Integrations Portfolio Manager AISEO
Portfolio Manager + AISEO

Connect Portfolio Manager and AISEO to Build Intelligent Automations

Choose a Trigger

Portfolio Manager

When this happens...

Choose an Action

AISEO

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Comment

Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.

New or Changed Task

New or Changed Task

Triggers when a task is created or updated in your LiquidPlanner Classic workspace.

New or Changed Project

New or Changed Project

Triggers when a project is created or updated in LiquidPlanner Classic.

New or Changed Package

New or Changed Package

Fires when a package is created or updated in your LiquidPlanner Classic workspace.

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Do thisActions

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

Create an Event

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 Folder

Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

Add Comment to an Item

Add Comment to an Item

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

Create a Milestone

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

Create a Note for an Item

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

Create a Link for an Item

Create a Link for an Item

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

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Frequently Asked Questions

How do I start an integration between Portfolio Manager and AISEO?

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

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

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

How often does the data sync between Portfolio Manager and AISEO?

The data sync between Portfolio Manager and AISEO 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 AISEO?

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 AISEO?

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

Portfolio Manager

About Portfolio Manager

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

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AISEO

About AISEO

AISEO is a cutting-edge platform that leverages artificial intelligence to enhance and optimize search engine operations. It provides tools and solutions for improving website visibility, ranking, and performance in search engine results. With AI-driven insights and analytics, AISEO helps businesses and individuals to effectively manage their SEO strategies and achieve better online presence.

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