Connect StoreHippo and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
New User Enquiry
New User
New Order
User 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 StoreHippo and Portfolio Manager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Trigger when new product is created.
New User Enquiry
Trigger when a new user enquiry.
New User
Trigger when new user is created.
New Order
Triggers when there's a new order.
User Updated
Trigger when user is updated.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your StoreHippo integrations.
Add Enquiry
Creates a new enquiry in store-hippo system
Add Product
Adds a new product in storehippo system
Add User
Add a new User in Storehippo system
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 StoreHippo and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in StoreHippo triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how StoreHippo 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 StoreHippo 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 StoreHippo 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 StoreHippo
StoreHippo is a comprehensive e-commerce platform designed to help businesses create, manage, and scale their online stores with ease. It offers a wide range of features including customizable themes, mobile-ready designs, multi-currency support, and integrated marketing tools.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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