Connect Portfolio Manager and Sovos 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!
- Request a new Action for Sovos
Enable Integrations or automations with these events of Portfolio Manager and Sovos
Enable Integrations or automations with these events of Portfolio Manager and Sovos
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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Frequently Asked Questions
To start, connect both your Portfolio Manager and Sovos accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Sovos (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Sovos. This includes choosing which data fields go into which fields of Sovos, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Sovos 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 Sovos. 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 Sovos
Sovos is a leading provider of software solutions that help businesses navigate the complexities of tax compliance and reporting. With a focus on simplifying the tax process, Sovos offers a comprehensive suite of tools designed to ensure compliance with global tax regulations, streamline tax reporting, and reduce the risk of audits. Their solutions cater to a wide range of industries, providing businesses with the confidence to manage their tax obligations efficiently.
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