Connect Wati and Portfolio Manager
Integrate Wati 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 Event Occurs in Wati
Create Folder in LiquidPlanner Classic when New Event Occurs in Wati
Add Comment to an Item in Liquid-planner-classic when New Event Occurs in Wati
Create a Milestone in LiquidPlanner Classic when New Event Occurs in Wati
Create a Note for an Item in Liquid-planner-classic when New Event Occurs in Wati
Popular Wati + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Wati
When this happens...
New Event Occurs
When a chatbot is triggered
When a template message is sent in Wati
When a session message is sent
When a new message is received from a contact
When a new message arrives in Wati
When a CTA (call-to-action) button is clicked
When a call's status changes
When a new message is received in Wati
When a message you sent is delivered
When a sent message is read in Wati
When a recipient replies to a sent message
When a template message fails to send
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 Event Occurs in Wati
Use this flowCreate Folder in LiquidPlanner Classic when New Event Occurs in Wati
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Event Occurs in Wati
Use this flowCreate a Milestone in LiquidPlanner Classic when New Event Occurs in Wati
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Event Occurs in Wati
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Event Occurs in Wati
Use this flowCreate a Package in LiquidPlanner Classic when New Event Occurs in Wati
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Event Occurs in Wati
Use this flowUpdate a Link in Liquid-planner-classic when New Event Occurs in Wati
Use this flowSend Item Move After Command in Liquid-planner-classic when New Event Occurs in Wati
Use this flowSupported Triggers & Actions
Everything you can automate between Wati and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
When a chatbot is triggered
Runs the workflow automatically when a chatbot is triggered in Wati.
When a template message is sent in Wati
Runs the workflow automatically whenever a template message is sent in Wati.
When a session message is sent
Runs the workflow automatically whenever a session message is sent in Wati.
When a new message is received from a contact
Runs the workflow automatically when a new message is received from a contact in Wati.
When a new message arrives in Wati
Runs the workflow automatically whenever a new message arrives in Wati.
Do thisActions
Action is the task that follows automatically within your Wati integrations.
Send WhatsApp Template Message
Send a WhatsApp message using a Wati template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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 Wati 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 Wati 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 Wati triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Wati . 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 Wati and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wati 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.
