Connect MailChimp and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
new audience is created
Campaign Created or Sent
Email Opened
New Subscriber
New Unsubscriber
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
Ready to use MailChimp and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new audience is created
runs when new audience is created
Campaign Created or Sent
Runs when a campaign is created or sent.
Email Opened
Runs when a recipient opens an email in a specific campaign.
New Subscriber
Triggers when a new subscriber is added to an audience.
New Unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your MailChimp integrations.
Add Note to Subscriber
Adds a new note to an existing subscriber
Add Subscriber to Tag
Adds an existing subscriber's email address to a tag in your Mailchimp audience.
Update Subscriber
Update an existing subscriber using email address.
Archive Subscriber
Archives an existing subscriber.
Create Campaign
Creates a Campaign Draft.
Create Custom Event
Create a custom event for an existing subscriber
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Step by step guides to integrate MailChimp and Portfolio Manager
Frequently Asked Questions
To start, connect both your MailChimp and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in MailChimp triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how MailChimp 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 MailChimp 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 MailChimp 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 MailChimp
Mailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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