Connect GMass and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Email Opened
Email Clicked
Email Bounced
Email Replied
Email Sent
Email Unsubscribed
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 GMass and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Opened
Triggers when an email is opened.
Email Clicked
Triggers when a link in an email is clicked.
Email Bounced
Triggers when an email bounces.
Email Replied
Triggers when an email that is sent as part of a campaign receives a reply.
Email Sent
Triggers when an individual email is sent as part of a campaign. This is not the trigger for transactional emails.
Email Unsubscribed
Triggers when an email address is unsubscribed from your GMass account.
Do thisActions
Action is the task that follows automatically within your GMass integrations.
Add unsubscribe
Adds an email address to your account's unsubscribe list. This will prevent your account from sending any campaigns to this address.
Remove Email Address From Campaign
Stops a campaign from sending to a particular email address. This is different from "Add Unsubscribe" because this is like unsubscribing an address just for a particular campaign rather than account-wide.
Send a Transactional Email
Sends a single transactional email.
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.
Add Comment to an Item
Create a comment on a specified item in a LiquidPlanner workspace.
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Frequently Asked Questions
To start, connect both your GMass and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in GMass triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how GMass 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 GMass 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 GMass 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 GMass
GMass is a powerful email marketing tool that integrates with Gmail to enable users to send mass emails, create email campaigns, and track their performance. It is designed to help businesses and individuals streamline their email marketing efforts directly from their Gmail account.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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