Connect Qase and Portfolio Manager
Integrate Qase 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 Test Run in Qase
Create Folder in LiquidPlanner Classic when New Test Run in Qase
Add Comment to an Item in Liquid-planner-classic when New Test Run in Qase
Create a Milestone in LiquidPlanner Classic when New Test Run in Qase
Create a Note for an Item in Liquid-planner-classic when New Test Run in Qase
Popular Qase + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Qase
When this happens...
New Test Run
New Test Run Completed
New Test Result
New Defect
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 Test Run in Qase
Use this flowCreate Folder in LiquidPlanner Classic when New Test Run in Qase
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Test Run in Qase
Use this flowCreate a Milestone in LiquidPlanner Classic when New Test Run in Qase
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Test Run in Qase
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Test Run in Qase
Use this flowCreate a Package in LiquidPlanner Classic when New Test Run in Qase
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Test Run in Qase
Use this flowUpdate a Link in Liquid-planner-classic when New Test Run in Qase
Use this flowSend Item Move After Command in Liquid-planner-classic when New Test Run in Qase
Use this flowSupported Triggers & Actions
Everything you can automate between Qase and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Test Run
Runs when a new test run starts in a chosen project, optionally for a milestone or environment.
New Test Run Completed
Runs when a test run in a chosen project finishes (passed, failed or aborted).
New Test Result
Runs when a new test result is recorded in a chosen project, optionally for one run or status.
New Defect
Runs when a new defect is logged in a chosen project.
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.
Do thisActions
Action is the task that follows automatically within your Qase integrations.
Create Test Case
Create a test case with steps, severity and priority in a chosen project and suite.
Create Test Run
Start a test run in a project with chosen cases, a test plan, or all cases, plus environment and milestone.
Update Test Case
Update a test case's title, steps, severity, tags or other fields. Empty fields stay unchanged.
Find Test Cases
Find test cases in a project by name, suite, severity, status or other filters, or get one by ID.
Update Test Run
Update a test run's title, description, environment, milestone, tags or configurations. Empty fields stay unchanged.
Complete Test Run
Mark a test run as complete so its results are final.
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 Qase
Qase is a test management platform for organizing manual and automated tests, managing test runs, and tracking software quality across development teams.
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 Qase 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 Qase 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 Qase triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Qase. 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 Qase and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Qase 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.
