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

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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.
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.

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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 Creative Cloud Libraries accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Creative Cloud Libraries (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Creative Cloud Libraries. This includes choosing which data fields go into which fields of Creative Cloud Libraries, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Creative Cloud Libraries 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 Creative Cloud Libraries. 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 MoreAdobe Creative Cloud Libraries makes the core design assets for your brand or personal projects available to you anywhere. Easily collect and organize images, colors, text styles, and other elements created in various Creative Cloud desktop and mobile apps. Then reuse and modify these assets across projects, devices, other Creative Cloud apps, and teams.
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