
When this happens...

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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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
Triggers when a project is created or updated in LiquidPlanner Classic.
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Action is the task that follows automatically within your MailerCheck integrations.
Filter out bad emails with typos, errors, catch-all domains, and more.
Check a single email and receive the result asynchronously to avoid delays and timeouts.
Create a list with the specified name and emails.
Delete the list with the specified ID.
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

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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).
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.
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.
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 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 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.
Learn MoreLiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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