Embed Portfolio Manager (formerly LiquidPlanner) Integrations
inside your app
Project Management
Available Activities
Update Task
Updates an existing task
How would you like to work with Portfolio Manager (formerly LiquidPlanner)?
Learn how to use Portfolio Manager (formerly LiquidPlanner) with Integry
Take action on
Portfolio Manager (formerly LiquidPlanner)
Take action with more than 1,200+ pre-built actions or create your own.
When
Then
Add step
Auth included
for Portfolio Manager (formerly LiquidPlanner)
Get up and running right away with Integry's connector. You can whitelabel your connector as well.
Connecting your Acme account to Portfolio Manager (formerly LiquidPlanner)
Privacy policy
Embed
Portfolio Manager (formerly LiquidPlanner)
Integrations in
your app
Use our Marketplace SDK to embed, configure and customize integrations in your app
Acme AppApp Marketplace
Search for apps
Portfolio Manager (formerly LiquidPlanner)
Connected
Mailchimp
Connected
Slack
Connected
Todoist
Connected
Asana
Not Connected
Constant Contact
Not Connected
HubSpot
Not Connected
Jira
Not Connected
QuickBooks Online
Not Connected
Salesforce
Not Connected
Powered by
Integry.Privacy Policy
Integry.Privacy PolicyBuild Complex
Integrations
with Portfolio Manager (formerly LiquidPlanner)
Build any algorithm without coding. Use custom code, loops, conditions, control flow, storage, cache, recursion, HTTP calls and more...
WhenContact CreatedThenUpdate TaskNotify #team
Run Analysis
Add step
Use Pre-made
UI or Build
your own
Give your users UI to setup integrations
Configure parameter UI
Name
list
Data Type
String
Required
No
List
Select the list (Note: choose either a list or a campaign, not both).
Show field to user
Can this field be mapped?
Mapping source
Contact CreatedDropdown
Enter placeholder text...