Connect Suprsend and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Added
New Tenant Created
New Subscriber List Is Created
New Template Created
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 Suprsend and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Added
Creates a new user account in Supersend using the provided user details.
New Tenant Created
Runs when new tenant created
New Subscriber List Is Created
Runs when new list is created
New Template Created
Runs when new template 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 Suprsend integrations.
Edit User Profile
Edit user profile and channels
Create Or Update User
Create or update user profile
Create Or Update Object
Create or update an object
Create Subscriber List
Create a new subscriber list
Add Users To Subscriber List
Add users to a subscriber list
Remove Subscribers From List
Remove one or more subscribers
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Frequently Asked Questions
To start, connect both your Suprsend and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Suprsend triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Suprsend 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 Suprsend 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 Suprsend 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 Suprsend
SuprSend is a notification infrastructure platform that enables businesses and developers to create, manage, and deliver multi-channel notifications from a single API. It supports email, SMS, push, in-app, and chat notifications with advanced workflows, user preferences, and provider-agnostic integrations to ensure reliable and scalable communication
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn More
