Connect Jumpseller and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Created
Customer Updated
New Product Added
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 Jumpseller and Portfolio Manager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Created
Runs when New Customer is Created.
Customer Updated
Runs when Customer Is Updated.
New Product Added
Runs when New Product is Added.
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.
Do thisActions
Action is the task that follows automatically within your Jumpseller integrations.
Create Product
Create a new product
Update Product
Update an existing product's details in your store.
Find Product Variant
Find a product variant by its name
Delete Product
Delete a product from your store
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 Jumpseller and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Jumpseller triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Jumpseller 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 Jumpseller 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 Jumpseller 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 Jumpseller
Jumpseller is an e-commerce platform that allows users to create and manage their online stores with ease. It provides a range of tools and features to help businesses sell products online, manage inventory, process payments, and track orders.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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