Integrations Serper Portfolio Manager
Serper + Portfolio Manager

Connect Serper and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

Serper

When this happens...

Choose an Action

Portfolio Manager

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Comment

Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.

New or Changed Task

New or Changed Task

Triggers when a task is created or updated in your LiquidPlanner Classic workspace.

New or Changed Project

New or Changed Project

Triggers when a project is created or updated in LiquidPlanner Classic.

New or Changed Package

New or Changed Package

Fires when a package is created or updated in your LiquidPlanner Classic workspace.

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Do thisActions

Action is the task that follows automatically within your Serper integrations.

Search Google

Search Google

Performs a Google search and retrieves the top results.

Scrape Webpage

Scrape Webpage

Scrapes a webpage

Search Images

Search Images

Get images based on a query search.

Create an Event

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 Folder

Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

Add Comment to an Item

Add Comment to an Item

Create a comment on a specified item in a LiquidPlanner workspace.

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Frequently Asked Questions

How do I start an integration between Serper and Portfolio Manager?

To start, connect both your Serper and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Serper triggers actions in Portfolio Manager (or vice versa).

Can we customize how data from Serper is recorded in Portfolio Manager?

Absolutely. You can customize how Serper 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.

How often does the data sync between Serper and Portfolio Manager?

The data sync between Serper and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Serper to Portfolio Manager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Serper and Portfolio Manager?

Yes, you can set conditional logic to control the flow of data between Serper 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.

Serper

About Serper

Serper is a developer-centric platform designed to enhance and streamline the development process. It offers a suite of tools and services that cater to the needs of developers, providing efficient solutions for coding, testing, and deployment. With a focus on improving productivity and collaboration, Serper is an essential tool for modern software development teams.

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Portfolio Manager

About Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

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