Connect Portfolio Manager and Shopify 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 Customer
Find a Customer
Create Order
Find Product Variant by Title
Get all Orders
Create Product
Update Customer
Find Order
Search Product byTitle
Find or Create customer
Update product variant
Get Order Status
Create Draft Order
Update Cart Item Quantity
Delete Cart Item
Add Discount Coupon Code
Remove Discount Code
Get the product Inventory Stock
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Shopify Product
Adjust Inventory Quantity
Ready to use Portfolio Manager and Shopify 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 Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order 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 Shopify Integrations
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Step by step guides to integrate Portfolio Manager and Shopify
Frequently Asked Questions
To start, connect both your Portfolio Manager and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Shopify (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Shopify 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 Shopify. 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 Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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