ticket conversation.
Create User
Add a new user to Gorgias with an email and role, and set optional language, country, and timezone.
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Frequently Asked Questions
To start, connect both your Gorgias and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Gorgias triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Gorgias 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 Gorgias 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 Gorgias 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 Gorgias
Gorgias is a customer support helpdesk designed for e-commerce businesses. It centralizes customer interactions and automates responses to streamline support operations.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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