Connect Polar and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product
Product Updated
Customer Created
Customer Updated
Customer Deleted
Checkout Created
Checkout Updated
Order Created
Benefit Created
Benefit Updated
Customer State Changed
Order Paid
Order Updated
New Subscription
Subscription Updated
Subscription Canceled
Refund Created
Order Refunded
Organization Updated
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 Polar and Portfolio Manager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggered when a new product is created in Polar.
Product Updated
Triggers when a product is updated.
Customer Created
Triggers when a new customer is created.
Customer Updated
Trigger When customer is updated.
Customer Deleted
Triggera when a customer is deleted.
Checkout Created
Trigger when a new checkout is created.
Do thisActions
Action is the task that follows automatically within your Polar integrations.
Create a Product
Create a new product in Polar.
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.
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Frequently Asked Questions
To start, connect both your Polar and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Polar triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Polar 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 Polar 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 Polar 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 Polar
Polar is a comprehensive platform designed to streamline and enhance the process of managing and analyzing data. It offers tools for data visualization, collaboration, and insights generation, making it an essential tool for businesses and teams looking to leverage data for informed decision-making.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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