Connect Portfolio Manager and Shipday
Integrate Portfolio Manager with Shipday to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Insert Order into Shipday when New or Changed Comment in Liquid-planner-classic
Search Order in Shipday when New or Changed Comment in Liquid-planner-classic
Delete Order from Shipday when New or Changed Comment in Liquid-planner-classic
Add Carrier to Shipday when New or Changed Comment in Liquid-planner-classic
Delete Carrier in Shipday when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + Shipday 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
Shipday
Automatically do this!
Insert Order
Search Order
Delete Order
Add Carrier
Delete Carrier
Edit Order
Assign Order To Driver
Insert Order into Shipday when New or Changed Comment in Liquid-planner-classic
Use this flowSearch Order in Shipday when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Order from Shipday when New or Changed Comment in Liquid-planner-classic
Use this flowAdd Carrier to Shipday when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Carrier in Shipday when New or Changed Comment in Liquid-planner-classic
Use this flowEdit Order in Shipday when New or Changed Comment in Liquid-planner-classic
Use this flowAssign Order To Driver in Shipday when New or Changed Comment in Liquid-planner-classic
Use this flowInsert Order into Shipday when New or Changed Task in Liquid-planner-classic
Use this flowSearch Order in Shipday when New or Changed Task in Liquid-planner-classic
Use this flowDelete Order from Shipday when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Shipday.
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.
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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 Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Shipday 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 Shipday 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 Shipday. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Shipday, and a separate workflow where Shipday 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 Shipday. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Shipday integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
