Connect LoopedIn and Portfolio Manager
Integrate LoopedIn with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Idea in LoopedIn when New or Changed Comment in Liquid-planner-classic
Update Idea in LoopedIn when New or Changed Comment in Liquid-planner-classic
Create Roadmap Card in LoopedIn when New or Changed Comment in Liquid-planner-classic
Update Roadmap Card in LoopedIn when New or Changed Comment in Liquid-planner-classic
Delete Idea from LoopedIn when New or Changed Comment in Liquid-planner-classic
Popular LoopedIn + Portfolio Manager flows
Start from a real workflow other teams are already running.
Create Idea in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Idea in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Roadmap Card in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Roadmap Card in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Idea from LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Roadmap Card in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Announcement in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Announcement in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Announcement from LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowSearch Roadmap by Title in LoopedIn when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between LoopedIn and Portfolio Manager.
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 LoopedIn integrations.
Create Idea
Creates a new idea in LoopedIn.
Update Idea
Updates an existing idea in LoopedIn.
Create Roadmap Card
Creates a new Roadmap Card in LoopedIn.
Update Roadmap Card
Updates an existing Roadmap Card in LoopedIn.
Delete Idea
Deletes an existing idea in LoopedIn.
Delete Roadmap Card
Delete an existing Roadmap Card in LoopedIn.
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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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.
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About LoopedIn
LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.
Learn more
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your LoopedIn and Portfolio Manager 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 LoopedIn and Portfolio Manager 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 Portfolio Manager. No coding required.
Yes. You can set up a workflow where LoopedIn triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in LoopedIn. 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 LoopedIn and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LoopedIn and Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
