Connect Telegram and Portfolio Manager
Integrate Telegram with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Note for an Item in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Send Stop Timer in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Update Milestone in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Create Dependency in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Send Item Move Before Command in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Popular Telegram + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Telegram
When this happens...
When the Telegram bot receives a new message
When a new image arrives in Telegram
When a new message or image is sent to the bot
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 a Note for an Item in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Use this flowSend Stop Timer in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Use this flowUpdate Milestone in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Use this flowCreate Dependency in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Use this flowSend Item Move Before Command in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Use this flowTrigger Un-Accept Timesheet in Liquid-planner-classic when When a new message or image is sent to the bot in Telegram
Use this flowSend Message via Telegram when New or Changed Comment in Liquid-planner-classic
Use this flowReply To Message in Telegram when New or Changed Comment in Liquid-planner-classic
Use this flowGet Channel Member Count from a Telegram channel when New or Changed Comment in Liquid-planner-classic
Use this flowList Messages from Telegram when New or Changed Comment in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Telegram and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
When the Telegram bot receives a new message
Runs the workflow automatically whenever your Telegram bot receives a new message.
When a new image arrives in Telegram
Runs the workflow automatically whenever a new image arrives in the connected Telegram bot.
When a new message or image is sent to the bot
Runs the workflow automatically whenever a new message or image is sent to the Telegram bot.
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.
Do thisActions
Action is the task that follows automatically within your Telegram integrations.
Send Message
Send text, media, location, contact, poll, or album messages to a Telegram chat, optionally with buttons for recipients.
Reply To Message
Send a reply to a specific message in a Telegram chat.
Get Channel Member Count
Retrieve the total number of members in a channel.
List Messages
Get a list of messages.
Get A File
Retrieve a file detail.
Delete Message
Delete a specific message from a chat your bot manages.
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 Telegram
Bots on Telegram are small applications that run entirely within the platform and can be designed to support any kind of task or service.
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 Telegram 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 Telegram 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 Telegram triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Telegram. 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 Telegram and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Telegram 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.
