Integrations Portfolio Manager BHuman
Portfolio Manager + BHuman

Connect Portfolio Manager and BHuman to Build Intelligent Automations

Choose a Trigger

Portfolio Manager

When this happens...

Choose an Action

BHuman

Automatically do this!

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.

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 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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Portfolio Manager and BHuman 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 BHuman?

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 BHuman?

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

Learn More
BHuman

About BHuman

BHuman , a powerful tool that allows you to generate customized videos using AI. With our API, you can easily integrate video generation capabilities into your applications and create stunning, personalized content for your users.

Learn More