Connect Demio and Portfolio Manager
Integrate Demio with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Register Attendee in Demio when New or Changed Comment in Liquid-planner-classic
List Event Date Participants from Demio when New or Changed Comment in Liquid-planner-classic
Get Event Details from Demio when New or Changed Comment in Liquid-planner-classic
List Events from Demio when New or Changed Comment in Liquid-planner-classic
Get Event Session Details from Demio when New or Changed Comment in Liquid-planner-classic
Popular Demio + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Demio
When this happens...
- Request a new Trigger for Demio
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
Register Attendee in Demio when New or Changed Comment in Liquid-planner-classic
Use this flowList Event Date Participants from Demio when New or Changed Comment in Liquid-planner-classic
Use this flowGet Event Details from Demio when New or Changed Comment in Liquid-planner-classic
Use this flowList Events from Demio when New or Changed Comment in Liquid-planner-classic
Use this flowGet Event Session Details from Demio when New or Changed Comment in Liquid-planner-classic
Use this flowRegister Attendee in Demio when New or Changed Task in Liquid-planner-classic
Use this flowList Event Date Participants from Demio when New or Changed Task in Liquid-planner-classic
Use this flowGet Event Details from Demio when New or Changed Task in Liquid-planner-classic
Use this flowList Events from Demio when New or Changed Task in Liquid-planner-classic
Use this flowGet Event Session Details from Demio when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Demio 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 Demio integrations.
Register Attendee
Registers an attendee for a Demio event or webinar and returns a unique join link for the registrant.
List Event Date Participants
Retrieves the list of participants for a specific Demio event session.
Get Event Details
Returns details for a specific Demio event, including its session dates, registration URL, and next scheduled session.
List Events
Returns all your active Demio webinar events, ordered by the next scheduled session.
Get Event Session Details
Retrieves detailed information about a specific session of a Demio event.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
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 Demio
Demio is a webinar and online events platform designed for marketers and businesses. It enables easy event hosting, attendee registration, session management, and engagement tracking with powerful analytics and automation integrations.
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 Demio 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 Demio 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 Demio triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Demio. 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 Demio and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Demio 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.
