Connect Portfolio Manager and Dynalist
Integrate Portfolio Manager with Dynalist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document or Folder in Dynalist when New or Changed Project in Liquid-planner-classic
Add Item to Document in Dynalist when New or Changed Project in Liquid-planner-classic
Delete Item from Document in Dynalist when New or Changed Project in Liquid-planner-classic
Create Document or Folder in Dynalist when New or Changed Package in Liquid-planner-classic
Get Document Content from Dynalist when New or Changed Package in Liquid-planner-classic
Popular Portfolio Manager + Dynalist 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
Dynalist
Automatically do this!
Get All Documents and Folders
Create Document or Folder
Get Document Content
Add Item to Inbox
Add Item to Document
Update Item in Document
Delete Item from Document
Create Document or Folder in Dynalist when New or Changed Project in Liquid-planner-classic
Use this flowAdd Item to Document in Dynalist when New or Changed Project in Liquid-planner-classic
Use this flowDelete Item from Document in Dynalist when New or Changed Project in Liquid-planner-classic
Use this flowCreate Document or Folder in Dynalist when New or Changed Package in Liquid-planner-classic
Use this flowGet Document Content from Dynalist when New or Changed Package in Liquid-planner-classic
Use this flowAdd Item to Inbox to Dynalist Inbox when New or Changed Package in Liquid-planner-classic
Use this flowUpdate Item in Document in Dynalist when New or Changed Package in Liquid-planner-classic
Use this flowCreate an Event in LiquidPlanner Classic when New Item Added in Dynalist
Use this flowCreate Folder in LiquidPlanner Classic when New Item Added in Dynalist
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Item Added in Dynalist
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Dynalist.
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 Item Added
Runs when new item 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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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 Dynalist
Dynalist is a versatile tool designed for organizing your thoughts, ideas, and tasks in a structured manner. It allows users to create outlines, lists, and notes, making it ideal for personal productivity and project management. With its intuitive interface, Dynalist helps you keep track of your tasks and ideas efficiently.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Dynalist 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 Dynalist 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 Dynalist. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Dynalist, and a separate workflow where Dynalist 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 Dynalist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Dynalist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
