Enable Integrations or automations with these events of Portfolio Manager and gust for accelerators
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.
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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To start, connect both your Portfolio Manager and gust for accelerators accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in gust for accelerators (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in gust for accelerators. This includes choosing which data fields go into which fields of gust for accelerators, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and gust for accelerators 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 gust for accelerators. 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 MoreGust is the world’s largest network connecting the early stage ecosystem, with tools for founders, accelerators, and investment organizations to create or find promising startups.
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