
When this happens...
New or Changed Comment
New or Changed Task
New or Changed Project
New or Changed Package

Automatically do this!
List booking details
Create Booking Details
Create Bookings
Create Attribute Option
Create Attribute
Create Calender Event Note
Create Calender Event Task
Create Calendar Events
Create Contact Bookings
Create Coupons
Create Coupon Products
Create Coupon Services
Invite member
Create Taxes
Create Widgets
Create Product
Create External Calendars
Create invoices
Create Line Items
Create Line Item Taxes
Create Payments
Create Permissions
Create Widget Listings
Create Product Tasks
Create Reply To Addresses
Create Product Configurations
Create Product Reply To addresses
Create Seasons
Create Service Deposit Moments
Create Service Discounts
Create Service Payment Moments
Create service taxes
Create Site Listings
Create site pages
List booking updates
List bookings
List contact bookings
List contacts
List invoices
List permissions
List product configurations
List product services
List products
List seasons
List services
List site listings
List sites
List user profiles
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
Triggers when a project is created or updated in LiquidPlanner Classic.
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Triggered when a new booking is created.
Triggered when an existing calendar event tasks created.
Action is the task that follows automatically within your Portfolio Manager integrations.
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Create a comment on a specified item in a LiquidPlanner workspace.
Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.
Add a note to a specific item in a LiquidPlanner Classic workspace.
Attach a URL with display text to a specific item in a LiquidPlanner workspace.

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

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

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Portfolio Manager and Bookingmood accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Bookingmood (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Bookingmood. This includes choosing which data fields go into which fields of Bookingmood, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Bookingmood 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 Bookingmood. 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.
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn MoreBookingmood is a comprehensive platform designed to streamline the booking process for various services, including accommodations, events, and appointments. It offers a user-friendly interface and robust features to manage bookings efficiently.
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