Connect Portfolio Manager and LinkedIn 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 a linkedin image post
Get an Organization
Create a linkedin Article or URL post
Create a linkedin video post
Reply to a Comment
Like On a Linkedin Post
Create Like on comments
Get All Comments on Company Post
Get all Post on Company Page
Create a Comment On Company Page Post
Get Profile Details
Get Others Member Profile Details
Create reply on Comment of Users Post
Delete the Comment on a Post
Get All Comments on Users Post
Get all Replies on a Comment
Create Linkedin Image Post by company
Create a like on user's post
Ready to use Portfolio Manager and LinkedIn 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.
Recent Post Comments
Fetch recent comments for one or more LinkedIn posts within the past N minutes (default 15), returning the newest comments first.
New Post in Company Page
Triggers when a new post is made on a company page you follow.
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.
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Frequently Asked Questions
To start, connect both your Portfolio Manager and LinkedIn accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in LinkedIn (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in LinkedIn. This includes choosing which data fields go into which fields of LinkedIn, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and LinkedIn 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 LinkedIn. 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 LinkedIn
LinkedIn is a professional networking platform that allows users to connect with colleagues, discover job opportunities, and share industry insights.
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