Connect Deputy and Portfolio Manager
Integrate Deputy with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add an employee in Deputy when New or Changed Package in Liquid-planner-classic
Update a Task in Liquid-planner-classic when New Location in Deputy
Add an employee in Deputy when New or Changed Project in Liquid-planner-classic
Update Milestone in Liquid-planner-classic when New Location in Deputy
Get employees from Deputy when New or Changed Task in Liquid-planner-classic
Popular Deputy + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Deputy
When this happens...
New Employee
New Department
New Location
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
Add an employee in Deputy when New or Changed Package in Liquid-planner-classic
Use this flowUpdate a Task in Liquid-planner-classic when New Location in Deputy
Use this flowAdd an employee in Deputy when New or Changed Project in Liquid-planner-classic
Use this flowUpdate Milestone in Liquid-planner-classic when New Location in Deputy
Use this flowGet employees from Deputy when New or Changed Task in Liquid-planner-classic
Use this flowCreate a Department in Deputy when New or Changed Project in Liquid-planner-classic
Use this flowCreate an Estimate for a Task in Liquid-planner-classic when New Department in Deputy
Use this flowCreate an Estimate for a Task in Liquid-planner-classic when New Location in Deputy
Use this flowTrigger Submit Timesheet in Liquid-planner-classic when New Location in Deputy
Use this flowCreate a Milestone in LiquidPlanner Classic when New Department in Deputy
Use this flowSupported Triggers & Actions
Everything you can automate between Deputy and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee
Trigger when there is a new employee in created.
New Department
Trigger when a new department created.
New Location
Trigger when new location in created.
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.
Do thisActions
Action is the task that follows automatically within your Deputy integrations.
Get Company
Get Company details
Add an employee
Create a new staff member.
Add a location
Create a new location.
Get timesheets
View a timesheet
Create a Department
create a new department
Start an employees timesheet
Start a shift for your staff.
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 Deputy
Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.
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 Deputy 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 Deputy 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 Deputy triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Deputy. 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 Deputy and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Deputy 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.
