Connect Postmark and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Email Bounces
New Inbound Email
New Outbound Email Is Sent
New Message Stream
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 Postmark and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Bounces
Runs when an email sent through Postmark bounces.
New Inbound Email
Runs when a new inbound email is received
New Outbound Email Is Sent
Runs when a new outbound email is sent
New Message Stream
Runs when new message stream is created
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.
Do thisActions
Action is the task that follows automatically within your Postmark integrations.
Reactivate Email Address
Reactivates an email address that was previously bounced so it can receive emails again.
Send Email Using Template
Send an email to one or more recipients using a saved template.
Get Outbound Message Details
Get the details of a sent email by providing its message ID.
Get Bounce Dump
Get a raw data for a specific bounce.
Get Inbound Message Details
Retrieve the details of an inbound email using its message ID or by searching with sender, recipient, subject, or tag.
Send Email
Send an email from a verified sender to one or more recipients with optional CC, BCC, reply-to, formatted or plain text content, and an optional tag.
Know More About Postmark and Liquid Planner Classic Integrations
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Frequently Asked Questions
To start, connect both your Postmark and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Postmark triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Postmark 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 Postmark 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 Postmark 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 Postmark
Postmark is a reliable and fast email delivery service designed for developers. It ensures your transactional emails are delivered quickly and accurately, providing detailed analytics and insights.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
