Connect Portfolio Manager and HeyStream
Integrate Portfolio Manager with HeyStream to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Broadcast in HeyStream when New or Changed Comment in Liquid-planner-classic
List Broadcasts from HeyStream when New or Changed Comment in Liquid-planner-classic
Create Series in HeyStream when New or Changed Comment in Liquid-planner-classic
List Series on HeyStream when New or Changed Comment in Liquid-planner-classic
Register Attendee for Broadcast on HeyStream when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + HeyStream 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
HeyStream
Automatically do this!
Create Broadcast
List Broadcasts
Create Series
List Series
Register Attendee for Broadcast
List Contacts
View Broadcast Details
Find a Series
List Broadcasts in a Series
Update Broadcast
Update Series
Register a Contact for Series
List Broadcast Registrations
List Series Registrations
Get Contact
List Cloud Recordings
Get Recording Download Link
Create Broadcast in HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowList Broadcasts from HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Series in HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowList Series on HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowRegister Attendee for Broadcast on HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowList Contacts from HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowView Broadcast Details in HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Series on HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowList Broadcasts in a Series in HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Broadcast in HeyStream when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and HeyStream.
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.
When a new broadcast is created
Runs the workflow automatically whenever a new broadcast is created in HeyStream.
When a new registration is created for a stream
Runs the workflow automatically whenever a new registration is created for a stream.
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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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 HeyStream
HeyStream is a B2B webinar and live broadcast platform for marketing teams. It lets you spin up branded, browser-based webinars in minutes, capture audience intent with embeddable registration and in-stream CTAs, turn engagement signals into insights, and automate smarter follow-ups. HeyStream connects with your existing stack—including CRMs, email tools, and payments—so you can track attendance, measure conversions, and drive revenue from both live and replay events.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and HeyStream 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 HeyStream 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 HeyStream. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in HeyStream, and a separate workflow where HeyStream 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 HeyStream. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and HeyStream integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
