Connect Telegram and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Arrives
New Image Arrives
New Update's
New Image or Message Sent to Bot
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.
New Message Arrives
Runs when new message arrives.
New Image Arrives
Runs when new image arrives
New Update's
Triggers when a new update is sent or received on the channel to the bot.
New Image or Message Sent to Bot
Runs when new image or message is sent to the bot.
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 Telegram integrations.
Send Telegram Message
Send text, media, location, contact, poll, or album messages to a Telegram chat, optionally with buttons for recipients.
Send Reply To Message
Sends a reply to a specific message in a Telegram chat.
Send a Photo
Send a photo from your bot.
Get Member Count
Get total number of member present in a channel.
List Messages
Get a list of messages.
Get A File
Retrieve a file detail.
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Frequently Asked Questions
To start, connect both your Telegram and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Telegram triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Telegram 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 Telegram 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 Telegram 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 Telegram
Bots on Telegram are small applications that run entirely within the platform and can be designed to support any kind of task or service.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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