Connect LinkedIn and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Post Comments
New Post in Company Page
New Comment on Company's Page Post
New Reply on a 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 LinkedIn and Portfolio Manager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Post Comments
Fetch recent comments for one or more LinkedIn posts within the past N minutes (default 15), returning the newest comments first.
New Post in Company Page
Triggers when a new post is made on a company page you follow.
New Comment on Company's Page Post
Triggers when new comment was created on company page's post.
New Reply on a Comment
Triggers when new reply is create on a comment.
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.
Do thisActions
Action is the task that follows automatically within your LinkedIn integrations.
Create a linkedin image post
Creates a new post. Share text with an image on your profile.
Get an Organization
Get an all existing organization.
Create a linkedin Article or URL post
Share an article or URL to your profile.
Create a linkedin video post
Creates a new post. Cretaes a video post on the LinkedIn page.
Reply to a Comment
Create reply to a comment.
Like On a Linkedin Post
Create like on a linkedin post
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Frequently Asked Questions
To start, connect both your LinkedIn and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in LinkedIn triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how LinkedIn 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 LinkedIn 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 LinkedIn 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 LinkedIn
LinkedIn is a professional networking platform that allows users to connect with colleagues, discover job opportunities, and share industry insights.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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