Integrations Livestorm Portfolio Manager

Livestorm + Portfolio Manager

Connect Livestorm and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

When this happens...

New Registrant
Registrant Attended
Registrant Didn't Attend
Registrant Watched Reply
Session Created
Session Started
Session Ended
New Event
Event Published
Job Ended

Choose an Action

Automatically do this!

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
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task

Ready to use Livestorm and Portfolio Manager 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 Registrant

Triggers when a new participant register for an Event

Registrant Attended

Triggers when a registrant attended an Event Session that just ended

Registrant Didn't Attend

Triggers when a registrant didn't attend an Event Session that just ended

Registrant Watched Reply

Triggers when a registrant has watched an replay of an Event Session

Session Created

Triggers when a session is created

Session Started

Triggers when an Event Session starts

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

Create Session

Create an Event Session

Remove Session

Deletes a Session

Remove Registrant

Remove someone from a session

Remove Event

Delete an event

Update an Event

Partially Update an Event

Update an Session

Partially update a session

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

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

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

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

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

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

The data sync between Livestorm and Portfolio Manager 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 Livestorm to Portfolio Manager?

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 Livestorm and Portfolio Manager?

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

Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.

Webinars

Learn More

About Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

Project Management

Learn More

Connect Livestorm and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Livestorm and Portfolio Manager 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 Registrant

Registrant Attended

Registrant Didn't Attend

Registrant Watched Reply

Session Created

Session Started

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

Create Session

Remove Session

Remove Registrant

Remove Event

Update an Event

Update an Session

We'll help you get started

Know More About Livestorm and Liquid Planner Classic 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 Livestorm

About Portfolio Manager

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

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Company

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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 Livestorm integrations.