Connect Hive and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action Created
Updated Action
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 Hive and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Created
Runs when a new action is created in the selected project.
Updated Action
Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.
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 Hive integrations.
Create Action for Workspace
Creates a new task in the specified Hive workspace and sets its scheduled date.
Create Message
Creates a new message in a Hive workspace group, optionally including the sender's name, picture, and message color.
Copy Project
Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.
Update Hive Action
Updates an existing Hive action with new status, assignees, dates, and labels.
Create Task in Hive Workspace
Creates a new task in the selected Hive workspace with a title, assignees, optional description, scheduled date, and project.
Apply Action Template
Applies a saved template to a selected action in a Hive workspace.
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Frequently Asked Questions
To start, connect both your Hive and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Hive 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 Hive 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 Hive 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 Hive
Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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