Connect Lemlist and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Unsubscribed Recipient
New Campaign
New Company
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Unsubscribed Recipient
Triggers when a recipient be unsubscribes from an email subscription list.
New Campaign
Triggers when a new campaign is created.
New Company
Triggers when a new company is created.
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.
Do thisActions
Action is the task that follows automatically within your Lemlist integrations.
Add Lead to campaign
Add lead to a campaign
Search Lead
Search a lead
Add Recipient to Unsubscribe List
Add a recipient to unsubscribe list
Resume Lead From All Campaigns
Resume lead from all campaigns
Remove Lead From Unsubscribe
Remove lead from unsubscribe
Remove Lead From Campaign
Remove lead from a campaign
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Frequently Asked Questions
To start, connect both your Lemlist and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Lemlist triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Lemlist 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 Lemlist 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 Lemlist 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 Lemlist
lemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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