Integrations Zoho Books Portfolio Manager

Zoho Books + Portfolio Manager

Connect Zoho Books and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

When this happens...

New Sales Invoice
New Updated Sales Invoice

Choose an Action

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

Ready to use Zoho Books and Portfolio Manager automations

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Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

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getRandomCommentReplyFunction

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- text is ai
  ReplytoComment
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  ReplytoComment Guide
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  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
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  Add Step
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  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

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cmnt9r1ZY8HG

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Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
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  SendMail
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- has react
  SendDMMessage React
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Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Sales Invoice

Triggers when a new sales invoice is created.

New Updated Sales Invoice

Triggers when a sales invoice is updated.

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.

New or Changed Project

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

New or Changed Package

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

Request a new Trigger for Zoho Books

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 Customer

Creates a new customer.

Find Invoice

Finds an existing Invoice.

Create Item

Creates a new item.

Create Estimate

Generates a new estimate for a customer or lead.

Get all Invoices

Get a list of all invoices.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Zoho Books and Portfolio Manager?

To start, connect both your Zoho Books and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Portfolio Manager (or vice versa).

Can we customize how data from Zoho Books is recorded in Portfolio Manager?

Absolutely. You can customize how Zoho Books data is recorded in Portfolio Manager. This includes choosing which data fields go into which fields of Portfolio Manager, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Books and Portfolio Manager?

The data sync between Zoho Books and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Books to Portfolio Manager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Books and Portfolio Manager?

Yes, you can set conditional logic to control the flow of data between Zoho Books and Portfolio Manager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

About Zoho Books

Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.

Accounting

Learn More

About Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

Project Management

Learn More

Connect Zoho Books and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Zoho Books and Portfolio Manager automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Sales Invoice

New Updated Sales Invoice

New or Changed Comment

New or Changed Task

New or Changed Project

New or Changed Package

Do thisActionsAction is the task that follows automatically within your Zoho Books integrations.

Create Invoice

Create Customer

Find Invoice

Create Item

Create Estimate

Get all Invoices

We'll help you get started

Know More About Zoho Books and Liquid Planner Classic Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Zoho Books

About Portfolio Manager

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AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.