Connect Portfolio Manager and Sender
Integrate Portfolio Manager with Sender to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Field in Sender when New or Changed Comment in Liquid-planner-classic
Create Campaign in Sender when New or Changed Comment in Liquid-planner-classic
Add Subscriber to Group in Sender when New or Changed Comment in Liquid-planner-classic
Create Group in Sender when New or Changed Comment in Liquid-planner-classic
Remove Subscribers From Group in Sender when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + Sender 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
Sender
Automatically do this!
Create Field
Create Campaign
Add Subscriber to Group
Create Group
Remove Subscribers From Group
Create Subscriber
Update Subscriber
Get Subscriber's Data
Delete Subscribers
Delete Group
Rename Group
Delete Segment
Get Segment Details
Rename Field
Delete Field
Create Field in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Campaign in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowAdd Subscriber to Group in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Group in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowRemove Subscribers From Group in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Subscriber in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Subscriber in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowGet Subscriber's Data from Sender when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Subscribers from Sender when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Group in Sender when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Sender.
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.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Portfolio Manager and Sender free
No credit card required. Set up your first workflow in minutes.
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
About Sender
Sender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Sender 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 Sender 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 Sender. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Sender, and a separate workflow where Sender 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 Sender. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Sender integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
