Connect MailerLite and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Subscriber Created
Subscriber Unsubscribed
Subscriber Added to Group
Subscriber Removed From Group
Subscriber Fields Updated
Subscriber Deleted
Subscriber Bounced
Campaign Sent
Subscriber Clicked Campaign Link
Subscriber Opened Campaign
Spam Complaint
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 MailerLite and Portfolio Manager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Subscriber Created
Triggers when a subscriber was created on your mailing list.
Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
Subscriber Added to Group
Triggers when a subscriber is added to a group.
Subscriber Removed From Group
Triggers when a subscriber has been removed from a group.
Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
Subscriber Deleted
Triggers when a subscriber is deleted or forgotten.
Do thisActions
Action is the task that follows automatically within your MailerLite integrations.
Create or Update Subscriber
Create or Update an existing subscriber
Add Subscriber to a Group
Adds an existing subscriber to a Group by its email address
Change Subscriber Email
Change an existing subscriber email.
Unsubscribe a Subscriber
Unsubscribe an existing subscriber by its id or email
Remove Subscriber From a Group
Remove a subscriber from a group by subscriber Id or email
Find a Group
Search for a group by name.
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Frequently Asked Questions
To start, connect both your MailerLite and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in MailerLite triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how MailerLite 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 MailerLite 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 MailerLite 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 MailerLite
MailerLite is an email marketing service provider with a focus on simplicity, excellent customer support, and beautiful email designs. MailerLite provides all the latest email marketing features designed to help you grow subscribers and build stronger relationships.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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