Connect Heltar and Portfolio Manager
Integrate Heltar 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 New Client Is Created in Heltar
Create Folder in LiquidPlanner Classic when New Client Is Created in Heltar
Create a Milestone in LiquidPlanner Classic when New Client Is Created in Heltar
Create a Note for an Item in Liquid-planner-classic when New Client Is Created in Heltar
Create a Link for an Item in Liquid-planner-classic when New Client Is Created in Heltar
Popular Heltar + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Heltar
When this happens...
New Client Is Created
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 New Client Is Created in Heltar
Use this flowCreate Folder in LiquidPlanner Classic when New Client Is Created in Heltar
Use this flowCreate a Milestone in LiquidPlanner Classic when New Client Is Created in Heltar
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Client Is Created in Heltar
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Client Is Created in Heltar
Use this flowCreate a Package in LiquidPlanner Classic when New Client Is Created in Heltar
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Client Is Created in Heltar
Use this flowUpdate a Link in Liquid-planner-classic when New Client Is Created in Heltar
Use this flowSend Item Move After Command in Liquid-planner-classic when New Client Is Created in Heltar
Use this flowSend Stop Timer in Liquid-planner-classic when New Client Is Created in Heltar
Use this flowSupported Triggers & Actions
Everything you can automate between Heltar and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is 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.
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 Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
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 Heltar 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 Heltar 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 Heltar triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Heltar. 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 Heltar and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heltar 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.
