Connect Portfolio Manager and Timelink 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!
List All Projects
List All Clients
Create Client
Get Client
Update Client
Delete Client
Create Project
Get a Project
Delete Project
Update Project
List Services
Create Service
Get a Service
Delete Service
Update Service
Create User
List Users
Get a User
Delete User
Update User
Create Time Entry
Update Time Entry
List Time Entry
Get a Time Entry
Delete Time Entry
Ready to use Portfolio Manager and Timelink automations
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 Project
Triggers when a new project is created.
New Client
Triggers when a new client 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 Timelink Integrations
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Frequently Asked Questions
To start, connect both your Portfolio Manager and Timelink accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Timelink (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Timelink. This includes choosing which data fields go into which fields of Timelink, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Timelink 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 Timelink. 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 Timelink
Timelink is a comprehensive time tracking and management tool designed to help individuals and teams efficiently manage their time and tasks. With features like time logging, project tracking, and detailed reporting, Timelink ensures that users can optimize their productivity and meet deadlines effectively.
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