Integrations Portfolio Manager growth-hound
Portfolio Manager + growth-hound

Connect Portfolio Manager and growth-hound to Build Intelligent Automations

Choose a Trigger

Portfolio Manager

When this happens...

Choose an Action

growth-hound

Automatically do this!

Enable Integrations or automations with these events of Portfolio Manager and growth-hound

Enable Integrations or automations with these events of Portfolio Manager and growth-hound

Triggers

New or Changed Comment

New or Changed Comment

Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.

New or Changed Task

New or Changed Task

Triggers when a task is created or updated in your LiquidPlanner Classic workspace.

New or Changed Project

New or Changed Project

Triggers when a project is created or updated in LiquidPlanner Classic.

New or Changed Package

New or Changed Package

Fires when a package is created or updated in your LiquidPlanner Classic workspace.

Request a new Trigger for Portfolio Manager

Actions

Create an Event

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 Folder

Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

Add Comment to an Item

Add Comment to an Item

Create a comment on a specified item in a LiquidPlanner workspace.

Create a Milestone

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

Create a Note for an Item

Add a note to a specific item in a LiquidPlanner Classic workspace.

Create a Link for an Item

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

How do I start an integration between Portfolio Manager and growth-hound?

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

Can we customize how data from Portfolio Manager is recorded in growth-hound?

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

How often does the data sync between Portfolio Manager and growth-hound?

The data sync between Portfolio Manager and growth-hound 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 growth-hound?

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 growth-hound?

Yes, you can set conditional logic to control the flow of data between Portfolio Manager and growth-hound. 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.

Portfolio Manager

About Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

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growth-hound

About growth-hound

Growth Hound is a growth management intelligence tool to organize, implement, and measure your growth process and build your growth engine.

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