Connect Portfolio Manager and Dumpling AI
Integrate Portfolio Manager with Dumpling AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Google News in Dumplingai when New or Changed Comment in Liquid-planner-classic
Search Google Places in Dumplingai when New or Changed Comment in Liquid-planner-classic
Screenshot URL in Dumplingai when New or Changed Comment in Liquid-planner-classic
Search Google in Dumplingai when New or Changed Comment in Liquid-planner-classic
Get YouTube Transcript in Dumplingai when New or Changed Project in Liquid-planner-classic
Popular Portfolio Manager + Dumpling AI 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
Dumpling AI
Automatically do this!
Convert DOCX to Text
Convert to PDF
Convert a document to Text
Crawl Website
Extract Data from Audio Files
Extract Data from Document
Extract Data from Image
Extract Data from Video
Extract data from DOCX with AI
Extract data from URL with AI
Extract Data from Document PDF
Generate AI Agent Completion
Generate AI Image with FLUX1 Schnell
Write PDF Metadata
Read PDF Metadata
Scrape URL
Screenshot URL
Trim Video
Run Javascript Code
Run Python Code
Get YouTube Transcript
Merge PDFs
Add To Knowledge Base
Get Google Autocomplete
Search Google
Search Google Maps
Search Google News
Search Google Places
Generate AI Image with FLUX1 Dev
Generate AI Image with FLUX1 Pro
Generate AI Image with Recraft V3
Search Google News in Dumplingai when New or Changed Comment in Liquid-planner-classic
Use this flowSearch Google Places in Dumplingai when New or Changed Comment in Liquid-planner-classic
Use this flowScreenshot URL in Dumplingai when New or Changed Comment in Liquid-planner-classic
Use this flowSearch Google in Dumplingai when New or Changed Comment in Liquid-planner-classic
Use this flowGet YouTube Transcript in Dumplingai when New or Changed Project in Liquid-planner-classic
Use this flowGenerate AI Image with Recraft V3 using Dumpling AI when New or Changed Package in Liquid-planner-classic
Use this flowGenerate AI Image with FLUX1 Dev using Dumpling AI when New or Changed Comment in Liquid-planner-classic
Use this flowExtract Data from Video using Dumpling AI when New or Changed Package in Liquid-planner-classic
Use this flowGenerate AI Agent Completion in Dumplingai when New or Changed Comment in Liquid-planner-classic
Use this flowRun Python Code in Dumplingai when New or Changed Project in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Dumpling AI.
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.
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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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 Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
About Dumpling AI
Dumpling AI is an innovative platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, streamline processes, and deliver intelligent insights to help businesses make data-driven decisions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Dumpling AI 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 Dumpling AI 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 Dumpling AI. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Dumpling AI, and a separate workflow where Dumpling AI 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 Dumpling AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Dumpling AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
