Connect WIX and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Response
New Blog Posted
Blog Post Deleted
Blog Category Created
Blog Category Updated
Booking Created
Booking Canceled
Booking Updated
Booking Policy Created
Booking Rescheduled
Booking Policy Deleted
Blog Category Deleted
Staff Member Updated
Resource Created
Service Category Created/Updated
Default Booking Policy Set
Staff Member Disconnected From User
Staff Member Fully Created
Resource Deleted
Staff Member Created
Resource Updated
Service Deleted
Staff Member Deleted
Booking Policy Updated
Service Created
Resource Type Updated
Service Updated
Staff Member Connected To User
Resource Type Deleted
Booking Declined
Resource Type Created
Category Deleted
Category Updated
Category Created
Order Canceled
Draft Order Deleted
Draft Order Updated
Tax Region Created
Order Transactions Details Updated
Draft Order Created
Order Approved
Checkout Template Created
Orders Settings Updated
Checkout Template Updated
Checkout Settings Updated
Discount Rule Updated
Tax Group Created
Checkout Template Used
Checkout Template Deleted
Discount Rule Created
Order Created
Tax Group Updated
Tax Region Deleted
Tax Group Deleted
Payment Status Updated
Order Updated
Inventory variants changed
Inventory tracking status changed
Customization Updated
Customization Deleted
Product created
Brand Deleted
Customization Created
Variant changed
Contact Created
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 Form Response
Triggers when a new form is submitted.
New Blog Posted
Triggers when a new blog post is published.
Blog Post Deleted
Triggers when a blog post deleted.
Blog Category Created
Triggers when a blog category crated.
Blog Category Updated
Triggers when a blog category updated.
Booking Created
Triggers when a Booking Created.
Do thisActions
Action is the task that follows automatically within your WIX integrations.
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.
Create a Milestone
Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.
Create a Note for an Item
Add a note to a specific item in a LiquidPlanner Classic workspace.
Create a Link for an Item
Attach a URL with display text to a specific item in a LiquidPlanner workspace.
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Frequently Asked Questions
To start, connect both your WIX and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in WIX triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how WIX 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 WIX 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 WIX 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 WIX
WIX is a leading cloud-based development platform that allows users to create stunning websites with ease. It offers a wide range of customizable templates and a user-friendly drag-and-drop editor, making it accessible for both beginners and professionals to build and manage their online presence.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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