Connect Zite and Portfolio Manager
Integrate Zite 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 Records or Updated in Zite
Create Folder in LiquidPlanner Classic when New Records or Updated in Zite
Add Comment to an Item in Liquid-planner-classic when New Records or Updated in Zite
Create a Milestone in LiquidPlanner Classic when New Records or Updated in Zite
Create a Note for an Item in Liquid-planner-classic when New Records or Updated in Zite
Popular Zite + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Zite
When this happens...
New Records or Updated
When an Record is Created
When a new record is created
When a record is deleted
When an Table is Created
When an Field is updated
When an Record is updated
When a table is deleted
When a field is created
When a field is deleted
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 Records or Updated in Zite
Use this flowCreate Folder in LiquidPlanner Classic when New Records or Updated in Zite
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Records or Updated in Zite
Use this flowCreate a Milestone in LiquidPlanner Classic when New Records or Updated in Zite
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Records or Updated in Zite
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Records or Updated in Zite
Use this flowCreate a Package in LiquidPlanner Classic when New Records or Updated in Zite
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Records or Updated in Zite
Use this flowUpdate a Link in Liquid-planner-classic when New Records or Updated in Zite
Use this flowSend Item Move After Command in Liquid-planner-classic when New Records or Updated in Zite
Use this flowSupported Triggers & Actions
Everything you can automate between Zite and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Records or Updated
Triggers when a new article is created in Zite.
When an Record is Created
Runs the workflow automatically whenever an existing article is updated in Zite.
When a new record is created
Runs the workflow automatically whenever a new record is added to the specified table in Zite.
When a record is deleted
Runs the workflow automatically whenever any record is deleted in Zite.
When an Table is Created
Runs the workflow automatically whenever an existing article is updated in Zite.
When an Field is updated
Runs the workflow automatically whenever an existing article is updated in Zite.
Do thisActions
Action is the task that follows automatically within your Zite integrations.
Create Record
Create a record in the selected table using the provided field values.
List Records
Retrieve records from a Zite table with optional filtering, sorting, and pagination.
List Databases, Tables, or Records
List databases, tables in a selected database, or records (all or selected) from a table.
Delete Record
Remove a specific record from a table in your database.
Delete Records
Delete multiple records from a Zite table by record IDs (up to 100).
Execute SQL Query
Execute a SQL query on a Zite database and return results; supports optional JSON query parameters and a statement timeout.
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 Zite
Zite is an AI-powered no-code app builder that helps businesses create custom apps, workflows, dashboards, portals, CRMs, and databases using plain-language prompts.
Learn more
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 Zite 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 Zite 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 Zite triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Zite. 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 Zite and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zite 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.
