Connect Portfolio Manager and Farmbrite 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!
Create Contact
Create Product
Create Order
Create Climate Log
Create Task
Create Transaction
Remove Inventory
Add Inventory
List Animals
List Climate Gauges
List Climate Logs
List Contacts
List Crop Plantings
List Inventory Types
List Products
List Orders
List Activities
List Tasks
List Transactions
List Warehouses
Ready to use Portfolio Manager and Farmbrite automations
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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 Contact
Triggers when a new contact is created.
New Crop Treatment
Triggers when a new crop planting treatment is created
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.
Know More About Liquid Planner Classic and Farmbrite Integrations
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Frequently Asked Questions
To start, connect both your Portfolio Manager and Farmbrite accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Farmbrite (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Farmbrite. This includes choosing which data fields go into which fields of Farmbrite, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Farmbrite 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 Farmbrite. 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 Farmbrite
Farmbrite is a comprehensive farm management software designed to help farmers and agricultural businesses streamline their operations, manage resources, and improve productivity. It offers tools for crop planning, livestock management, financial tracking, and reporting, making it an essential platform for modern farming practices.
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