Connect Docstar and Portfolio Manager
Integrate Docstar 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 Document Is Created in Docstar
Create Folder in LiquidPlanner Classic when Document Is Created in Docstar
Add Comment to an Item in Liquid-planner-classic when Document Is Created in Docstar
Create a Note for an Item in Liquid-planner-classic when Document Is Created in Docstar
Create a Package in LiquidPlanner Classic when Document Is Created in Docstar
Popular Docstar + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
Document Is Created
New Pages/Documents
Document Is Updated
Document Is Deleted
Document Title Changes
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 Document Is Created in Docstar
Use this flowCreate Folder in LiquidPlanner Classic when Document Is Created in Docstar
Use this flowAdd Comment to an Item in Liquid-planner-classic when Document Is Created in Docstar
Use this flowCreate a Note for an Item in Liquid-planner-classic when Document Is Created in Docstar
Use this flowCreate a Package in LiquidPlanner Classic when Document Is Created in Docstar
Use this flowCreate partial day event in LiquidPlanner Classic when Document Is Created in Docstar
Use this flowSend Clear Timer in Liquid-planner-classic when Document Is Created in Docstar
Use this flowCreate a Task in LiquidPlanner Classic when Document Is Created in Docstar
Use this flowTrigger Accept Timesheet in Liquid-planner-classic when Document Is Created in Docstar
Use this flowUpdate Event in LiquidPlanner Classic when Document Is Created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Created
Runs when document is created
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Document Is Updated
Runs when document is updated
Document Is Deleted
Runs when document is deleted
Document Title Changes
Runs when title changes
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Find Documents
Find documents in a collection by plain-language query, page name, or page ID. Optionally include document titles and direct links.
Create Page
Add a new page under a selected parent. Set the title, optional URL slug and content, and choose publish and editing options.
List All Pages
Retrieve pages in a collection; optionally filter by page name or page ID.
View Page Text and Metadata
Display a page's readable text and basic metadata (title, page number, timestamp). If the page has no text, show 'This page has no content.'
Create Page Endpoint
Create an endpoint to retrieve a page's text and basic details.
Create FAQ Entries
Convert provided text into pending FAQ entries in a selected collection; optionally send the results to a webhook URL.
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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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 Docstar 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 Docstar 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 Docstar triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Docstar. 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 Docstar and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar 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.
