Connect Portfolio Manager and Khan Academy: Financial Literacy 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!
- Request a new Action for Khan Academy: Financial Literacy
Enable Integrations or automations with these events of Portfolio Manager and Khan Academy: Financial Literacy
Enable Integrations or automations with these events of Portfolio Manager and Khan Academy: Financial Literacy
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Portfolio Manager and Khan Academy: Financial Literacy accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Khan Academy: Financial Literacy (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Khan Academy: Financial Literacy. This includes choosing which data fields go into which fields of Khan Academy: Financial Literacy, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Khan Academy: Financial Literacy 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 Khan Academy: Financial Literacy. 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 Khan Academy: Financial Literacy
Khan Academy: Financial Literacy is a free online learning program designed to help learners understand the fundamentals of personal finance. The course covers topics such as budgeting, saving, investing, credit, taxes, loans, and long-term financial planning. With engaging video lessons, interactive exercises, and real-world examples, it empowers students and adults alike to build strong money management skills for a secure financial future.
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