Connect Easybill and Portfolio Manager
Integrate Easybill with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment to an Item in Liquid-planner-classic when New Document Created in Easybill
Create a Milestone in LiquidPlanner Classic when New Document Created in Easybill
Create a Link for an Item in Liquid-planner-classic when New Document Created in Easybill
Create a Package in LiquidPlanner Classic when New Document Created in Easybill
Create Checklist Item for a Task in Liquid-planner-classic when New Document Created in Easybill
Popular Easybill + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Easybill
When this happens...
New Document Created
Project Updated
New Project Created
Project Deleted
New Task Created
Task Updated
Task Deleted
New SEPA Payment Created
SEPA Payment Updated
SEPA Payment Deleted
New Position Created
Position Updated
Position Deleted
Post Box Created
Post Box Updated
Post Box Delete
Post Box Fail
New Customer Created
Customer Update
Customer Delete
New Contact Created
Contact Update
Contact Delete
Document Update
Document Completed
Document Payment Add
Document Payment Delete
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
Add Comment to an Item in Liquid-planner-classic when New Document Created in Easybill
Use this flowCreate a Milestone in LiquidPlanner Classic when New Document Created in Easybill
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Document Created in Easybill
Use this flowCreate a Package in LiquidPlanner Classic when New Document Created in Easybill
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Document Created in Easybill
Use this flowUpdate a Link in Liquid-planner-classic when New Document Created in Easybill
Use this flowSend Item Move After Command in Liquid-planner-classic when New Document Created in Easybill
Use this flowSend Start Timer in Liquid-planner-classic when New Document Created in Easybill
Use this flowSend Stop Timer in Liquid-planner-classic when New Document Created in Easybill
Use this flowCreate an Estimate for a Task in Liquid-planner-classic when New Document Created in Easybill
Use this flowSupported Triggers & Actions
Everything you can automate between Easybill and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Project Deleted
Triggered when an project is deleted in Easybill.
New Task Created
Triggered when a new Task is created in Easybill.
Task Updated
Triggered when a Task is updated in Easybill.
Do thisActions
Action is the task that follows automatically within your Easybill integrations.
Create Customer
Create a customer in a accout
Delete Customer
Delete a Customer from account
Update Customer
Update a customer in a account.
Create Customer Groups
Creates Customer Groups in a account.
Delete Customer Group
Delete a customer group from account.
Update Customer Groups
Updates Customer Group in a account.
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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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.
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About Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
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 Easybill 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 Easybill 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 Easybill triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Easybill. 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 Easybill and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Easybill 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.
