Connect Text-Em-All and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Outbound Text Sent
New Text Received
Broadcast Status Changes
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 Text-Em-All and Portfolio Manager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Outbound Text Sent
runs when new outbound text is sent
New Text Received
runs when New Text Received
Broadcast Status Changes
runs when Broadcast Status Changes
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 Text-Em-All integrations.
Add New Contact
Adds a contact and assigns them to selected groups.
Create Contact Group
Create a new contact group
Delete Group
Delete a group from Text-Em-All.
Remove Contact From Group
Remove a contact from a group.
Send Text Broadcast
Send a text broadcast to multiple contacts
Send Text Message
Send a text message to one or more recipients.
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Frequently Asked Questions
To start, connect both your Text-Em-All and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Text-Em-All triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Text-Em-All 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 Text-Em-All 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 Text-Em-All 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 Text-Em-All
Text-Em-All is a powerful communication platform designed to streamline mass messaging through text and voice. Ideal for businesses and organizations looking to efficiently reach large groups, it offers features for automated notifications, reminders, and alerts.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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