
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
Triggers when a project is created or updated in LiquidPlanner Classic.
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Action is the task that follows automatically within your OpsGenie integrations.
Create user request is used to add new users in Opsgenie.
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Create a comment on a specified item in a LiquidPlanner workspace.
Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.
Add a note to a specific item in a LiquidPlanner Classic workspace.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your OpsGenie and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in OpsGenie triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how OpsGenie 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 OpsGenie 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 OpsGenie 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.
OpsGenie is a modern incident management and alerting platform designed to ensure that critical incidents are addressed promptly and efficiently. It integrates seamlessly with various monitoring, ticketing, and collaboration tools to provide a comprehensive solution for managing and responding to incidents.
Learn MoreLiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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