Black Friday 2025: View All SaaS Deals →

viaSocket
IntegrationsPortfolio ManagerGuru
Portfolio Manager + Guru

Connect Portfolio Manager and Guru to Build Intelligent Automations

Choose a Trigger

Portfolio Manager

When this happens...

Choose an Action

Guru

Automatically do this!

Ready to use Portfolio Manager and Guru automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Comment

Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.

New or Changed Task

New or Changed Task

Triggers when a task is created or updated in your LiquidPlanner Classic workspace.

New or Changed Project

New or Changed Project

Triggers when a project is created or updated in LiquidPlanner Classic.

New or Changed Package

New or Changed Package

Fires when a package is created or updated in your LiquidPlanner Classic workspace.

Card Created

Card Created

Trigger when a user creates a card.

Board Created

Board Created

Trigger when a new Board Created.

Do thisActions

Action is the task that follows automatically within your Portfolio Manager integrations.

Create an Event

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 Folder

Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

Add Comment to an Item

Add Comment to an Item

Create a comment on a specified item in a LiquidPlanner workspace.

Create a Milestone

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

Create a Note for an Item

Add a note to a specific item in a LiquidPlanner Classic workspace.

Create a Link for an Item

Create a Link for an Item

Attach a URL with display text to a specific item in a LiquidPlanner workspace.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Know More About Liquid Planner Classic and Guru Integrations

How viaSocket Works | A Complete Guide

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more
5 Simple Automation Hacks to Make Your Team Free

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more
Read more blogs

Frequently Asked Questions

How do I start an integration between Portfolio Manager and Guru?

To start, connect both your Portfolio Manager and Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Guru (or vice versa).

Can we customize how data from Portfolio Manager is recorded in Guru?

Absolutely. You can customize how Portfolio Manager data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Portfolio Manager and Guru?

The data sync between Portfolio Manager and Guru typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Portfolio Manager to Guru?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Portfolio Manager and Guru?

Yes, you can set conditional logic to control the flow of data between Portfolio Manager and Guru. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Portfolio Manager

About Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

Project Management
Learn More
Guru

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.

AI Tools
Learn More

viaSocket

For SaaS

List Your App Build Your Own PlugEmbed Whitelabel MCP ServerBecome a Billing Partner Showcase Popular Workflows

For AI Agent Builders

viaSocket EmbedMCP Marketplace

Support

Book a DemoContact Support TeamRequest a Feature Knowledge Base Community BlogDownload Mobile AppRequest an Integration

Automation Experts

Hire an ExpertBecome a PartnerPartner Program

MCP

MCP MarketplaceMCP for AI AgentsMCP for SaaS Players

Compare

viaSocket vs ZapierviaSocket vs MakeviaSocket vs Pabbly
Capterra software reviews badgeG2 Users Love Us badge

Company

AboutWe are HiringCulture We FosterClient StoriesRoadmap

Plans, Pricing and Offer

PricingStartups plan Discount for Developing NationsFree Access Programs

AI & Automation

Apps IntegrationsFeaturesList Your AppAutomations Discover Top AppsEmbedWorkflow Automation Guide

© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy

Walkover Web Solutions Pvt Ltd. | All rights reserved.