Connect Portfolio Manager and Todoist
Integrate Portfolio Manager with Todoist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find or Create Project in Todoist when New or Changed Comment in Liquid-planner-classic
Update Task in Todoist when New or Changed Comment in Liquid-planner-classic
Complete Task in Todoist when New or Changed Comment in Liquid-planner-classic
Create Task in Todoist when New or Changed Comment in Liquid-planner-classic
Create Project in Todoist when New or Changed Comment in Liquid-planner-classic
Popular Portfolio Manager + Todoist 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
Todoist
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
Find or Create Project in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Task in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowComplete Task in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Task in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Project in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowAdd Comment to Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowMove Task in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowInvite Collaborator to a Todoist project when New or Changed Comment in Liquid-planner-classic
Use this flowFilter tasks and assign label in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowAssign label to task using task Id in Todoist when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Portfolio Manager and Todoist.
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.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Portfolio Manager and Todoist workflows.
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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 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Todoist 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 Todoist 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 Todoist. No coding required.
Yes. You can set up a workflow where Portfolio Manager triggers actions in Todoist, and a separate workflow where Todoist 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 Todoist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Portfolio Manager and Todoist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
