Connect Portfolio Manager and TaxJar
Integrate Portfolio Manager with TaxJar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Order Transaction in Taxjar when New or Changed Comment in Liquid-planner-classic
Create a Customer in TaxJar when New or Changed Comment in Liquid-planner-classic
List Categories in Taxjar when New or Changed Comment in Liquid-planner-classic
List Customers in Taxjar when New or Changed Comment in Liquid-planner-classic
List Nexus Regions in Taxjar when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + TaxJar 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
TaxJar
Automatically do this!
Create an Order Transaction
Create a Customer
List Categories
List Customers
List Nexus Regions
Create a Refund Transaction
List Orders
List Refunds
Show a Customer
Show Order
Show Refund
Summarize Tax Rates for All Regions
Update a Customer
Update a Refund Transaction
Calculate Sales Tax for an Order
Create an Order Transaction in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowCreate a Customer in TaxJar when New or Changed Comment in Liquid-planner-classic
Use this flowList Categories in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowList Customers in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowList Nexus Regions in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowCreate a Refund Transaction in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowList Orders in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowList Refunds in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowShow a Customer in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowShow Order in Taxjar when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and TaxJar.
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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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 TaxJar
TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing. We obsessively leverage technology and exceptional customer service to help you focus on what matters most — growing your business.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and TaxJar 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 TaxJar 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 TaxJar. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in TaxJar, and a separate workflow where TaxJar 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 TaxJar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and TaxJar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
