Connect Portfolio Manager and SendFox 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!
Unsubscribe Contact
Create Contact
Create a List
Remove Contact From a List
Get Campaign Details
List Campaigns
List Contacts
Find Contact
Ready to use Portfolio Manager and SendFox automations
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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.
New Unsubscribe
Triggered when a new contact is unsubscribed.
New Contact Added
Runs when a new contact is added to your SendFox account.
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.
Know More About Liquid Planner Classic and Sendfox Integrations
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Frequently Asked Questions
To start, connect both your Portfolio Manager and SendFox accounts to viaSocket. Once connected, you can set up a workflow where an event in Portfolio Manager triggers actions in SendFox (or vice versa).
Absolutely. You can customize how Portfolio Manager data is recorded in SendFox. This includes choosing which data fields go into which fields of SendFox, setting up custom formats, and filtering out unwanted information.
The data sync between Portfolio Manager and SendFox 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 SendFox. 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 SendFox
SendFox is an email marketing tool designed for content creators that combines automation and customization to help manage email lists and create engaging emails.
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