Connect Snov.io and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Campaign Email 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 Snov.io and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Campaign Email Sent
Runs when campaign email 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.
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 Snov.io integrations.
Add Or Update Prospect
Add or update a prospect
Find or Create a Prospect
Find, add, or update prospect
Email Verifier
Verify up to 10 email addresses using Snov.io’s email verification system. Automatically starts verification and returns the final verification results in a single action.
Search Emails By Name and Doamin
Find verified business email addresses using a prospect’s name and company domain. Automatically starts the search and returns the final verified email results in a single action.
Change Recipient Status
Set campaign recipient status
Collect emails
Collect emails found
Know More About Snovio and Liquid Planner Classic Integrations
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Frequently Asked Questions
To start, connect both your Snov.io and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Snov.io triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Snov.io 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 Snov.io 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 Snov.io 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 Snov.io
Snovio is a comprehensive platform designed to streamline your email outreach and lead generation efforts. It offers tools for email finding, verification, and sending, making it an essential resource for sales and marketing professionals looking to enhance their outreach strategies.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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