Formstack + Plutio

Create new people in Plutio from new Formstack submissions

Easily streamline and organize your contacts with this Formstack and Plutio integration. When a new submission is added in Formstack, this workflow will create a person in Plutio, allowing you to manage and track your contact information effortlessly. Save time and improve your workflow with this automatic contact management solution.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Create Person
Creates a Person
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Scheduled
Try It
- FormRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Task BoardRequired
Trigger
Scheduled
Try It

- Entity TypeRequired
- EntityRequired
- TypeRequired
Action
Write
- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
Action
Write
- Invoice
Action
Write
- Person Object IDRequired
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
Action
Search

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Form
Triggers when a new form is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
Try It
New Project
Triggers when a new Project is created.
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- Entity TypeRequired
Trigger
Scheduled
Try It
- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write
- Entity Type
- Project NameRequired
- Template Name
Action
Write
- ProjectRequired
- Task Board TitleRequired
Action
Write
- BlockRequired
Action
Write
- PersonRequired
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
Action
Write
- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity TypeRequired
- EntityRequired
Action
Search

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more Help

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Forms & Surveys

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About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Formstack + Plutio

Create new people in Plutio from new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

New Block

Entity TypeRequired

EntityRequired

Block TypeRequired

New Form Submission

FormRequired

New Person

New Task

ProjectRequired

Task BoardRequired

Task GroupRequired

New Task Group

ProjectRequired

Task BoardRequired

Create Block

Entity TypeRequired

EntityRequired

TypeRequired

Create Person

Person First NameRequired

Person Last NameRequired

Person Primary EmailRequired

Person Primary NumberRequired

Person RoleRequired

Invite to Plutio?Required

Invitation Message

Create a Task

ProjectRequired

Task BoardRequired

Task GroupRequired

Task Title

Task Description Text

Task Description HTML

Due Date

Assigned To

Create Task Group

ProjectRequired

Task BoardRequired

Task Group TitleRequired

Delete Invoice

Invoice

Find Person

Person Object IDRequired

Update Invoice

Invoice

Invoice Name

Client

Currency

Issue Date

Due Date

Payment Options

Discount

Tax

Status

Update a Task

ProjectRequired

Task BoardRequired

Task GroupRequired

TaskRequired

Task Title

Task Description Text

Task Description HTML

Task Status

Due Date

Assigned To

Retrieve Person/People

Email Address

Phone Number

First Name

Last Name