Connect Toodledo and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Notes Added to Folder
New Task Created
New Task Created In Folder
Task Is Completed
Task Is Starred
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 Toodledo and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Notes Added to Folder
Triggers when a new note is added to the folder you choose.
New Task Created
Runs when new task is created in Toodledo.
New Task Created In Folder
Runs when a new task is created in the specified folder.
Task Is Completed
Runs when a task is marked completed.
Task Is Starred
Runs when task is starred.
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 Toodledo integrations.
List Tasks
List tasks from your account.
List Notes
Retrieve notes from Toodledo, optionally filtered by date range or folder.
Create Outline
Adds a new outline to your Toodledo account.
Create Task
Add a new task with title, notes, due date/time, reminders, tags, priority, goal, location, and repeat.
Delete Tasks by IDs
Permanently delete up to 50 tasks by their IDs.
Create Note
Create a new note and optionally add it to a folder.
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Frequently Asked Questions
To start, connect both your Toodledo and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Toodledo triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Toodledo 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 Toodledo 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 Toodledo 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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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