Connect Portfolio Manager and Notion to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Changed Comment
New or Changed Task
New or Changed Project
New or Changed Package
Choose an Action
Automatically do this!
Query Data Source
Create Data Source Item
Update Data Source Item
Find Page By Title
Get Data Source Details
Add Comment to Page
Add Content to Page
Get Page by ID
Create Page
Retrieve Block Children
Find or Create Comment on Page
List All people at the Workspace
List Page Property Items
List Page Comments
Find Data Source By Title
Archive Page
Restore Page
Update a Block
Archive Block
Restore Block
Delete Block
Get Comment By ID
Get Database by ID
List Data Source Items
Search Data Source Page Templates
List Data Source Page Templates
Get User Details
List Databases
List Data Sources
Get Notion Workspace Account Details
List Views
Delete View
Get View by ID
Create View
Retrieve Page Markdown
Update View
Create View Query
Get View Query Results
Delete View Query
List Custom Emojis
List File Uploads
Move Page
Create File Upload
Upload File
Retrieve File Upload
Update Comment
Delete Comment
Create Database
Update Database
Create Data Source
Update Data Source
Update Page as Markdown
Append Block Children
Query Meeting Notes
Ready to use Portfolio Manager and Notion automations
Actions and Triggers
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.
New Comment Created
Runs when a new comment is created.
New Page Is Created
Runs when a new page is 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.
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Frequently Asked Questions
To start, connect both your Portfolio Manager and Notion accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Notion (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Notion. This includes choosing which data fields go into which fields of Notion, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Notion typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Portfolio Manager and Notion. 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.
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn MoreAbout Notion
Notion is an AI workspace for teams to create and organize docs, wikis, projects, databases, and custom agents, helping users collaborate, automate work, and manage knowledge in one place.
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