Connect Method CRM and Portfolio Manager
Integrate Method CRM with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when Recent Activities from Method CRM
Create Folder in LiquidPlanner Classic when Recent Activities from Method CRM
Add Comment to an Item in Liquid-planner-classic when Recent Activities from Method CRM
Create a Milestone in LiquidPlanner Classic when Recent Activities from Method CRM
Create a Note for an Item in Liquid-planner-classic when Recent Activities from Method CRM
Popular Method CRM + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Method CRM
When this happens...
Recent Activities
New Contact Created
New Customers for QuickBooks
New Customers/Vendors
Fetch Updated Opportunities
Fetch Recent Contacts
Choose an action
Portfolio Manager
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
Create an Event in LiquidPlanner Classic when Recent Activities from Method CRM
Use this flowCreate Folder in LiquidPlanner Classic when Recent Activities from Method CRM
Use this flowAdd Comment to an Item in Liquid-planner-classic when Recent Activities from Method CRM
Use this flowCreate a Milestone in LiquidPlanner Classic when Recent Activities from Method CRM
Use this flowCreate a Note for an Item in Liquid-planner-classic when Recent Activities from Method CRM
Use this flowCreate a Link for an Item in Liquid-planner-classic when Recent Activities from Method CRM
Use this flowCreate a Package in LiquidPlanner Classic when Recent Activities from Method CRM
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when Recent Activities from Method CRM
Use this flowUpdate a Link in Liquid-planner-classic when Recent Activities from Method CRM
Use this flowSend Item Move After Command in Liquid-planner-classic when Recent Activities from Method CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Method CRM and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Activities
Retrieve activities from Method CRM updated since the last scheduled check.
New Contact Created
Returns contacts created or updated in Method CRM since the last check.
New Customers for QuickBooks
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Fetch Updated Opportunities
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Fetch Recent Contacts
Retrieve customer and vendor records that were added or modified since the specified time window.
Do thisActions
Action is the task that follows automatically within your Method CRM integrations.
Create Activity
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Create contact and link to entity
Create a new contact and attach it to an existing customer or company.
Create customer or lead
Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.
Create record in Method CRM
Add a new record to the selected Method CRM table using the details you enter.
Find Contact
Search for a contact by email, name, or entity and return its details.
Find customer or lead
Find a customer or lead by name or email and return their full record.
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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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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
Learn more
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Method CRM 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 Method CRM 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 Method CRM triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Method CRM. 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 Method CRM and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Method CRM 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.
