Connect Mailsac and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email Received
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 Email Received
Triggers when a new email message is received in a specified inbox.
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 Mailsac integrations.
Delete Email Message
Delete an email from the inbox using its message ID.
Move Message to Folder
Move an email to Inbox, Spam, or Trash for better organization.
Set Message Read/Unread
Mark an email as read or unread by toggling its status.
Star Message
Mark an email as important so it won’t be automatically deleted when your mailbox is full.
Add Label To Message
Add a label to an email to help organize messages.
Remove Label From Message
Remove a label from a message to ungroup or reorganize it.
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Frequently Asked Questions
To start, connect both your Mailsac and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Mailsac triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Mailsac 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 Mailsac 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 Mailsac 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 Mailsac
Mailsac is a versatile email testing and disposable email service that allows developers and testers to receive and test emails without the need for a permanent email address. It is ideal for testing email workflows, verifying email functionalities, and ensuring that email communications are working as intended in applications.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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