Connect Maildrip and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Group
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Group
Triggers when a new contact group is created.
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.
Do thisActions
Action is the task that follows automatically within your Maildrip integrations.
Create Campaign
create a new campaign in maildrip.
Get All Campaign
Get all campaign from maildrip.
Get a Campaign Details
Get a specific campaign details.
Create a New Contact
create a new contact in Maildrip.
Get All Groups
Get all contact groups present in Maildrip.
Add a New Recipient
Adds a recipient to the specified campaign's repcipient list.
Know More About Maildrip and Liquid Planner Classic Integrations
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Frequently Asked Questions
To start, connect both your Maildrip and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Maildrip triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Maildrip 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 Maildrip 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 Maildrip 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 Maildrip
Maildrip is an intuitive email marketing and automation platform designed to streamline communication with customers. It allows businesses to create personalized, automated email campaigns based on user behavior, driving better engagement and conversions. With powerful segmentation, detailed analytics, and easy-to-use email templates, Maildrip helps businesses effectively manage their email marketing efforts, saving time while enhancing customer experience. The platform integrates seamlessly with various apps and services, offering a complete solution for targeted, data-driven marketing.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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