Connect Portfolio Manager and Graphy
Integrate Portfolio Manager with Graphy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Enroll Learner to Course in Graphy when New or Changed Comment in Liquid-planner-classic
Unenroll Learner from Course on Graphy when New or Changed Comment in Liquid-planner-classic
Create a Learner in Graphy when New or Changed Comment in Liquid-planner-classic
Find Product in Graphy when New or Changed Comment in Liquid-planner-classic
Update Course Validity in Graphy when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + Graphy 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
Graphy
Automatically do this!
Enroll Learner to Course
Unenroll Learner from Course
Create a Learner
Find Product
Update Course Validity
Find Learner
Reset Learners Password
Get Learner by ID
Enroll Learner to Course in Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowUnenroll Learner from Course on Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowCreate a Learner in Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowFind Product in Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Course Validity in Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowFind Learner in Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowReset Learners Password in Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowGet Learner by ID from Graphy when New or Changed Comment in Liquid-planner-classic
Use this flowEnroll Learner to Course in Graphy when New or Changed Task in Liquid-planner-classic
Use this flowUnenroll Learner from Course on Graphy when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Graphy.
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 Learner is created
Triggers when a learner is created
New Success Transaction
Triggers when the process of purchase transaction is complete
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 Graphy
Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Graphy 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 Graphy 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 Graphy. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Graphy, and a separate workflow where Graphy 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 Graphy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Graphy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
