Connect Todoist and Portfolio Manager
Integrate Todoist with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Folder in LiquidPlanner Classic when Project Created in Todoist
Add Comment to an Item in Liquid-planner-classic when Project Created in Todoist
Create a Link for an Item in Liquid-planner-classic when Project Created in Todoist
Create a Package in LiquidPlanner Classic when Project Created in Todoist
Create Checklist Item for a Task in Liquid-planner-classic when Project Created in Todoist
Popular Todoist + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Todoist
When this happens...
Project Created
New Incomplete Task
New Complete Task
New Task Created in Project
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 Folder in LiquidPlanner Classic when Project Created in Todoist
Use this flowAdd Comment to an Item in Liquid-planner-classic when Project Created in Todoist
Use this flowCreate a Link for an Item in Liquid-planner-classic when Project Created in Todoist
Use this flowCreate a Package in LiquidPlanner Classic when Project Created in Todoist
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when Project Created in Todoist
Use this flowSend Item Move After Command in Liquid-planner-classic when Project Created in Todoist
Use this flowSend Stop Timer in Liquid-planner-classic when Project Created in Todoist
Use this flowUpdate Milestone in Liquid-planner-classic when Project Created in Todoist
Use this flowCreate an Estimate for a Task in Liquid-planner-classic when Project Created in Todoist
Use this flowCreate Dependency in Liquid-planner-classic when Project Created in Todoist
Use this flowSupported Triggers & Actions
Everything you can automate between Todoist and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when a new project is created in Todoist.
New Incomplete Task
Runs when a new incomplete task is added to the selected project within the last 15 minutes.
New Complete Task
Triggers when Task is completed.
New Task Created in Project
Runs when a new task is added to a selected project in Todoist.
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 Todoist integrations.
Find or Create Project
Find an exiting project or create a new project
Update Task
Updates an existing Todoist task with a new title, description, due date, labels, priority, duration, or assignee.
Complete Task
Marks a task as completed.
Create Task
Creates a new task in Todoist with the provided title and details.
Create Project
Creates a new Todoist project and optionally sets its color, parent project, favorite status, and view style (list or board).
Add Comment
Adds a comment to a selected Todoist task.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Todoist and Portfolio Manager workflows.
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About Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
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 Todoist 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 Todoist 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 Todoist triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Todoist. 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 Todoist and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Todoist 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.
