Connect Portfolio Manager and Guru
Integrate Portfolio Manager with Guru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Card in Guru when New or Changed Comment in Liquid-planner-classic
Update Card in Guru when New or Changed Comment in Liquid-planner-classic
Delete Card from Guru when New or Changed Comment in Liquid-planner-classic
Ask a Question to Guru when New or Changed Comment in Liquid-planner-classic
Find answers in Guru when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + Guru 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
Guru
Automatically do this!
Create Card
Update Card
Delete Card
Ask a Question
Find answers
Create Card in Guru when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Card in Guru when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Card from Guru when New or Changed Comment in Liquid-planner-classic
Use this flowAsk a Question to Guru when New or Changed Comment in Liquid-planner-classic
Use this flowFind answers in Guru when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Card in Guru when New or Changed Task in Liquid-planner-classic
Use this flowUpdate Card in Guru when New or Changed Task in Liquid-planner-classic
Use this flowDelete Card from Guru when New or Changed Task in Liquid-planner-classic
Use this flowAsk a Question to Guru when New or Changed Task in Liquid-planner-classic
Use this flowFind answers in Guru when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Guru.
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.
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder/Board Created.
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 Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Guru 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 Guru 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 Guru. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Guru, and a separate workflow where Guru 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 Guru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Guru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
