Connect Ollama and Portfolio Manager
Integrate Ollama with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Generate Response with Ollama when New or Changed Comment in Liquid-planner-classic
Generate Chat Message with Ollama when New or Changed Comment in Liquid-planner-classic
List All Models from Ollama when New or Changed Comment in Liquid-planner-classic
Generate Chat Message with Ollama when New or Changed Task in Liquid-planner-classic
Generate Response with Ollama when New or Changed Project in Liquid-planner-classic
Popular Ollama + Portfolio Manager flows
Start from a real workflow other teams are already running.
Generate Response with Ollama when New or Changed Comment in Liquid-planner-classic
Use this flowGenerate Chat Message with Ollama when New or Changed Comment in Liquid-planner-classic
Use this flowList All Models from Ollama when New or Changed Comment in Liquid-planner-classic
Use this flowGenerate Chat Message with Ollama when New or Changed Task in Liquid-planner-classic
Use this flowGenerate Response with Ollama when New or Changed Project in Liquid-planner-classic
Use this flowGenerate Chat Message with Ollama when New or Changed Project in Liquid-planner-classic
Use this flowList All Models from Ollama when New or Changed Project in Liquid-planner-classic
Use this flowGenerate Response with Ollama when New or Changed Package in Liquid-planner-classic
Use this flowGenerate Chat Message with Ollama when New or Changed Package in Liquid-planner-classic
Use this flowList All Models from Ollama when New or Changed Package in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Ollama 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 Ollama integrations.
Generate Response
Generate text from a prompt
Generate Chat Message
Create assistant reply
List All Models
Get all models and details
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Add Comment to an Item
Create a comment on a specified item in a LiquidPlanner workspace.
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 Ollama
A tool to install, run, and manage local large language models on your machine.
Learn more
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ollama 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 Ollama 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 Ollama triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Ollama. 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 Ollama and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ollama 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.
