Connect Sarvam AI and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sarvam AI
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 Sarvam AI and Portfolio Manager automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Sarvam AI integrations.
Translate Text
Converts text from one language to another while preserving its meaning.
Identify Language
Identifies the language and script of the input text, supporting multiple languages.
Transliterate Text
Converts text from one script to another while preserving the original pronunciation.
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.
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Frequently Asked Questions
To start, connect both your Sarvam AI and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Sarvam AI triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Sarvam AI 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 Sarvam AI 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 Sarvam AI 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 Sarvam AI
Sarvam AI is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions across various industries. It offers tools and services that enhance productivity, automate processes, and deliver insightful analytics, making it an essential resource for businesses looking to integrate AI into their operations.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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