Connect Xero and Portfolio Manager
Integrate Xero 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 New Contact in Xero
Create Folder in LiquidPlanner Classic when New Contact in Xero
Add Comment to an Item in Liquid-planner-classic when New Contact in Xero
Create a Milestone in LiquidPlanner Classic when New Contact in Xero
Create a Note for an Item in Liquid-planner-classic when New Contact in Xero
Popular Xero + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Xero
When this happens...
New Contact
New Quote
New Credit Note
New Purchase Order
New Bill
New Bank Transaction
New Payment
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 New Contact in Xero
Use this flowCreate Folder in LiquidPlanner Classic when New Contact in Xero
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Contact in Xero
Use this flowCreate a Milestone in LiquidPlanner Classic when New Contact in Xero
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Contact in Xero
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Contact in Xero
Use this flowCreate a Package in LiquidPlanner Classic when New Contact in Xero
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Contact in Xero
Use this flowUpdate a Link in Liquid-planner-classic when New Contact in Xero
Use this flowSend Item Move After Command in Liquid-planner-classic when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note Is Created
New Purchase Order
Triggers when a new purchase order is created
New Bill
Triggers When You Add A New Bill
New Bank Transaction
Triggers When A New Bank Transaction Is Created
Do thisActions
Action is the task that follows automatically within your Xero integrations.
Create or Update Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
Create New Quote
Creates a New Quote
Find a Purchase Order
Find a Purchase Order By Order Number Or Order ID
Find Invoice
Finds An Invoice By Number Or Reference
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
Top 5 ways to Automate Xero with viaSocket
Learn the top 5 Xero automation workflows with viaSocket to streamline invoicing, CRM data, inventory sync, team updates, and secure data backup.
Accounting Automation Guide
Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
How to Automate Xero
Learn how to automate Xero and connect it with apps like Google Sheets, Shopify, Slack, and Mailchimp via viaSocket. Explore pricing and practical integration ideas to streamline accounting.
Supercharge Your Invoicing with viaSocket
Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors
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 Xero and Portfolio Manager free
No credit card required. Set up your first workflow in minutes.
About Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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 Xero 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 Xero 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 Xero triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Xero. 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 Xero and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero 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.
