Connect Portfolio Manager and Phone.com to Build Intelligent Automations
Enable Integrations or automations with these events of Portfolio Manager and Phone.com
Enable Integrations or automations with these events of Portfolio Manager and Phone.com
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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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Portfolio Manager and Phone.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Phone.com (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Phone.com. This includes choosing which data fields go into which fields of Phone.com, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Phone.com 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 Phone.com. 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.
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About Phone.com
Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.
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