Integrations Portfolio Manager MealPro App
Portfolio Manager + MealPro App

Connect Portfolio Manager and MealPro App to Build Intelligent Automations

Choose a Trigger

Portfolio Manager

When this happens...

Choose an Action

MealPro App

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Enable Integrations or automations with these events of Portfolio Manager and MealPro App

Enable Integrations or automations with these events of Portfolio Manager and MealPro App

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 MealPro App?

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

Can we customize how data from Portfolio Manager is recorded in MealPro App?

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

How often does the data sync between Portfolio Manager and MealPro App?

The data sync between Portfolio Manager and MealPro App 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 MealPro App?

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 MealPro App?

Yes, you can set conditional logic to control the flow of data between Portfolio Manager and MealPro App. 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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MealPro App

About MealPro App

MealPro App is a white-label and meal planning tool that allows you to share custom-branded plans and recipes with your clients and community, without writing a line of code.

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