Integrations Portfolio Manager Zoho Connect

Portfolio Manager + Zoho Connect

Connect Portfolio Manager and Zoho Connect 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!

Add Member to Group
Create Private Task
Create Task in Board
Create Status
Invite User to Network
Create Event

Ready to use Portfolio Manager and Zoho Connect 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 Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

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 Announcement

Triggers when a new Announcement is added.

New Status

Triggers when a new status is added.

Request a new Trigger for Portfolio Manager

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 Zoho Connect Integrations

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

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Portfolio Manager and Zoho Connect?

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

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

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

How often does the data sync between Portfolio Manager and Zoho Connect?

The data sync between Portfolio Manager and Zoho Connect 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 Zoho Connect?

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 Zoho Connect?

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

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

Team Chat Zoho

Learn More

Connect Portfolio Manager and Zoho Connect to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Portfolio Manager and Zoho Connect automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

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 Announcement

New Status

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 Zoho Connect Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Portfolio Manager

About Zoho Connect

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Support

Automation Experts

MCP

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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.