Connect Moco and Portfolio Manager
Integrate Moco 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 New Project in Moco
Create Folder in LiquidPlanner Classic when New Project in Moco
Add Comment to an Item in Liquid-planner-classic when New Project in Moco
Create a Milestone in LiquidPlanner Classic when New Project in Moco
Create a Note for an Item in Liquid-planner-classic when New Project in Moco
Popular Moco + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Moco
When this happens...
New Project
New User
New Comment
New Company
New Contact Person
New Lead
New Expense
Project Updated
User Updated
Contact Person Updated
New Invoice
Invoice Updated
Comment Updated
Lead Updated
Company Updated
New Purchase
Purchase Updated
New Presence
Presence Updated
New Holiday Request
Holiday Request Updated
New Exported Purchase [Bookkeeping]
New Exported Invoice [Bookkeeping]
New Incoming Payment
New Offer
Updated Offer
New Planning Entry
Planning Entry Updated
New Project Assignment
Expense Updated
New Task
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 New Project in Moco
Use this flowCreate Folder in LiquidPlanner Classic when New Project in Moco
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Project in Moco
Use this flowCreate a Milestone in LiquidPlanner Classic when New Project in Moco
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Project in Moco
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Project in Moco
Use this flowCreate a Package in LiquidPlanner Classic when New Project in Moco
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Project in Moco
Use this flowUpdate a Link in Liquid-planner-classic when New Project in Moco
Use this flowSend Item Move After Command in Liquid-planner-classic when New Project in Moco
Use this flowSupported Triggers & Actions
Everything you can automate between Moco and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New User
Triggers when a new user is created
New Comment
Triggers when a new comment is created
New Company
Triggers when a new company is created
New Contact Person
Triggers when a new contact person is created.
New Lead
Triggers when a new lead was created.
Do thisActions
Action is the task that follows automatically within your Moco integrations.
Create Project
Creates a new project.
Create Comment
Creates a new comment.
Create Company
Creates a new company (customer only).
Create Contact
Creates a new contact.
Create Expense
Creates a new Project Expense.
Create Incoming Payment
Creates a new incoming payment.
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 Moco
MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
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 Moco 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 Moco 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 Moco triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Moco. 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 Moco and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moco 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.
