Connect Supabase and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Watch Row Events
Projects 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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Watch Row Events
Trigger when a new row is inserted, updated, deleted.
Projects Created
Triggers when a new project is created in supabase.
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 Supabase integrations.
Add A Row To Table
Add a new row to a selected table in your Supabase project.
List All Projects
Returns a list of your Supabase projects. Optionally filter by organization.
Delete Project
Deletes the given project by its reference.
Create Supabase Project
Create a new Supabase project with a name, database password, and organization. Optionally pick region, instance size, or a template.
Run PostgreSQL query
Run a PostgreSQL query to retrieve or update data in the selected Supabase project.
Get All Rows From Table
Show all rows from the selected table in your Supabase project.
Know More About Supabase and Liquid Planner Classic Integrations
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Frequently Asked Questions
To start, connect both your Supabase and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Supabase triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Supabase 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 Supabase 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 Supabase 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 Supabase
Supabase is an open-source backend-as-a-service platform that provides developers with a suite of tools to build, deploy, and manage applications. It offers features like real-time databases, authentication, and storage, making it a comprehensive solution for modern app development.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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