Connect Portfolio Manager and TidyCal
Integrate Portfolio Manager with TidyCal to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Bookings in TidyCal when New or Changed Comment in Liquid-planner-classic
List Teams in TidyCal when New or Changed Comment in Liquid-planner-classic
Find Booking Details in TidyCal when New or Changed Comment in Liquid-planner-classic
Cancel Booking in TidyCal when New or Changed Comment in Liquid-planner-classic
Create Booking in TidyCal when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + TidyCal 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
TidyCal
Automatically do this!
Find Bookings
List Teams
Find Booking Details
Cancel Booking
Create Booking
List Booking Types
Find Bookings in TidyCal when New or Changed Comment in Liquid-planner-classic
Use this flowList Teams in TidyCal when New or Changed Comment in Liquid-planner-classic
Use this flowFind Booking Details in TidyCal when New or Changed Comment in Liquid-planner-classic
Use this flowCancel Booking in TidyCal when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Booking in TidyCal when New or Changed Comment in Liquid-planner-classic
Use this flowList Booking Types from TidyCal when New or Changed Comment in Liquid-planner-classic
Use this flowFind Bookings in TidyCal when New or Changed Task in Liquid-planner-classic
Use this flowList Teams in TidyCal when New or Changed Task in Liquid-planner-classic
Use this flowFind Booking Details in TidyCal when New or Changed Task in Liquid-planner-classic
Use this flowCancel Booking in TidyCal when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and TidyCal.
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.
When a new booking is created
Runs the workflow automatically whenever a new booking is created in the account.
When a booking is cancelled
Runs the workflow automatically whenever a booking is cancelled in TidyCal.
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 TidyCal 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 TidyCal
TidyCal is a simple, user-friendly scheduling tool designed to streamline the process of booking appointments and meetings. It allows users to set up their availability and share personalized booking links, making it easy for others to schedule time with them. TidyCal integrates with various calendar platforms, such as Google Calendar and Outlook, to automatically sync events and avoid double bookings. It’s popular for its clean interface, customizable settings, and time-saving features for both individuals and teams.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and TidyCal 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 TidyCal 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 TidyCal. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in TidyCal, and a separate workflow where TidyCal 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 TidyCal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and TidyCal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
