Connect ActiveCampaign and Portfolio Manager
Integrate ActiveCampaign with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when Updated Contact in ActiveCampaign
Create Folder in LiquidPlanner Classic when Updated Contact in ActiveCampaign
Add Comment to an Item in Liquid-planner-classic when Updated Contact in ActiveCampaign
Create a Milestone in LiquidPlanner Classic when Updated Contact in ActiveCampaign
Create a Note for an Item in Liquid-planner-classic when Updated Contact in ActiveCampaign
Popular ActiveCampaign + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
ActiveCampaign
When this happens...
Updated Contact
New Deal Task
New Deal Note
New Contact Added to List
New Campaign Open
New Campaign Starts Sending
Tag Added or Removed From Contact
New or Updated Contact
New Contact Task
New Contact Note
New or Updated Account
Deal Task Completed
New Campaign Link Click
New Deal Added or Updated
New Campaign Unsubscribe
New Contact
Choose an action
Portfolio Manager
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
Create an Event in LiquidPlanner Classic when Updated Contact in ActiveCampaign
Use this flowCreate Folder in LiquidPlanner Classic when Updated Contact in ActiveCampaign
Use this flowAdd Comment to an Item in Liquid-planner-classic when Updated Contact in ActiveCampaign
Use this flowCreate a Milestone in LiquidPlanner Classic when Updated Contact in ActiveCampaign
Use this flowCreate a Note for an Item in Liquid-planner-classic when Updated Contact in ActiveCampaign
Use this flowCreate a Link for an Item in Liquid-planner-classic when Updated Contact in ActiveCampaign
Use this flowCreate a Package in LiquidPlanner Classic when Updated Contact in ActiveCampaign
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when Updated Contact in ActiveCampaign
Use this flowUpdate a Link in Liquid-planner-classic when Updated Contact in ActiveCampaign
Use this flowSend Item Move After Command in Liquid-planner-classic when Updated Contact in ActiveCampaign
Use this flowSupported Triggers & Actions
Everything you can automate between ActiveCampaign and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
New Deal Note
Triggers when a new deal note is created.
New Contact Added to List
Triggers when a new contact is added to the list.
New Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
New Campaign Starts Sending
Triggers when a new campaign starts sending.
Do thisActions
Action is the task that follows automatically within your ActiveCampaign integrations.
Find a User
Find an existing user by its email address.
Find a Deal Task
Find an existing deal task by its task title and deal id.
Find a Deal
Find an existing deal by its title or email.
Find a Contact
Retrieve contact details using either the contact ID or email address.
Create Contact
Creates a new contact.
Create an Account
Create a new account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSimilar apps
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ActiveCampaign and Portfolio Manager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ActiveCampaign and Portfolio Manager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Portfolio Manager. No coding required.
Yes. You can set up a workflow where ActiveCampaign triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in ActiveCampaign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ActiveCampaign and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ActiveCampaign and Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
