Connect Zoho Books and Portfolio Manager
Integrate Zoho Books 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 Sales Invoice in Zoho Books
Create Folder in LiquidPlanner Classic when New Sales Invoice in Zoho Books
Add Comment to an Item in Liquid-planner-classic when New Sales Invoice in Zoho Books
Create a Milestone in LiquidPlanner Classic when New Sales Invoice in Zoho Books
Create a Note for an Item in Liquid-planner-classic when New Sales Invoice in Zoho Books
Popular Zoho Books + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Books
When this happens...
New Sales Invoice
Sales Invoice Updated
When a new estimate is created
When a new customer is created
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 Sales Invoice in Zoho Books
Use this flowCreate Folder in LiquidPlanner Classic when New Sales Invoice in Zoho Books
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Sales Invoice in Zoho Books
Use this flowCreate a Milestone in LiquidPlanner Classic when New Sales Invoice in Zoho Books
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Sales Invoice in Zoho Books
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Sales Invoice in Zoho Books
Use this flowCreate a Package in LiquidPlanner Classic when New Sales Invoice in Zoho Books
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Sales Invoice in Zoho Books
Use this flowUpdate a Link in Liquid-planner-classic when New Sales Invoice in Zoho Books
Use this flowSend Item Move After Command in Liquid-planner-classic when New Sales Invoice in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
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.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Or Update Customer
Creates a new customer or updates an existing customer in Zoho Books.
Update Invoice
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Update Contact
Update a customer's details by their customer ID.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
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 Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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 Zoho Books 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 Zoho Books 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 Zoho Books triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Zoho Books. 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 Zoho Books and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books 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.
