Connect ReadMe and Portfolio Manager
Integrate ReadMe 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 Updated Branches in ReadMe
Create Folder in LiquidPlanner Classic when Updated Branches in ReadMe
Add Comment to an Item in Liquid-planner-classic when Updated Branches in ReadMe
Create a Milestone in LiquidPlanner Classic when Updated Branches in ReadMe
Create a Package in LiquidPlanner Classic when Updated Branches in ReadMe
Popular ReadMe + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
ReadMe
When this happens...
Updated Branches
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 Updated Branches in ReadMe
Use this flowCreate Folder in LiquidPlanner Classic when Updated Branches in ReadMe
Use this flowAdd Comment to an Item in Liquid-planner-classic when Updated Branches in ReadMe
Use this flowCreate a Milestone in LiquidPlanner Classic when Updated Branches in ReadMe
Use this flowCreate a Package in LiquidPlanner Classic when Updated Branches in ReadMe
Use this flowUpdate Milestone in Liquid-planner-classic when Updated Branches in ReadMe
Use this flowCreate Dependency in Liquid-planner-classic when Updated Branches in ReadMe
Use this flowSend Clear Timer in Liquid-planner-classic when Updated Branches in ReadMe
Use this flowUpload Image to ReadMe when New or Changed Package in Liquid-planner-classic
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when Updated Branches in ReadMe
Use this flowSupported Triggers & Actions
Everything you can automate between ReadMe and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Branches
Retrieve branches updated in the last N minutes.
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 ReadMe integrations.
Show Documentation Branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create Documentation Category
Create a new documentation category in the selected branch and section.
Update Category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create Custom Page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Upload Image
Add an image to your ReadMe documentation.
List Categories
Show all or one category
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Explore viaSocket, a no-code AI-powered automation platform that connects 2,000+ apps to automate repetitive tasks. Learn how it works, set up triggers and actions, and start automating your day.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating ReadMe and Portfolio Manager free
No credit card required. Set up your first workflow in minutes.
About ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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 ReadMe 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 ReadMe 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 ReadMe triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in ReadMe. 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 ReadMe and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ReadMe 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.
