Connect Clearout and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Clearout
Choose an Action
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
Ready to use Clearout and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
New or Changed Package
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Clearout integrations.
Verify Email Address
Verify an email address to know its status (Valid or Invalid or Catch-All or Disposable or Free Account, Spamtrap or Toxic).
Verify Email Address for CatchAll
Verify an email address for Catch-All. A 'Catch-All' email account is the account that captures emails sent to any invalid email addresses of the domain and never bounces it back to the sender.
Verify Email Address for Disposable
Verify email address for Disposable. Generally, a disposable email address is a temporary mailbox that can only receive an email, self-destructed after a certain time elapses. It is also known by names like throwaway email, fake-mail or trash-mail, such type of email addresses are used for account activation, thus by not revealing personal email address to the service provider, so it is highly recommended not to send emails to disposable addresses
Verify Email Address for Business Email
Verify email address belongs to Business or Work or Professional. Most business sites/applications require to capture only the business email addresses. However, in certain contexts, businesses can receive better open/response rates when only sending to non-free email addresses.
Verify Email Address for Role
Verify email address for role account, typically these addresses are associated with a role or group (postmaster, support, sales, etc.) account instead of a person. In some instances, mailing to a role address can lead to a decreased open rate and is generally advised against while sending an email.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Know More About Clearout and Liquid Planner Classic Integrations
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Frequently Asked Questions
To start, connect both your Clearout and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Clearout triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Clearout data is recorded in Portfolio Manager. This includes choosing which data fields go into which fields of Portfolio Manager, setting up custom formats, and filtering out unwanted information.
The data sync between Clearout and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clearout and Portfolio Manager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Clearout
Clearout is a powerful email validation and verification platform designed to ensure your emails reach the inbox. It eliminates bounces, detects fake or risky addresses, prevents fraudulent signups, and safeguards your sender reputation — helping you maintain clean, reliable contact lists for better deliverability and campaign success.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
