Integrate Portfolio Manager with your favorite apps
Easily connect Portfolio Manager with the apps you use every day. Pick from thousands of available Portfolio Manager integrations or customize
new ones through our automation platform.
Ready to use Portfolio Manager automations
Explore more automations built by businesses and experts
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Triggers and Actions in Portfolio Manager Automations
viaSocket makes it simple to connect Portfolio Manager and automate repetitive tasks.
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.
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.
How to get started with Portfolio Manager automations
Automate when something happens in Portfolio Manager
Login -> Create new flow -> Select trigger -> Search Portfolio Manager -> Choose the trigger from the list
Take action in Portfolio Manager when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Portfolio Manager -> Choose the action from the list
Trigger
Action
Real-world use cases of Portfolio Manager integrations
See how Portfolio Manager integrates with popular apps to automate tasks and streamline your workflow.
- Integrate liquid-planner-classic with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and liquid-planner-classic databases.
- Integrate liquid-planner-classic with MySQL to automatically sync records, facilitating seamless data exchange between liquid-planner-classic and your SQL databases.
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Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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