Connect Microsoft Teams and Portfolio Manager
Integrate Microsoft Teams with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Link for an Item in Liquid-planner-classic when New Channel Message in Microsftteams
Create a Package in LiquidPlanner Classic when New Channel Message in Microsftteams
Update a Link in Liquid-planner-classic when New Channel Message in Microsftteams
Send Item Move After Command in Liquid-planner-classic when New Channel Message in Microsftteams
Send Start Timer in Liquid-planner-classic when New Channel Message in Microsftteams
Popular Microsoft Teams + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Teams
When this happens...
New Channel Message
New Channel
New Chat Message
New Reply to Message
New Chat
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 a Link for an Item in Liquid-planner-classic when New Channel Message in Microsftteams
Use this flowCreate a Package in LiquidPlanner Classic when New Channel Message in Microsftteams
Use this flowUpdate a Link in Liquid-planner-classic when New Channel Message in Microsftteams
Use this flowSend Item Move After Command in Liquid-planner-classic when New Channel Message in Microsftteams
Use this flowSend Start Timer in Liquid-planner-classic when New Channel Message in Microsftteams
Use this flowSend Stop Timer in Liquid-planner-classic when New Channel Message in Microsftteams
Use this flowCreate partial day event in LiquidPlanner Classic when New Channel Message in Microsftteams
Use this flowUpdate Milestone in Liquid-planner-classic when New Channel Message in Microsftteams
Use this flowCreate an Estimate for a Task in Liquid-planner-classic when New Channel Message in Microsftteams
Use this flowCreate a Project in LiquidPlanner Classic when New Channel Message in Microsftteams
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Teams and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat is created.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Microsoft Teams integrations.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
Create Private Channel
Create a new private channel in a team.
Reply to Channel Message
Creates a reply to a channel message
Send Chat Message
Sends a message in existing chat.
Get all Chats
Get an all existing chats.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Teams and Portfolio Manager workflows.
Learn how to automate Microsoft Teams and Portfolio Manager workflows.
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About Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
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 Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Microsoft Teams. 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 Microsoft Teams and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Teams 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.
