Connect Portfolio Manager and Jotform 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 Form
List Forms
Create Submission
List Form Questions
Add Question
Ready to use Portfolio Manager and Jotform automations
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 Submission
Runs when a new submission is added to a specific form.
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 Jotform Integrations
7 Ways to Automate Jotform
Learn how viaSocket connects JotForm to 5,000+ apps to automate submissions, including Excel exports, Gmail alerts, Brevo subscribers, Notion entries, webhooks, Xero invoices, and Bitrix24 CRM updates.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
Step by step guides to integrate Portfolio Manager and Jotform
Frequently Asked Questions
To start, connect both your Portfolio Manager and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Jotform (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Jotform 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 Jotform. 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 Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn More
