Connect Portfolio Manager and NiftyImages to Build Intelligent 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.
New Map
Trigger when new map image is created.
New Countdown Timer
Triggers when new countdown image is created.
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 Niftyimages Integrations
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Frequently Asked Questions
To start, connect both your Portfolio Manager and NiftyImages accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in NiftyImages (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in NiftyImages. This includes choosing which data fields go into which fields of NiftyImages, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and NiftyImages 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 NiftyImages. 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 NiftyImages
NiftyImages is a powerful tool for creating personalized and dynamic images for your email marketing campaigns. Enhance your user experience with real-time image personalization and dynamic content that engages your audience.
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