Connect Miro and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
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 Miro and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card
Triggers when a new card is created.
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.
Do thisActions
Action is the task that follows automatically within your Miro integrations.
Get Boards
Get a list of boards using filters and sorting.
Get All Frames
Retrieves all frames from a Miro board.
Create Board
Create a new board
Copy Board
Create a duplicate of an existing board.
Create Card
Creates a new card on a Miro board.
Update Board
Update an existing Miro board by its ID — change its name, description, image, and sharing/permission settings.
Know More About Miro and Liquid Planner Classic Integrations
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Step by step guides to integrate Miro and Portfolio Manager
Frequently Asked Questions
To start, connect both your Miro and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Miro triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Miro 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.
The data sync between Miro and Portfolio Manager 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 Miro 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 Miro
Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
