Connect Portfolio Manager and JustCall
Integrate Portfolio Manager with JustCall to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Justcall when New or Changed Comment in Liquid-planner-classic
Find a Contact in JustCall when New or Changed Comment in Liquid-planner-classic
Check for Text Replies in JustCall when New or Changed Comment in Liquid-planner-classic
Update a Contact in JustCall when New or Changed Comment in Liquid-planner-classic
Add a Contact to Sales Dialer Campaign in Justcall when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + JustCall 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
JustCall
Automatically do this!
Create a Contact
Find a Contact
Check for Text Replies
Update a Contact
Add a Contact to Sales Dialer Campaign
Delete a Contact From Sales Dialer Campaign
Find a Contact in Sales Dialer
Get all Campaigns
Send a Multimedia Text Message
Send Text Message
Get all Threads
Search Threads
List All Webhooks
Search Campaign
Search User
Search Campaign Contacts
Create Campaign
Search Calls Details
Create an Appointment
List all templates
Create a Contact in Justcall when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Contact in JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowCheck for Text Replies in JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate a Contact in JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowAdd a Contact to Sales Dialer Campaign in Justcall when New or Changed Comment in Liquid-planner-classic
Use this flowDelete a Contact From Sales Dialer Campaign in JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowFind a Contact in Sales Dialer in JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowGet all Campaigns from JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowSend a Multimedia Text Message using JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowSend Text Message with JustCall when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and JustCall.
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.
Call Updated
Triggers when you add/update notes for a particular call.
Incoming Call
Triggers for a new incoming call.
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 JustCall
JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and JustCall 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 JustCall 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 JustCall. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in JustCall, and a separate workflow where JustCall 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 JustCall. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and JustCall integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
