Connect Jira Software Cloud and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue
New Issue (Via JQL)
Updated Issue
Updated Comment
New Comment
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 Jira Software Cloud and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue
Triggers when a new issue is created
New Issue (Via JQL)
Triggers when a new issue is added that matches some JQL
Updated Issue
Triggers when an existing issue is updated
Updated Comment
Triggers when a comment on a issue is updated
New Comment
Triggers when a new comment is added to an issue
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Jira Software Cloud integrations.
Find User
finds an existing user
Find Project
Searches for a project by name or key
Find Issue via JQL
Searches for an issue via JQL
Find Component
Searches for a component by name
Add Comment to Issue
Adds a new comment to an issue
Add Watcher to Issue
Adds a new watcher to an issue
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Frequently Asked Questions
To start, connect both your Jira Software Cloud and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Jira Software Cloud triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Jira Software Cloud 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 Jira Software Cloud 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 Jira Software Cloud 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 Jira Software Cloud
Jira Software Cloud is a powerful project management tool developed by Atlassian, designed to help teams plan, track, and manage their work efficiently. It offers a wide range of features including issue tracking, agile project management, and customizable workflows to streamline collaboration and productivity.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
