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Integrations Portfolio Manager Facebook Messenger

Portfolio Manager + Facebook Messenger

Connect Portfolio Manager and Facebook Messenger 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!

Send Message from Page
Send Receipt Template
Set Messenger Welcome Screen
Set Ice Breakers
Set Persistent Menu
Set Sender Actions
Send Generic Template
Get Messenger Profile Fields Details
Delete Messenger Profile Fields

Ready to use Portfolio Manager and Facebook Messenger automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

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.

New Message Sent to Page

Triggered when a new message is received from a user on Facebook Messenger sent from page.

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 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.

We'll help you get started

Our team is all set to help you!

Know More About Liquid Planner Classic and Facebook_messenger Integrations

How viaSocket Works | A Complete Guide

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

Know more

5 Simple Automation Hacks to Make Your Team Free

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

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Portfolio Manager and Facebook Messenger?

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

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

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

How often does the data sync between Portfolio Manager and Facebook Messenger?

The data sync between Portfolio Manager and Facebook Messenger 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 Facebook Messenger?

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 Facebook Messenger?

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

Project Management

Learn More

About Facebook Messenger

Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.

Communication Social Media Accounts

Learn More

Connect Portfolio Manager and Facebook Messenger to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Portfolio Manager and Facebook Messenger automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Task

New or Changed Project

New or Changed Package

New Message Sent to Page

Do thisActionsAction is the task that follows automatically within your Portfolio Manager integrations.

Create an Event

Create Folder

Add Comment to an Item

Create a Milestone

Create a Note for an Item

Create a Link for an Item

We'll help you get started

Know More About Liquid Planner Classic and Facebook_messenger Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Portfolio Manager

About Facebook Messenger

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

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Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Portfolio Manager integrations.