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Portfolio Manager + Slack

Connect Portfolio Manager and Slack 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!

Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a Message as a Thread
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Messages from Slack
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Email
Get User Complete Profile Details by ID

Ready to use Portfolio Manager and Slack automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

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 Message on a Channel

Triggers when new message was sent in a channel

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

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.

We'll help you get started

Our team is all set to help you!

Know More About Liquid Planner Classic and Slack Integrations

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How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

Step by step guides to integrate Portfolio Manager and Slack

Frequently Asked Questions

How do I start an integration between Portfolio Manager and Slack?

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

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

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

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

The data sync between Portfolio Manager and Slack 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 Slack?

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 Slack?

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

Project Management

Learn More

About Slack

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

communication and collaboration tools.Notifications

Learn More

Connect Portfolio Manager and Slack to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Portfolio Manager and Slack automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Task

New or Changed Project

New or Changed Package

New Message on a Channel

New User Joined or Updated in Your Org

Do thisActionsAction is the task that follows automatically within your Portfolio Manager integrations.

Create an Event

Create Folder

Add Comment to an Item

Create a Milestone

Create a Note for an Item

Create a Link for an Item

We'll help you get started

Know More About Liquid Planner Classic and Slack Integrations

Integrating Typeform and Slack for Seamless Communication

How to Integrate HubSpot Forms with Slack for Instant Alerts

How viaSocket Works | A Complete Guide

Step by step guides to integrate Portfolio Manager and Slack

Frequently Asked Questions

About Portfolio Manager

About Slack

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

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Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Portfolio Manager integrations.