Connect Billsby and Portfolio Manager
Integrate Billsby with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Customer in Billsby when New or Changed Comment in Liquid-planner-classic
Create One-Time Charge in Billsby when New or Changed Comment in Liquid-planner-classic
Find Customer in Billsby when New or Changed Comment in Liquid-planner-classic
Delete a Customer in Billsby when New or Changed Comment in Liquid-planner-classic
Add Feature Tags in Billsby when New or Changed Comment in Liquid-planner-classic
Popular Billsby + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Billsby
When this happens...
- Request a new Trigger for Billsby
Choose an action
Portfolio Manager
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
Update Customer in Billsby when New or Changed Comment in Liquid-planner-classic
Use this flowCreate One-Time Charge in Billsby when New or Changed Comment in Liquid-planner-classic
Use this flowFind Customer in Billsby when New or Changed Comment in Liquid-planner-classic
Use this flowDelete a Customer in Billsby when New or Changed Comment in Liquid-planner-classic
Use this flowAdd Feature Tags in Billsby when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Counter in Billsby when New or Changed Comment in Liquid-planner-classic
Use this flowUpdate Customer in Billsby when New or Changed Task in Liquid-planner-classic
Use this flowCreate One-Time Charge in Billsby when New or Changed Task in Liquid-planner-classic
Use this flowFind Customer in Billsby when New or Changed Task in Liquid-planner-classic
Use this flowDelete a Customer in Billsby when New or Changed Task in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Billsby and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Billsby integrations.
Update Customer
Update a customer's contact and billing details.
Create One-Time Charge
Charge a customer a one-time adjustable amount and create an invoice.
Find Customer
Find customer's details using their name.
Delete a Customer
Delete a customer.
Add Feature Tags
Adds feature tags to the provided subscriptionIds
Update Counter
Updates a counter
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Billsby
Billsby is a comprehensive subscription billing platform designed to simplify and automate the billing process for businesses. It offers features such as customizable billing cycles, detailed analytics, and seamless integration with various payment gateways.
Learn moreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Billsby and Portfolio Manager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Billsby and Portfolio Manager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Portfolio Manager. No coding required.
Yes. You can set up a workflow where Billsby triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Billsby. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Billsby and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Billsby and Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
