Connect Portfolio Manager and backnine insurance to Build Intelligent Automations
Enable Integrations or automations with these events of Portfolio Manager and backnine insurance
Enable Integrations or automations with these events of Portfolio Manager and backnine insurance
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Portfolio Manager and backnine insurance accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in backnine insurance (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in backnine insurance. This includes choosing which data fields go into which fields of backnine insurance, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and backnine insurance 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 Portfolio Manager and backnine insurance. 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.
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About backnine insurance
BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.
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