Integrations Veshort Portfolio Manager
Veshort + Portfolio Manager

Connect Veshort and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

Veshort

When this happens...

Choose an Action

Portfolio Manager

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Ready to use Veshort and Portfolio Manager automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Short Link Created

New Short Link Created

Triggers when a new short link is created in your Veshort account.

Any Short Link Clicked

Any Short Link Clicked

Triggers when any short link is clicked and captures the visitor's country, browser, device, and referrer.

Specific Short Link Clicked

Specific Short Link Clicked

Runs when the selected short link is clicked and captures the visitor's country, browser, device, and referrer.

New or Changed Comment

New or Changed Comment

Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.

New or Changed Task

New or Changed Task

Triggers when a task is created or updated in your LiquidPlanner Classic workspace.

New or Changed Project

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 Veshort integrations.

Create Short Link

Create Short Link

Creates a short, branded link from a long URL with tracking and optional customization.

Get Short Link Details

Get Short Link Details

Get detailed information and analytics for a short link by using Link ID.

Update Short Link

Update Short Link

Update an existing short link to modify its destination URL, alias, expiration, or targeting settings.

Delete Short Link

Delete Short Link

Delete an existing short link using its link ID.

List Short Links

List Short Links

Lists your short links and lets you search, sort, and view more pages.

List QR Codes

List QR Codes

Lists your QR codes with scan counts and creation dates.

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Frequently Asked Questions

How do I start an integration between Veshort and Portfolio Manager?

To start, connect both your Veshort and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Veshort triggers actions in Portfolio Manager (or vice versa).

Can we customize how data from Veshort is recorded in Portfolio Manager?

Absolutely. You can customize how Veshort 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.

How often does the data sync between Veshort and Portfolio Manager?

The data sync between Veshort and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Veshort to Portfolio Manager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Veshort and Portfolio Manager?

Yes, you can set conditional logic to control the flow of data between Veshort 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.

Veshort

About Veshort

Veshort is an all-in-one link management platform to shorten URLs, create QR codes, and track performance. Automate workflows, monitor clicks, and optimize your marketing with real-time analytics.

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Portfolio Manager

About Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

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