Integrations Portfolio Manager RippleMatch
Portfolio Manager + RippleMatch

Connect Portfolio Manager and RippleMatch to Build Intelligent Automations

Choose a Trigger

Portfolio Manager

When this happens...

Choose an Action

RippleMatch

Automatically do this!

Enable Integrations or automations with these events of Portfolio Manager and RippleMatch

Enable Integrations or automations with these events of Portfolio Manager and RippleMatch

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 RippleMatch?

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

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

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

How often does the data sync between Portfolio Manager and RippleMatch?

The data sync between Portfolio Manager and RippleMatch 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 RippleMatch?

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 RippleMatch?

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

About RippleMatch

RippleMatch is a platform designed to simplify the job search process for students and recent graduates by using advanced technology to match them with potential employers. It aims to streamline the recruitment process by providing personalized job recommendations and facilitating connections between job seekers and companies.

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