Connect Mobile Text Alerts and Portfolio Manager
Integrate Mobile Text Alerts with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create/Update Subscriber in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Add subscriber to group in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Send SMS Message via Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Create Message Template in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Delete Scheduled Message in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Popular Mobile Text Alerts + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Mobile Text Alerts
When this happens...
Delivery Status Updated
SMS Reply Received
New SMS Sent
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/Update Subscriber in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Use this flowAdd subscriber to group in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Use this flowSend SMS Message via Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Message Template in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Use this flowDelete Scheduled Message in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Use this flowRemove Subscribers from Group in Mobile Text Alerts when New or Changed Comment in Liquid-planner-classic
Use this flowCreate/Update Subscriber in Mobile Text Alerts when New or Changed Task in Liquid-planner-classic
Use this flowAdd subscriber to group in Mobile Text Alerts when New or Changed Task in Liquid-planner-classic
Use this flowSend SMS Message via Mobile Text Alerts when New or Changed Task in Liquid-planner-classic
Use this flowCreate Message Template in Mobile Text Alerts when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Mobile Text Alerts and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Delivery Status Updated
Triggered when a sent SMS message's delivery status changes (e.g., delivered, failed, or pending).
SMS Reply Received
Triggers when a new message reply is received.
New SMS Sent
Triggered when a new SMS message is sent.
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.
Do thisActions
Action is the task that follows automatically within your Mobile Text Alerts integrations.
Create/Update Subscriber
Adds a new subscriber.
Add subscriber to group
Add a specific subcriber to group.
Send SMS Message
Send a text message to one or more selected subscribers or groups.
Create Message Template
Create a reusable SMS or MMS template with message text and an optional attachment URL.
Delete Scheduled Message
Delete a scheduled SMS or MMS using its scheduled message ID.
Remove Subscribers from Group
Remove one or more subscribers from group.
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 Mobile Text Alerts
Mobile Text Alerts allows you send mass SMS text messages to your group.
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 Mobile Text Alerts 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 Mobile Text Alerts 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 Mobile Text Alerts triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Mobile Text Alerts. 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 Mobile Text Alerts and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mobile Text Alerts 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.
