Connect Cin7 Core and Portfolio Manager
Integrate Cin7 Core with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when When a new sale is created in Cin7 Core
Create Folder in LiquidPlanner Classic when When a new sale is created in Cin7 Core
Add Comment to an Item in Liquid-planner-classic when When a new sale is created in Cin7 Core
Create a Milestone in LiquidPlanner Classic when When a new sale is created in Cin7 Core
Create a Note for an Item in Liquid-planner-classic when When a new sale is created in Cin7 Core
Popular Cin7 Core + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Cin7 Core
When this happens...
When a new sale is created
When a purchase is updated
When a customer is created or updated
When a product's available stock level changes
When a sales invoice is authorised
When a supplier is updated
When a product is updated
When a sale credit note is authorised
When a purchase order is authorised
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
Create an Event in LiquidPlanner Classic when When a new sale is created in Cin7 Core
Use this flowCreate Folder in LiquidPlanner Classic when When a new sale is created in Cin7 Core
Use this flowAdd Comment to an Item in Liquid-planner-classic when When a new sale is created in Cin7 Core
Use this flowCreate a Milestone in LiquidPlanner Classic when When a new sale is created in Cin7 Core
Use this flowCreate a Note for an Item in Liquid-planner-classic when When a new sale is created in Cin7 Core
Use this flowCreate a Link for an Item in Liquid-planner-classic when When a new sale is created in Cin7 Core
Use this flowCreate a Package in LiquidPlanner Classic when When a new sale is created in Cin7 Core
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when When a new sale is created in Cin7 Core
Use this flowUpdate a Link in Liquid-planner-classic when When a new sale is created in Cin7 Core
Use this flowSend Item Move After Command in Liquid-planner-classic when When a new sale is created in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between Cin7 Core and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
When a customer is created or updated
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
When a product's available stock level changes
Runs the workflow automatically whenever any product's available stock level changes in the account.
When a sales invoice is authorised
Runs the workflow automatically whenever any sales invoice is authorised in the account.
When a supplier is updated
Runs the workflow automatically whenever any supplier is updated in the account.
Do thisActions
Action is the task that follows automatically within your Cin7 Core integrations.
Create Customer
Remove Default contact toggle and set Default: true in perform code
Update Customer
Update an existing customer's information, including addresses, contacts, and advanced account settings.
Find Products
Find products by name, SKU, ID, or modified date. Optionally include suppliers, BOM, stock movements, attachments, reorder levels, deprecated items, or custom prices.
Create Purchase Order
Create a purchase order to record supplier, item lines (SKU, quantity, price), taxes, and billing/shipping details in Cin7 Core.
List Purchases
List purchase orders in Cin7 Core with optional search filters
Add Supplier
Add a new supplier with contact, address, payment, tax, and account details.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Cin7 Core and Portfolio Manager free
No credit card required. Set up your first workflow in minutes.
About Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
About 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 Cin7 Core 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 Cin7 Core 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 Cin7 Core triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Cin7 Core. 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 Cin7 Core and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cin7 Core 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.
