Integrations Portfolio Manager Easybill
Portfolio Manager + Easybill

Popular Portfolio Manager + Easybill flows

Start from a real workflow other teams are already running.

Choose a trigger

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Portfolio Manager

When this happens...

Choose an action

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Easybill

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Portfolio Manager and Easybill.

When this happensTriggers

A trigger is an event that starts a workflow.

New or Changed Comment

New or Changed Comment

Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.

New or Changed Task

New or Changed Task

Triggers when a task is created or updated in your LiquidPlanner Classic workspace.

New or Changed Project

New or Changed Project

Triggers when a project is created or updated in LiquidPlanner Classic.

New or Changed Package

New or Changed Package

Fires when a package is created or updated in your LiquidPlanner Classic workspace.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

Do thisActions

Action is the task that follows automatically within your Portfolio Manager integrations.

Create an Event

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 Folder

Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.

Add Comment to an Item

Add Comment to an Item

Create a comment on a specified item in a LiquidPlanner workspace.

Create a Milestone

Create a Milestone

Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.

Create a Note for an Item

Create a Note for an Item

Add a note to a specific item in a LiquidPlanner Classic workspace.

Create a Link for an Item

Create a Link for an Item

Attach a URL with display text to a specific item in a LiquidPlanner workspace.

How to build your first workflow with viaSocket
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  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Easybill
Easybill + Portfolio Manager
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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 more

Frequently Asked Questions

How do I connect Portfolio Manager and Easybill?

Sign up for a free viaSocket account, then authorize both your Portfolio Manager and Easybill 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Portfolio Manager and Easybill as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Portfolio Manager to Easybill?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Easybill. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Portfolio Manager triggers actions in Easybill, and a separate workflow where Easybill triggers actions in Portfolio Manager. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Portfolio Manager and Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Portfolio Manager and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.