Connect Squarespace and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product
New Contact Is Added
Contact Is Updated
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 Squarespace and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggers when new product is created.
New Contact Is Added
Runs when new contact is added
Contact Is Updated
Runs when contact is updated
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.
Do thisActions
Action is the task that follows automatically within your Squarespace integrations.
Create Product with Variant
Create product with a variant
Retrieve all inventory
Retrieve all the inventories.
Create or Update Contact
Create or update a contact
Query Contact
Enter action Description Here
Update Product Stock
Set or adjust variant stock
Add New Address To Contact
Add new address to contact
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Frequently Asked Questions
To start, connect both your Squarespace and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Squarespace triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Squarespace 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 Squarespace 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 Squarespace 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 Squarespace
Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
