Connect Mobile Text Alerts and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Delivery Status Updated
SMS Reply Received
New SMS Sent
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 Mobile Text Alerts and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Delivery Status Updated
Triggered when a sent SMS message's delivery status changes (e.g., delivered, failed, or pending).
SMS Reply Received
Triggers when a new message reply is received.
New SMS Sent
Triggered when a new SMS message is sent.
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.
Do thisActions
Action is the task that follows automatically within your Mobile Text Alerts integrations.
Add Subscriber
Adds a new subscriber.
Add subscriber to group
Add a specific subcriber to group.
Send SMS Message
Send a text message to one or more selected subscribers or groups.
Create Message Template
Create a reusable SMS or MMS template with message text and an optional attachment URL.
Delete Scheduled Message
Delete a scheduled SMS or MMS using its scheduled message ID.
Remove Subscribers from Group
Remove one or more subscribers from group.
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Frequently Asked Questions
To start, connect both your Mobile Text Alerts and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Mobile Text Alerts triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Mobile Text Alerts 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 Mobile Text Alerts 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 Mobile Text Alerts 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 Mobile Text Alerts
Mobile Text Alerts allows you send mass SMS text messages to your group.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
