Integrations Portfolio Manager Sendinblue
Portfolio Manager + Sendinblue

Connect Portfolio Manager and Sendinblue to Build Intelligent Automations

Choose a Trigger

Portfolio Manager

When this happens...

Choose an Action

Sendinblue

Automatically do this!

Enable Integrations or automations with these events of Portfolio Manager and Sendinblue

Enable Integrations or automations with these events of Portfolio Manager and Sendinblue

Triggers

New or Changed Comment

New or Changed Comment

Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.

New or Changed Task

New or Changed Task

Triggers when a task is created or updated in your LiquidPlanner Classic workspace.

New or Changed Project

New or Changed Project

Triggers when a project is created or updated in LiquidPlanner Classic.

New or Changed Package

New or Changed Package

Fires when a package is created or updated in your LiquidPlanner Classic workspace.

Request a new Trigger for Portfolio Manager

Actions

Create an Event

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 Folder

Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

Add Comment to an Item

Add Comment to an Item

Create a comment on a specified item in a LiquidPlanner workspace.

Create a Milestone

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

Create a Note for an Item

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

Create a Link for an Item

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

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

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

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

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

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

The data sync between Portfolio Manager and Sendinblue 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 Sendinblue?

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 Sendinblue?

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

Portfolio Manager

About Portfolio Manager

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

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Sendinblue

About Sendinblue

Sendinblue is a comprehensive marketing platform that offers tools for email marketing, SMS marketing, chat, CRM, and automation to help businesses effectively engage with their audience and grow their customer base.

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