Connect Wordpress and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post Created
Post Updated
New Comments
Post Deleted
Post Trash
New User Created
User Logs In
User Updates Profile
User 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 Wordpress and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post Created
Trigger when a new post is created.
Post Updated
Trigger when a specified post updated.
New Comments
Trigger when a new comment posted.
Post Deleted
Trigger when a post is deleted.
Post Trash
Trigger when a specified post is trashed.
New User Created
Trigger when a new user created.
Do thisActions
Action is the task that follows automatically within your Wordpress integrations.
Create Post
Create a new post in Wordpress.
Find Posts
Search and retrieve posts from your WordPress site using filters like keywords, author, category, or date.
Create New User
Creates a new user in WordPress.
Update User
Update an existing user in WordPress.
Delete an User
Delete an existing user by its ID in WordPress.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
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Frequently Asked Questions
To start, connect both your Wordpress and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Wordpress triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Wordpress 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 Wordpress 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 Wordpress 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 Wordpress
WordPress is a free and open-source content management system (CMS) based on PHP & MySQL. Features include a plugin architecture and a template system, referred to inside WordPress as Themes.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
