Connect Portfolio Manager and Todoist to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Changed Comment
New or Changed Task
New or Changed Project
New or Changed Package
Choose an Action
Automatically do this!
Find or Create Project
Update Task
Complete Task
Create Task
Create Project
Add Comment
Move Task
Invite Collaborator
Filter tasks and assign label
Assign label to task using task Id
Ready to use Portfolio Manager and Todoist automations
Actions and Triggers
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.
Project Created
Runs when a new project is created in Todoist.
New Incomplete Task
Runs when a new incomplete task is added to the selected project within the last 15 minutes.
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.
Know More About Liquid Planner Classic and Todoist Integrations
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Step by step guides to integrate Portfolio Manager and Todoist
Frequently Asked Questions
To start, connect both your Portfolio Manager and Todoist accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in Todoist (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in Todoist. This includes choosing which data fields go into which fields of Todoist, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and Todoist typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Portfolio Manager and Todoist. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn MoreAbout Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
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