Connect Webinargeek and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Unsubscribed From Webinar
New Registration
Assessment Passed
New Live Viewer
New Replay Viewer
Live Viewer Stop Watching
Viewer Stop Watching
New Viewer Started Watching
Replay Viewer Stop Watching
New Email Verified
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 Webinargeek and Portfolio Manager automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Unsubscribed From Webinar
Triggers when someone unsubscribes from a webinar.
New Registration
Triggers when someone subscribes to a webinar.
Assessment Passed
Triggers when a viewer passes the assessment for a webinar.
New Live Viewer
Triggers after someone watches a live or automated webinar at the scheduled time (replays and on-demand webinars are excluded).
New Replay Viewer
Triggers when someone is watching a replay.
Live Viewer Stop Watching
Triggers when a live viewer stops watching a webinar.
Do thisActions
Action is the task that follows automatically within your Webinargeek integrations.
Subscribe to a Series of Webinars
Register someone to all webinars in the webinar series. If one of the webinars in the series has multiple broadcasts, the contact will be subscribed to the first upcoming one.
Subscribe to a Single Webinar
Register someone for your webinar.
Unsubscribe From a Broadcast
Unsubscribe a specific subscriber from a broadcast.
List All Webinar
List all the Webinars.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
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Frequently Asked Questions
To start, connect both your Webinargeek and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Webinargeek triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how Webinargeek 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 Webinargeek 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 Webinargeek 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 Webinargeek
Webinargeek is a comprehensive platform designed to facilitate the creation, management, and delivery of webinars. It offers a range of features to enhance audience engagement, track performance, and ensure seamless communication during live events. With tools for registration, interaction, and analytics, Webinargeek is ideal for businesses and educators looking to connect with their audience through webinars.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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