Connect Portfolio Manager and distribuidora-eficaz to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Changed Comment
New or Changed Task
New or Changed Project
New or Changed Package
Choose an Action
Automatically do this!
- Request a new Action for distribuidora-eficaz
Enable Integrations or automations with these events of Portfolio Manager and distribuidora-eficaz
Enable Integrations or automations with these events of Portfolio Manager and distribuidora-eficaz
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 distribuidora-eficaz accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in distribuidora-eficaz (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in distribuidora-eficaz. This includes choosing which data fields go into which fields of distribuidora-eficaz, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and distribuidora-eficaz 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 distribuidora-eficaz. 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.
Learn MoreAbout distribuidora-eficaz
Distribuidora Eficaz is a specialist ERP system for order and inventory management.
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