Connect Contacts+ and Portfolio Manager
Integrate Contacts+ 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 Contact Is Created in Contacts
Create Folder in LiquidPlanner Classic when Contact Is Created in Contacts
Add Comment to an Item in Liquid-planner-classic when Contact Is Created in Contacts
Create a Milestone in LiquidPlanner Classic when Contact Is Created in Contacts
Create a Note for an Item in Liquid-planner-classic when Contact Is Created in Contacts
Popular Contacts+ + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Contacts+
When this happens...
Contact Is Created
Contact Deleted
When a contact is updated
When a new tag is added
When a tag is deleted
Tag Updated
When a business card is transcribed
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 Contact Is Created in Contacts
Use this flowCreate Folder in LiquidPlanner Classic when Contact Is Created in Contacts
Use this flowAdd Comment to an Item in Liquid-planner-classic when Contact Is Created in Contacts
Use this flowCreate a Milestone in LiquidPlanner Classic when Contact Is Created in Contacts
Use this flowCreate a Note for an Item in Liquid-planner-classic when Contact Is Created in Contacts
Use this flowCreate a Link for an Item in Liquid-planner-classic when Contact Is Created in Contacts
Use this flowCreate a Package in LiquidPlanner Classic when Contact Is Created in Contacts
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when Contact Is Created in Contacts
Use this flowUpdate a Link in Liquid-planner-classic when Contact Is Created in Contacts
Use this flowSend Item Move After Command in Liquid-planner-classic when Contact Is Created in Contacts
Use this flowSupported Triggers & Actions
Everything you can automate between Contacts+ and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Do thisActions
Action is the task that follows automatically within your Contacts+ integrations.
Remove Tags From a Contact
Remove one or more tags from a contact.
Add a Note to a Contact
Add a note to a contact.
Create a Contact
Add a new contact with name, email, phone, address and other details.
Get Account Information
Fetches the authenticated user’s account information .
List My Teams
List the teams you are a member of.
Create Tag
Create a tag to label contacts
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
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
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 Contacts+ and Portfolio Manager free
No credit card required. Set up your first workflow in minutes.
About Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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 Contacts+ 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 Contacts+ 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 Contacts+ triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Contacts+. 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 Contacts+ and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contacts+ 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.
