Connect Portfolio Manager and Gmail
Integrate Portfolio Manager with Gmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Note for an Item in Liquid-planner-classic when New Email Sent in Gmail
Send Stop Timer in Liquid-planner-classic when New Attachment in Gmail
Create Checklist Item for a Task in Liquid-planner-classic when New Email Sent in Gmail
Send Start Timer in Liquid-planner-classic when New Email Sent in Gmail
Create a Link for an Item in Liquid-planner-classic when New Email Sent in Gmail
Popular Portfolio Manager + Gmail 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
Gmail
Automatically do this!
Send Email
Add or Remove Labels on Emails
Reply To Thread
Get Thread Replies
Search Email Messages
Get Email Attachment
Create Email Draft
List all Mails
Create a Note for an Item in Liquid-planner-classic when New Email Sent in Gmail
Use this flowSend Stop Timer in Liquid-planner-classic when New Attachment in Gmail
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Email Sent in Gmail
Use this flowSend Start Timer in Liquid-planner-classic when New Email Sent in Gmail
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Email Sent in Gmail
Use this flowCreate a Milestone in LiquidPlanner Classic when New Email Sent in Gmail
Use this flowTrigger Un-Accept Timesheet in Liquid-planner-classic when New Email Sent in Gmail
Use this flowSearch Email Messages in Gmail when New or Changed Project in Liquid-planner-classic
Use this flowCreate a Package in LiquidPlanner Classic when New Attachment in Gmail
Use this flowUpdate Milestone in Liquid-planner-classic when New Email Sent in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Gmail.
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 Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
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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Learn how to automate Portfolio Manager and Gmail workflows.
Learn how to automate Portfolio Manager and Gmail workflows.
Learn how to automate Portfolio Manager and Gmail 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 Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Gmail 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 Gmail 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 Gmail. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Gmail, and a separate workflow where Gmail 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 Gmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Gmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
