Integrations Portfolio Manager Browse AI

Portfolio Manager + Browse AI

Connect Portfolio Manager and Browse AI to Build Intelligent Automations

Choose a Trigger

When this happens...

New or Changed Comment
New or Changed Task
New or Changed Project
New or Changed Package

Choose an Action

Automatically do this!

Bulk Run Tasks

Ready to use Portfolio Manager and Browse AI automations

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Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

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.

New Tasks

Triggers when a task is finished successfully.

Table Export

Triggers when a table export successfully .

Request a new Trigger for Portfolio Manager

Do thisActions
Action is the task that follows automatically within your Portfolio Manager integrations.

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.

Add Comment to an Item

Create a comment on a specified item in a LiquidPlanner workspace.

Create a Milestone

Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.

Create a Note for an Item

Add a note to a specific item in a LiquidPlanner Classic workspace.

Create a Link for an Item

Attach a URL with display text to a specific item in a LiquidPlanner workspace.

We'll help you get started

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Know More About Liquid Planner Classic and Browse Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Portfolio Manager and Browse AI?

To start, connect both your Portfolio Manager and Browse AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Browse AI (or vice versa).

Can we customize how data from Portfolio Manager is recorded in Browse AI?

Absolutely. You can customize how Portfolio Manager data is recorded in Browse AI. This includes choosing which data fields go into which fields of Browse AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Portfolio Manager and Browse AI?

The data sync between Portfolio Manager and Browse AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Portfolio Manager to Browse AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Portfolio Manager and Browse AI?

Yes, you can set conditional logic to control the flow of data between Portfolio Manager and Browse AI. 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 Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

Project Management

Learn More

About Browse AI

Browse.ai is a powerful tool designed to automate web data extraction and monitoring. It allows users to easily capture and track data from websites without the need for coding, making it ideal for businesses and individuals looking to streamline their data collection processes.

AI Tools

Learn More

Connect Portfolio Manager and Browse AI to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Portfolio Manager and Browse AI automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Task

New or Changed Project

New or Changed Package

New Tasks

Table Export

Do thisActionsAction is the task that follows automatically within your Portfolio Manager integrations.

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

We'll help you get started

Know More About Liquid Planner Classic and Browse Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Portfolio Manager

About Browse AI

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Portfolio Manager integrations.