Connect Clockodo and Portfolio Manager
Integrate Clockodo with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Clockodo when New or Changed Comment in Liquid-planner-classic
Create time entry in Clockodo when New or Changed Comment in Liquid-planner-classic
List customers from Clockodo when New or Changed Comment in Liquid-planner-classic
Create Project in Clockodo when New or Changed Comment in Liquid-planner-classic
Create Service in Clockodo when New or Changed Comment in Liquid-planner-classic
Popular Clockodo + Portfolio Manager flows
Start from a real workflow other teams are already running.
Create Customer in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate time entry in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowList customers from Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Project in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Service in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate SubProject in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowList all projects from Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate User in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate time off in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate a customer in Clockodo when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Clockodo and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
New or Changed Package
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Clockodo integrations.
Create Customer
Add a new customer with billing and status details and an optional note.
Create time entry
Add a work time entry with start and end times, project, customer, and billing details.
List customers
Retrieve all customers in your account.
Create Project
Create a customer project with optional dates, budget, and billing settings to track time and costs.
Create Service
Creates a new service.
Create SubProject
Create a subproject in a project with a name, billing, budget, and optional notes.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Clockodo and Portfolio Manager free
No credit card required. Set up your first workflow in minutes.
About Clockodo
Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
Learn more
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clockodo 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 Clockodo 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 Clockodo triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Clockodo. 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 Clockodo and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clockodo 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.
