Integrations Zoho Invoice Portfolio Manager

Zoho Invoice + Portfolio Manager

Connect Zoho Invoice and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for Zoho 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 Invoice and Portfolio Manager automations

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Automate Instagram Comment Replies with Smart DMs

When

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getRandomCommentReplyFunction

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- text is ai
  ReplytoComment
  Send a Private Reply
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  ReplytoComment Guide
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  Add Step
- multi keyword match
  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
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  Publish Photo with Tagging
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- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
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  Retrieve Shareable Link for a Video1
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- Twitter
  Twitter Tweet
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  Linkedin Article
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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
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  SendMail
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Actions and Triggers

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

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 Invoice

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

Create Invoice

Creates a New Invoice.

Create Contact

Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

Create Estimate

Creates a new estimate.

Create Contact Person

Create a new contact person.

Find Contact

Get a specific contact by contact id.

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Our team is all set to help you!

Know More About Zoho Invoice and Liquid Planner Classic Integrations

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Zoho Invoice 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 Invoice and Portfolio Manager?

The data sync between Zoho Invoice 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 Invoice 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 Invoice and Portfolio Manager?

Yes, you can set conditional logic to control the flow of data between Zoho Invoice 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 Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing

Proposal and Invoice Management

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 Invoice and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Zoho Invoice 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 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 Invoice integrations.

Create Invoice

Create Contact

Create Item

Create Estimate

Create Contact Person

Find Contact

We'll help you get started

Know More About Zoho Invoice and Liquid Planner Classic Integrations

Supercharge Your Invoicing with viaSocket

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

Frequently Asked Questions

About Zoho Invoice

About Portfolio Manager

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

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