Connect Sigma Computing and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sigma Computing
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 Sigma Computing and Portfolio Manager automations
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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 Sigma Computing integrations.
List Account Types
Retrieve all Sigma account types with their IDs, names, and descriptions.
Create team
Create a new team and optionally add a description, members, a team folder, and set visibility (public or private).
Create workbook
Create a new workbook in a folder and optionally set its owner and description.
List Datasets
Retrieve all datasets available in your Sigma Computing account.
List All Connections
Retrieve all configured data connections (id, name, and type).
Create file in Sigma
Create a new workspace, folder, or workbook in Sigma.
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Frequently Asked Questions
To start, connect both your Sigma Computing and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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 Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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