Connect Portfolio Manager and MSG91
Integrate Portfolio Manager with MSG91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when When a new whatsapp event arrives in MSG91
Create Folder in LiquidPlanner Classic when When a new whatsapp event arrives in MSG91
Add Comment to an Item in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Create a Milestone in LiquidPlanner Classic when When a new whatsapp event arrives in MSG91
Create a Note for an Item in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Popular Portfolio Manager + MSG91 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
MSG91
Automatically do this!
Send Campaign
Send Template SMS
Send a Mail
Create or Update Contact in Segmento
Update Contact In Segmento
Search a specific contact in Segmento
Schedule a Template SMS
Find Campaign Template Details
List WhatsApp Templates
Send WhatsApp Template Message
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Event
Check Template Status
Send WhatsApp Message
Generate Short URL
Verify OTP
Resend OTP
OTP Analytics
Send OTP via Widget
Resend Widget OTP
Verify Widget OTP
Verify Widget Token
Make a Voice Call
Send Voice Message
Send RCS Template Message
Create Alert
Close Alert
Send Mail via Hello
Search Tickets
List Email Domains
Create an Event in LiquidPlanner Classic when When a new whatsapp event arrives in MSG91
Use this flowCreate Folder in LiquidPlanner Classic when When a new whatsapp event arrives in MSG91
Use this flowAdd Comment to an Item in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Use this flowCreate a Milestone in LiquidPlanner Classic when When a new whatsapp event arrives in MSG91
Use this flowCreate a Note for an Item in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Use this flowCreate a Link for an Item in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Use this flowCreate a Package in LiquidPlanner Classic when When a new whatsapp event arrives in MSG91
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Use this flowUpdate a Link in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Use this flowSend Item Move After Command in Liquid-planner-classic when When a new whatsapp event arrives in MSG91
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and MSG91.
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 whatsapp event arrives
Runs the workflow automatically whenever a new inbound or outbound WhatsApp delivery report arrives.
SMS Delivery Confirmation Arrives
Runs when an SMS sent from your account receives a delivery confirmation.
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 MSG91
MSG91 is a cloud communication platform that provides APIs for SMS, WhatsApp, voice, email, RCS, OTP, and customer engagement automation for businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and MSG91 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 MSG91 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 MSG91. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in MSG91, and a separate workflow where MSG91 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 MSG91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and MSG91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
