Connect Preset Cloud and Portfolio Manager
Integrate Preset Cloud with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Teams in Preset Cloud when New or Changed Comment in Liquid-planner-classic
Get Team Members in Presetcloud9 when New or Changed Comment in Liquid-planner-classic
Delete a Team Member in Presetcloud9 when New or Changed Comment in Liquid-planner-classic
List All Teams in Preset Cloud when New or Changed Task in Liquid-planner-classic
Get Team Members in Presetcloud9 when New or Changed Task in Liquid-planner-classic
Popular Preset Cloud + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Preset Cloud
When this happens...
- Request a new Trigger for Preset Cloud
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
List All Teams in Preset Cloud when New or Changed Comment in Liquid-planner-classic
Use this flowGet Team Members in Presetcloud9 when New or Changed Comment in Liquid-planner-classic
Use this flowDelete a Team Member in Presetcloud9 when New or Changed Comment in Liquid-planner-classic
Use this flowList All Teams in Preset Cloud when New or Changed Task in Liquid-planner-classic
Use this flowGet Team Members in Presetcloud9 when New or Changed Task in Liquid-planner-classic
Use this flowDelete a Team Member in Presetcloud9 when New or Changed Task in Liquid-planner-classic
Use this flowList All Teams in Preset Cloud when New or Changed Project in Liquid-planner-classic
Use this flowGet Team Members in Presetcloud9 when New or Changed Project in Liquid-planner-classic
Use this flowDelete a Team Member in Presetcloud9 when New or Changed Project in Liquid-planner-classic
Use this flowList All Teams in Preset Cloud when New or Changed Package in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Preset Cloud 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 Preset Cloud integrations.
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
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 Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
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 Preset Cloud 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 Preset Cloud 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 Preset Cloud triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Preset Cloud. 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 Preset Cloud and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Preset Cloud 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.
