Connect Portfolio Manager and Gist
Integrate Portfolio Manager with Gist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
test when New or Changed Comment in Liquid-planner-classic
Add Tag to an Existing Contact in Gist when New or Changed Comment in Liquid-planner-classic
Remove Tag From Existing Contact in Gist when New or Changed Comment in Liquid-planner-classic
Subscribe to Campaign in Gist when New or Changed Comment in Liquid-planner-classic
Unsubscribe From a Campaign in Gist when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + Gist 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
Gist
Automatically do this!
test
Add Tag to an Existing Contact
Remove Tag From Existing Contact
Subscribe to Campaign
Unsubscribe From a Campaign
Find a Contact
test when New or Changed Comment in Liquid-planner-classic
Use this flowAdd Tag to an Existing Contact in Gist when New or Changed Comment in Liquid-planner-classic
Use this flowRemove Tag From Existing Contact in Gist when New or Changed Comment in Liquid-planner-classic
Use this flowSubscribe to Campaign in Gist when New or Changed Comment in Liquid-planner-classic
Use this flowUnsubscribe From a Campaign in Gist when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Contact in Gist when New or Changed Comment in Liquid-planner-classic
Use this flowtest when New or Changed Task in Liquid-planner-classic
Use this flowAdd Tag to an Existing Contact in Gist when New or Changed Task in Liquid-planner-classic
Use this flowRemove Tag From Existing Contact in Gist when New or Changed Task in Liquid-planner-classic
Use this flowSubscribe to Campaign in Gist when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Gist.
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 Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Gist 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 Gist 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 Gist. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Gist, and a separate workflow where Gist 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 Gist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Gist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
