Integrations Webshipper Portfolio Manager

Webshipper + Portfolio Manager

Connect Webshipper and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

When this happens...

New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted

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 Webshipper and Portfolio Manager automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Order

Trigger's when an order is created.

Order Updated

Trigger's when an order is updated.

Order Deleted

Trigger's when an order is deleted.

Shipment Created

Trigger's when a new shipment is created.

Shipment Updated

Trigger's when a shipment is updated.

Shipment Deleted

Trigger's when a shipment was deleted.

Do thisActions
Action is the task that follows automatically within your Webshipper integrations.

Create a User

Create a new user.

Update an User

Update an user by user email.

Delete a User

Delete an user by email address.

Create an Event

Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.

Create Folder

Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

Add Comment to an Item

Create a comment on a specified item in a LiquidPlanner workspace.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Webshipper 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 Webshipper and Portfolio Manager?

The data sync between Webshipper 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 Webshipper 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 Webshipper and Portfolio Manager?

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

Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.

eCommerce

Learn More

About Portfolio Manager

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

Project Management

Learn More

Connect Webshipper and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Webshipper and Portfolio Manager automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Order

Order Updated

Order Deleted

Shipment Created

Shipment Updated

Shipment Deleted

Do thisActionsAction is the task that follows automatically within your Webshipper integrations.

Create a User

Update an User

Delete a User

Create an Event

Create Folder

Add Comment to an Item

We'll help you get started

Know More About Webshipper and Liquid Planner Classic Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Webshipper

About Portfolio Manager

For SaaS

For AI Agent Builders

Support

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MCP

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AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Webshipper integrations.