Connect TimeLive and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New User/Employee
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 Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New User/Employee
Triggers when a New User/Employee is created.
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 TimeLive integrations.
Create a User/Employee
Creates a New Create a User/Employee is created.
Create a Client
Create a new client.
Create a Department
Create a new department.
Update an User/Employee
Triggers when an existing user/employee is updated.
Delete an Employee
Delete employee by ID.
Delete a Client
Delete client by ID.
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Frequently Asked Questions
To start, connect both your TimeLive and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeLive triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how TimeLive 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 TimeLive 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 TimeLive 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 TimeLive
TimeLive is a web-based time tracking solution that offers features such as timesheets, project management, employee attendance, and expense tracking. It enables businesses to efficiently manage their workforce's time and productivity.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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