Connect Ora and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment Added to Task
New Task
New Assignee Added to Task
Task Update
New Project
New Label Added to Task
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 Ora and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
New Assignee Added to Task
Triggers when a new assignee is added to task.
Task Update
Triggers when an existing task is updated in Ora.
New Project
Triggers when a new project is added.
New Label Added to Task
Triggers when a new label is added to task.
Do thisActions
Action is the task that follows automatically within your Ora integrations.
Create List
Creates a list.
Create Comment
Creates a comment.
Add Member to Card
Add Member to Card.
Create Schedule
Creates a Schedule.
Find Task
Finds a task.
Find Member
Finds a member.
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Frequently Asked Questions
To start, connect both your Ora and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Ora triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Ora 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 Ora 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 Ora 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 Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
