Add Portfolio Manager to Your Product
Give your customers access to Portfolio Manager from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Portfolio Manager Integrations
Add Portfolio Manager to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Portfolio Manager accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Portfolio Manager connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Portfolio Manager actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Portfolio Manager.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Portfolio Manager integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Portfolio Manager
What You Can Do with Portfolio Manager
Explore available actions to let your product & agents interact with Portfolio Manager.
- Create an EventCreate a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
- Create FolderCreate 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 MilestoneCreate 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.
- Create a PackageCreate a new package in the selected LiquidPlanner workspace, setting its name, owner, parent, description, and optional scheduling or tracking fields.
- Create Checklist Item for a Task Adds a checklist item to a specified task in a LiquidPlanner workspace.
- Update a Link Update an existing link's description and URL for a specified tree item in a workspace.
Respond to Events in Portfolio Manager
Use triggers to let your product & agents respond to events from connected Portfolio Manager accounts.
- New or Changed Comment Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
- New or Changed TaskTriggers when a task is created or updated in your LiquidPlanner Classic workspace.
- New or Changed ProjectTriggers 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.
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Portfolio Manager to your product & agents
Find answers to common questions about integrating Portfolio Manager into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Portfolio Manager into my product & agents?
You can use viaSocket to add Portfolio Manager integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Portfolio Manager accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Portfolio Manager account.
Can I offer Portfolio Manager integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Portfolio Manager with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Portfolio Manager and other supported services.
How do I execute actions in Portfolio Manager?
Use viaSocket's supported actions and APIs to perform operations in connected Portfolio Manager accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Portfolio Manager?
Yes. You can use supported triggers and webhooks to receive events from Portfolio Manager and respond within your product & agents.
Bring Portfolio Manager Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding