Connect Twist and Portfolio Manager
Integrate Twist 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 Thread in Twist
Create Folder in LiquidPlanner Classic when New Thread in Twist
Add Comment to an Item in Liquid-planner-classic when New Thread in Twist
Create a Milestone in LiquidPlanner Classic when New Thread in Twist
Create a Note for an Item in Liquid-planner-classic when New Thread in Twist
Popular Twist + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Twist
When this happens...
New Thread
New Comment Posted in Thread
New Message Posted in Conversation
Workspace Deleted
Workspace Updated
New Workspace
Workspace User Added
Workspace User Updated
Workspace User Removed
Channel Added
Channel Updated
Channel Deleted
Channel User Added
Channel User Removed
Thread Updated
Thread Deleted
Comment Updated in Thread
Comment Deleted in Thread
Message Updated in a Conversation
Message Deleted in a Conversation
Group Added
Group Updated
Group Deleted
Group User Added
Group User Removed
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 Thread in Twist
Use this flowCreate Folder in LiquidPlanner Classic when New Thread in Twist
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Thread in Twist
Use this flowCreate a Milestone in LiquidPlanner Classic when New Thread in Twist
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Thread in Twist
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Thread in Twist
Use this flowCreate a Package in LiquidPlanner Classic when New Thread in Twist
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Thread in Twist
Use this flowUpdate a Link in Liquid-planner-classic when New Thread in Twist
Use this flowSend Item Move After Command in Liquid-planner-classic when New Thread in Twist
Use this flowSupported Triggers & Actions
Everything you can automate between Twist and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Thread
Triggers when a new thread is created in a channel.
New Comment Posted in Thread
Triggers when a new comment is added in a thread.
New Message Posted in Conversation
Triggers when a new message is added anywhere inside a conversation.
Workspace Deleted
Triggers when a workspace is deleted.
Workspace Updated
Triggers when a workspace is updated.
New Workspace
Triggers when a workspace is added.
Do thisActions
Action is the task that follows automatically within your Twist integrations.
Add thread
Adds a new thread to a channel.
Post Comment
Post a comment to a thread you choose.
Post Message
Adds a message to an existing conversation.
List All Threads
Retrieves all threads from a selected Twist channel, with options to filter by pinned or starred status, date range, assignment, and ordering.
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.
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
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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 Twist and Portfolio Manager free
No credit card required. Set up your first workflow in minutes.
About Twist
Twist is a team communication tool designed to facilitate organized and efficient collaboration. It helps teams stay on the same page with threaded conversations, ensuring that important information is easy to find and follow.
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 Twist 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 Twist 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 Twist triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Twist. 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 Twist and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Twist 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.
