Connect Portfolio Manager and Capgo
Integrate Portfolio Manager with Capgo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update an Organization in Capgo when New or Changed Comment in Liquid-planner-classic
Delete an Organization from Capgo when New or Changed Comment in Liquid-planner-classic
Create an App with Capgo when New or Changed Comment in Liquid-planner-classic
Update an Organization in Capgo when New or Changed Project in Liquid-planner-classic
Update an Organization in Capgo when New or Changed Package in Liquid-planner-classic
Popular Portfolio Manager + Capgo 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
Capgo
Automatically do this!
Update an Organization
Create an Organization
Delete an Organization
Get All Members
Get Statistics
Create a channel
Create an App
Delete an App
Get all Organizations
List all Apps
Update an Organization in Capgo when New or Changed Comment in Liquid-planner-classic
Use this flowDelete an Organization from Capgo when New or Changed Comment in Liquid-planner-classic
Use this flowCreate an App with Capgo when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate an Organization in Capgo when New or Changed Project in Liquid-planner-classic
Use this flowUpdate an Organization in Capgo when New or Changed Package in Liquid-planner-classic
Use this flowCreate a channel in Capgo when New or Changed Package in Liquid-planner-classic
Use this flowCreate an Event in LiquidPlanner Classic when New Organizaition in Capgo
Use this flowCreate Folder in LiquidPlanner Classic when New Organizaition in Capgo
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Organizaition in Capgo
Use this flowCreate a Milestone in LiquidPlanner Classic when New Organizaition in Capgo
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Capgo.
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.
New Organizaition
Triggers when a new organization is created.
New App
Triggers when a new app is created.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Portfolio Manager and Capgo free
No credit card required. Set up your first workflow in minutes.
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
About Capgo
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Capgo 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 Capgo 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 Capgo. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Capgo, and a separate workflow where Capgo 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 Capgo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Capgo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
