Mailshake + Plutio

Create new people in Plutio when new leads appear in Mailshake

Transform your marketing efforts with this efficient workflow. When a new lead is generated in Mailshake, corresponding details are immediately created as a person in Plutio. This seamless process saves time, minimizes manual data entry, and fosters quicker lead engagement. Enhance productivity and stay organized with this streamlined connectivity between Mailshake and Plutio.

When this happens...
New Lead
Triggers when a lead is created.
TriggerScheduled
automatically do this!
Create Person
Creates a Person
ActionWrite

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Supported triggers and actions

What does this mean?

- Campaign
- Exclude Duplicates?
- Match Link
Trigger
Scheduled
Try It
- Campaign
- Lead Status
Trigger
Scheduled
Try It
- Campaign
- Exclude Duplicates?
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressRequired
- Full Name
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
Action
Write
- CampaignRequired
- CSV FileRequired
- Email Address Column NameRequired
- Full Name Column Name
- Phone Number Column Name
- Facebook URL Column Name
- Instagram ID Column Name
- LinkedIn URL Column Name
- Twitter ID Column Name
- Account Column Name
Action
Write

- CampaignRequired
- Pause or Unpause?Required
Action
Write
- Email AddressesRequired
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

- Assignee
- Campaign
Trigger
Scheduled
Try It
- Campaign
- Message Type
Trigger
Scheduled
Try It
- Campaign
- Reply Type
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressRequired
- Pause or Unpause?Required
Action
Write
- CampaignRequired
- Email AddressRequired
- Lead Status
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 Mailshake

Mailshake is a simple outreach tool that works with any Google account.

Related categories

Drip Emails

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

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Mailshake + Plutio

Create new people in Plutio when new leads appear in Mailshake

New Click

Campaign

Exclude Duplicates?

Match Link

New Lead Status

Campaign

Lead Status

New Open

Campaign

Exclude Duplicates?

Add Recipient by Email Address

Email AddressRequired

Full Name

First Name

Last Name

Phone Number

Facebook URL

Instagram ID

LinkedIn URL

Twitter ID

Account Name

Text Replacements

Add Recipients From CSV

CampaignRequired

CSV FileRequired

Email Address Column NameRequired

Full Name Column Name

Phone Number Column Name

Facebook URL Column Name

Instagram ID Column Name

LinkedIn URL Column Name

Twitter ID Column Name

Account Column Name

Pause/Unpause Campaign

CampaignRequired

Pause or Unpause?Required

Unsubscribe Recipients

Email AddressesRequired

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