Connect Portfolio Manager and ServeManager
Integrate Portfolio Manager with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when New Company in Servemanager
Create Folder in LiquidPlanner Classic when New Company in Servemanager
Add Comment to an Item in Liquid-planner-classic when New Company in Servemanager
Create a Milestone in LiquidPlanner Classic when New Company in Servemanager
Create a Note for an Item in Liquid-planner-classic when New Company in Servemanager
Popular Portfolio Manager + ServeManager 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
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
Create an Event in LiquidPlanner Classic when New Company in Servemanager
Use this flowCreate Folder in LiquidPlanner Classic when New Company in Servemanager
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Company in Servemanager
Use this flowCreate a Milestone in LiquidPlanner Classic when New Company in Servemanager
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Company in Servemanager
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Company in Servemanager
Use this flowCreate a Package in LiquidPlanner Classic when New Company in Servemanager
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Company in Servemanager
Use this flowUpdate a Link in Liquid-planner-classic when New Company in Servemanager
Use this flowSend Item Move After Command in Liquid-planner-classic when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and ServeManager.
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 Company
Triggers when a new company is created.
New Job
Triggers when new job 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.
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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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.
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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 ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and ServeManager 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 ServeManager 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 ServeManager. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in ServeManager, and a separate workflow where ServeManager 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 ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
