Connect Bitrix24 CRM and Portfolio Manager
Integrate Bitrix24 CRM with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Dependency in Liquid-planner-classic when Deal Trigger in Bitrix24 CRM
Add Comment to an Item in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Create a Milestone in LiquidPlanner Classic when Contact Trigger in Bitrix24 CRM
Create a Note for an Item in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Create a Link for an Item in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Popular Bitrix24 CRM + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Bitrix24 CRM
When this happens...
Deal Trigger
Contact Trigger
Company Trigger
Lead Trigger
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 Dependency in Liquid-planner-classic when Deal Trigger in Bitrix24 CRM
Use this flowAdd Comment to an Item in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Use this flowCreate a Milestone in LiquidPlanner Classic when Contact Trigger in Bitrix24 CRM
Use this flowCreate a Note for an Item in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Use this flowCreate a Link for an Item in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Use this flowCreate a Package in LiquidPlanner Classic when Contact Trigger in Bitrix24 CRM
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Use this flowSend Start Timer in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Use this flowCreate partial day event in LiquidPlanner Classic when Contact Trigger in Bitrix24 CRM
Use this flowSend Clear Timer in Liquid-planner-classic when Contact Trigger in Bitrix24 CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Bitrix24 CRM and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Deal Trigger
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Contact Trigger
Triggers when contact is created, updated, deleted or any other actions perform on contact.
Company Trigger
Triggers when company is created, updated, deleted or any other actions perform on company.
Lead Trigger
Triggers when Lead is created, updated, deleted or any other actions perform on Lead.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Bitrix24 CRM integrations.
Deal Action
Creates Or Update Deal
Deal Search
Search for deals by filters
Lead Search
Search for leads by filters
Contact Search
Search for contacts by filters
Quote Search
Search for quotes by filters
Company Search
Search for companies by filters
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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From idea to automation.
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 Bitrix24 CRM
Bitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
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 Bitrix24 CRM 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 Bitrix24 CRM 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 Bitrix24 CRM triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Bitrix24 CRM. 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 Bitrix24 CRM and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bitrix24 CRM 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.
