Connect Recruitee and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Candidates
New Offers
New Location
Update Offers
Update Candidate
Update Location
Candidate Moved to Stage
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 Recruitee and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Candidates
Triggers when new candidate is created.
New Offers
Triggers when new offer is created.
New Location
Triggers when new location is created.
Update Offers
Triggers when an existing offer is updated.
Update Candidate
Retrieve candidates from Recruitee that were updated within the recent time window (default 15 minutes).
Update Location
Triggers when an existing location is updated.
Do thisActions
Action is the task that follows automatically within your Recruitee integrations.
Get a Task
Fetch a specific candidate task from Recruitee, returning its title, completion status, timestamps, and related candidate info.
Add Tag to Candidate
Add one or more tags to a Recruitee candidate to label and organize them for easier search and filtering.
Add a Note to Candidate
Add a Note to Candidate
Create Candidate
Add a new candidate to Recruitee with name, contact details, optional links and cover letter, and attach them to a specified job offer.
Update Candidate
Update a candidate's profile in Recruitee for a specified company — modify name, emails, phones, social links, links, and cover letter.
Delete Candidate
Permanently delete a candidate from your Recruitee account using the candidate ID.
Know More About Recruitee and Liquid Planner Classic Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your Recruitee and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Recruitee triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Recruitee 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 Recruitee 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 Recruitee 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 Recruitee
Recruitee is a collaborative hiring platform that combines candidate management and ATS features. It helps teams streamline their recruitment processes, enhance candidate experience, and effectively manage talent with its intuitive interface and powerful tools.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
