Connect Portfolio Manager and MSG91 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!
Send Campaign
Send Template SMS
Send a Mail
Create or Update Contact in Segmento
Update Contact In Segmento
Search a specific contact in Segmento
Schedule a Template SMS
Find Campaign Template Details
List WhatsApp Templates
Send WhatsApp Template Message
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Event
Check Template Status
Send WhatsApp Message
Generate Short URL
Verify OTP
Resend OTP
OTP Analytics
Send OTP via Widget
Resend Widget OTP
Verify Widget OTP
Verify Widget Token
Make a Voice Call
Send Voice Message
Send RCS Template Message
Create Alert
Close Alert
Send Mail via Hello
Search Tickets
Ready to use Portfolio Manager and MSG91 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.
WhatsApp Delivery Report Arrives
Runs when a new inbound or outbound WhatsApp delivery report arrives.
SMS Delivery Confirmation Arrives
Runs when an SMS sent from your account receives a delivery confirmation.
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.
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Frequently Asked Questions
To start, connect both your Portfolio Manager and MSG91 accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in MSG91 (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in MSG91. This includes choosing which data fields go into which fields of MSG91, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and MSG91 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 Portfolio Manager and MSG91. 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.
Learn MoreAbout MSG91
MSG91 is a cloud communication platform that provides APIs for SMS, WhatsApp, voice, email, RCS, OTP, and customer engagement automation for businesses.
Learn More
