Integrations MailerCheck Portfolio Manager
MailerCheck + Portfolio Manager

Connect MailerCheck and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

MailerCheck

When this happens...

Choose an Action

Portfolio Manager

Automatically do this!

Ready to use MailerCheck and Portfolio Manager automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 MailerCheck

Do thisActions

Action is the task that follows automatically within your MailerCheck integrations.

Verify an Email Address

Verify an Email Address

Filter out bad emails with typos, errors, catch-all domains, and more.

Check Email Verification Async

Check Email Verification Async

Check a single email and receive the result asynchronously to avoid delays and timeouts.

Create List

Create List

Create a list with the specified name and emails.

Delete List

Delete List

Delete the list with the specified ID.

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.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how MailerCheck 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.

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

The data sync between MailerCheck and Portfolio Manager 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 MailerCheck to Portfolio Manager?

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 MailerCheck and Portfolio Manager?

Yes, you can set conditional logic to control the flow of data between MailerCheck 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.

MailerCheck

About MailerCheck

MailerCheck is an easy-to-use email and campaign analysis tool. Anyone using an email service provider can keep their email lists clean and their campaigns deliverable.

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Portfolio Manager

About Portfolio Manager

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

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