Connect Portfolio Manager and Apollo
Integrate Portfolio Manager with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Apollo when New or Changed Comment in Liquid-planner-classic
Create Contact in Apollo when New or Changed Comment in Liquid-planner-classic
Create Deal in Apollo when New or Changed Comment in Liquid-planner-classic
Create Task in Apollo when New or Changed Comment in Liquid-planner-classic
Update Account in Apollo when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + Apollo 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
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Search People by Email
Get Company Details
List All Deals
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequence
Search Accounts
Create Account in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Contact in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Deal in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Task in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Account in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowSearch Contacts in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Contact in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Deal in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowSearch People by Email in Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowGet Company Details from Apollo when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Apollo.
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.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
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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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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Portfolio Manager and Apollo workflows.
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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 Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Apollo 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 Apollo 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 Apollo. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Apollo, and a separate workflow where Apollo 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 Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
