Connect Portfolio Manager and Spacebring 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 Booking
Find Company
Create Company
Create Subscription Company
Create Visit
Create Feed Post
Creates subscription for a user
Create Membership
Delete Membership
Delete Booking
Create Support Ticket
Create Shop Category
Create Invoice
Create Event
Create Benefit
Update Visit
Update Membership
Update Support Ticket Type
Create Benefit Category
Update Benefit Category
Delete Visit
Update Company
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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 Company
Trigger when company
New Membership
Trigger when membership 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 Spacebring Integrations
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Frequently Asked Questions
To start, connect both your Portfolio Manager and Spacebring accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Spacebring (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Spacebring. This includes choosing which data fields go into which fields of Spacebring, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Spacebring 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 Spacebring. 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 Spacebring
Spacebring is the fastest coworking space management software designed to streamline operations, save time, and increase customer loyalty. By automating booking, invoicing, and other admin tasks, Spacebring saves coworking operators 15–20 hours per week, and allows them to focus on what matters most—growing their business. The branded web portal and mobile app provide a nimble, seamless, and professional experience that keeps members engaged and satisfied.
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