Connect Agendor and Portfolio Manager
Integrate Agendor with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task for Deal in Agendor for the deal when New or Changed Comment in Liquid-planner-classic
Create Task for Organization in Agendor for the organization when New or Changed Comment in Liquid-planner-classic
Create Task for Person in Agendor when New or Changed Comment in Liquid-planner-classic
Update a Deal in Agendor when New or Changed Comment in Liquid-planner-classic
Get Deal Details from Agendor when New or Changed Comment in Liquid-planner-classic
Popular Agendor + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Agendor
When this happens...
New Activity
Deal Won
Update Deal
Update Organization
Update Person
New Deal
New Person
New Organization
Deal Lost
Deal Stage Updated
Deal Deleted
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 Task for Deal in Agendor for the deal when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Task for Organization in Agendor for the organization when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Task for Person in Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate a Deal in Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowGet Deal Details from Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Deal for an Organization or Person in Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Or Update Person in Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowGet Deals for a Person from Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowGet People from Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Person in Agendor when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Agendor and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
New Deal
Triggers when new deal is created.
Do thisActions
Action is the task that follows automatically within your Agendor integrations.
Create Task for Deal
Create a task for a deal
Create Task for Organization
Create organization task
Create Task for Person
Add a task to a person.
Update a Deal
Update a deal using its ID
Get Deal Details
Get details for a deal by ID
Create Deal for an Organization or Person
Create a new deal for an organization by org id.
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 Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
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 Agendor 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 Agendor 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 Agendor triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Agendor. 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 Agendor and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agendor 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.
