Connect Portfolio Manager and ActiveCampaign
Integrate Portfolio Manager with ActiveCampaign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a User in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Find a Deal Task in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Find a Deal in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Find a Contact in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Create Contact in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + ActiveCampaign flows
Start from a real workflow other teams are already running.
Choose a trigger
Portfolio Manager
When this happens...
New or Changed Comment
New or Changed Task
New or Changed Project
New or Changed Package
Choose an action
ActiveCampaign
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
Find a User in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Deal Task in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Deal in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Contact in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Contact in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowCreate an Account in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowCreate or Update a Deal in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate a Deal in Activecampaign when New or Changed Comment in Liquid-planner-classic
Use this flowFind all Campaigns in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Campaign in ActiveCampaign when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and ActiveCampaign.
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.
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
Do thisActions
Action is the task that follows automatically within your Portfolio Manager integrations.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Add Comment to an Item
Create a comment on a specified item in a LiquidPlanner workspace.
Create a Milestone
Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.
Create a Note for an Item
Add a note to a specific item in a LiquidPlanner Classic workspace.
Create a Link for an Item
Attach a URL with display text to a specific item in a LiquidPlanner workspace.
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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About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
About ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and ActiveCampaign 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 Portfolio Manager and ActiveCampaign 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 ActiveCampaign. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in ActiveCampaign, and a separate workflow where ActiveCampaign triggers actions in Portfolio Manager. 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 Portfolio Manager and ActiveCampaign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and ActiveCampaign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
