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Integrations Portfolio Manager ActiveCampaign

Portfolio Manager + ActiveCampaign

Connect Portfolio Manager and ActiveCampaign to Build Intelligent Automations

Choose a Trigger

When this happens...

New or Changed Comment
New or Changed Task
New or Changed Project
New or Changed Package

Choose an Action

Automatically do this!

Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact

Ready to use Portfolio Manager and ActiveCampaign automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

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.

Updated Contact

Triggers when an existing contact details are updated.

New Deal Task

Triggers when a new deal task is added.

Do thisActions
Action is the task that follows automatically within your Portfolio Manager integrations.

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.

Create a Milestone

Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.

Create a Note for an Item

Add a note to a specific item in a LiquidPlanner Classic workspace.

Create a Link for an Item

Attach a URL with display text to a specific item in a LiquidPlanner workspace.

We'll help you get started

Our team is all set to help you!

Know More About Liquid Planner Classic and Activecampaign Integrations

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Frequently Asked Questions

How do I start an integration between Portfolio Manager and ActiveCampaign?

To start, connect both your Portfolio Manager and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in ActiveCampaign (or vice versa).

Can we customize how data from Portfolio Manager is recorded in ActiveCampaign?

Absolutely. You can customize how Portfolio Manager data is recorded in ActiveCampaign. This includes choosing which data fields go into which fields of ActiveCampaign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Portfolio Manager and ActiveCampaign?

The data sync between Portfolio Manager and ActiveCampaign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Portfolio Manager to ActiveCampaign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Portfolio Manager and ActiveCampaign?

Yes, you can set conditional logic to control the flow of data between Portfolio Manager and ActiveCampaign. 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 Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

Project Management

Learn More

About ActiveCampaign

ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.

Marketing Email Newsletters

Learn More

Connect Portfolio Manager and ActiveCampaign to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Portfolio Manager and ActiveCampaign automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Task

New or Changed Project

New or Changed Package

Updated Contact

New Deal Task

Do thisActionsAction is the task that follows automatically within your Portfolio Manager integrations.

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

We'll help you get started

Know More About Liquid Planner Classic and Activecampaign Integrations

8 Best Free Email Marketing Tools You Need in 2025

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

Frequently Asked Questions

About Portfolio Manager

About ActiveCampaign

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Portfolio Manager integrations.