Connect ShopBase and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
New Order Is Created
Product Updated
New Customer Created
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 ShopBase and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Runs when new Product is created
New Order Is Created
Runs when New Order Is Created
Product Updated
Runs when product is updated
New Customer Created
Runs when new customer created
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.
Do thisActions
Action is the task that follows automatically within your ShopBase integrations.
Create Order
Add an order to your store.
Create Product
Create a product with variants
Create Product Variant
Add variant with price and SKU
Upload Product Image
Upload an image to a product
Update Product
Update a product's title and add one or more images.
Get Shop Details
Get connected store details
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Frequently Asked Questions
To start, connect both your ShopBase and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
