Plutio Integrations

Project Management

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Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Wave

Accounting

Slack

Team Chat

Xero

Accounting

QuickBooks Online

Accounting

Trello

Project Management

Calendly

Scheduling & Booking

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Wave

Accounting

Slack

Team Chat

Xero

Accounting

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Wave

Accounting

Slack

Team Chat

Xero

Accounting

QuickBooks Online

Accounting

Trello

Project Management

Calendly

Scheduling & Booking

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Quickly automate Plutio integrations with Zapier's templates

Get Slack notifications when new Plutio projects are created
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Plutio + Slack
Create Plutio tasks from new Typeform responses
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Typeform + Plutio
Create Google Calendar events when new Plutio tasks are created
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Plutio + Google Calendar
Create Plutio tasks from new notes in Evernote
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Evernote + Plutio
Create Plutio tasks from new labeled emails in Gmail
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Gmail + Plutio
Add rows to Google Sheet spreadsheets when new Plutio tasks are created
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Plutio + Google Sheets
Create Plutio projects when new proposals are signed in Better Proposals
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Better Proposals + Plutio

Create Plutio tasks from new GitHub issues
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GitHub + Plutio

Get Slack notifications when new Plutio projects are created

Plutio + Slack

Create Plutio tasks from new Typeform responses

Typeform + Plutio

Create Google Calendar events when new Plutio tasks are created

Plutio + Google Calendar

Create Plutio tasks from new notes in Evernote

Evernote + Plutio

Create Plutio tasks from new labeled emails in Gmail

Gmail + Plutio

Add rows to Google Sheet spreadsheets when new Plutio tasks are created

Plutio + Google Sheets

Create Plutio projects when new proposals are signed in Better Proposals

Better Proposals + Plutio

Create Plutio tasks from new GitHub issues

GitHub + Plutio

Supported triggers and actions

What does this mean?

- Entity TypeRequired
  Filter Blocks by Entity Type
- EntityRequired
  Filter new Blocks by Entity
- Block TypeRequired
  Filter by specific Block Type
Trigger
Scheduled
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- FormRequired
  Select the Form to watch for new submissions
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- ProjectRequired
  Filter by Project name
- Task BoardRequired
  Filter by Task Board ID
- Task GroupRequired
  Select the Task Group to watch for new Tasks
Trigger
Scheduled
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- ProjectRequired
  Filter by Project name
- Task BoardRequired
  Select the Task Board to watch for new Task Groups
Trigger
Scheduled
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- Entity TypeRequired
- EntityRequired
  Select the Entity to allocate this Block to
- TypeRequired
  Select the Block Type to create
Action
Write
- Person First NameRequired
  Enter the new Persons' First Name
- Person Last NameRequired
  Enter the new Persons' Last Name
- Person Primary EmailRequired
  Enter the new Persons' Primary Email Address
- Person Primary NumberRequired
  Enter the new Persons' Primary Contact Number
- Person RoleRequired
  Enter the new Persons' Role (ie: client, teammate, etc)
- Invite to Plutio?Required
  Select whether you would like to invite this new Person to your Plutio
- Invitation Message
  Provide the body text of the invitation email for your this new Persons' invite
Action
Write

- ProjectRequired
  Filter by a specific Project
- Task BoardRequired
  Filter by a specific Task Board within the selected Project
- Task GroupRequired
  Filter by a specific Task Group within the selected Task Board
- Task Title
  Update the Task title
- Task Description Text
  Input the Description of the new Task in plain text (Max: 30000 Characters)
- Task Description HTML
  Input the Description of the new Task in HTML format
- Due Date
  Update or set the Task due date
- Assigned To
  Update or set the Task due date
Action
Write
- ProjectRequired
  Select the Project that this Task Group will be created in
- Task BoardRequired
  Select the Task Board that this Task Group will be created in
- Task Group TitleRequired
  Creates a new Task Group with this Title (Min: 1 Character, Max: 256 Characters)
Action
Write
- Invoice
  Select the Invoice to Delete
Action
Write
- Person Object IDRequired
  Enter the Persons' Plutio Object ID
Action
Write
- Invoice
  Select the Invoice to update
- Invoice Name
  Update the Name of the Invoice
- Client
  Change the Client allocated to this invoice
- Currency
  Update the Invoice Currency
- Issue Date
  Update the Issue Date of the Invoice
- Due Date
  Update the Due Date of the Invoice
- Payment Options
  Update the Payment Options for the Invoice
- Discount
  Update the Discount percentage applied to the Invoice
- Tax
  Update the Tax percentage applied to this Invoice
- Status
  Update the status of this Invoice
Action
Write
- ProjectRequired
  Filter by a specific Project
- Task BoardRequired
  Filter by a specific Task Board within the selected Project
- Task GroupRequired
  Filter by a specific Task Group within the selected Task Board
- TaskRequired
  Select the Task to update
- Task Title
  Update the Task title
- Task Description Text
  Input the Description of the new Task in plain text (Max: 30000 Characters)
- Task Description HTML
  Input the Description of the new Task in HTML format
- Task Status
  Update the Task status
- Due Date
  Update or set the Task due date
- Assigned To
  Update or set the Task due date
Action
Write
- Email Address
  Enter the Email Address for the Person or People you are looking for
- Phone Number
  Enter the Contact Number for the Person or People you are looking for
- First Name
  Enter the First Name of the Person or People you are looking for
- Last Name
  Enter the Last Name of the Person or People you are looking for
- Role
  Enter the Role of the Person or People you are looking for (ie: owner, co-owner, client, etc.)
- Status
  Select the Status of the Person or People you are looking for
Action
Search

New Form
Triggers when a new form is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
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New Project
Triggers when a new Project is created.
Trigger
Scheduled
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- ProjectRequired
  Select the Project to watch for new Task Boards
Trigger
Scheduled
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- Entity TypeRequired
  Select the Entity Type to watch for new Templates
Trigger
Scheduled
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- Entity Type
  Select the Entity Type for Template Selection
- Invoice Name
  Set the Name of this Invoice
- Client
  Who is this invoice for?
- Currency
  Select the Currency for this Invoice
- Issue Date
  Set the Issue Date for this Invoice
- Due Date
  Set the Due Date for this Invoice
- Payment Options
  Select the Payment Options available for this Invoice
- Discount
  Set the Discount percentage to be applied to this Invoice (if applicable)
- Tax
  Set the Tax percentage to be applied to this Invoice (if applicable)
- Status
  Select the Status of this Invoice
- Template Name
  Create a new Invoice from this Template
Action
Write
- Entity Type
  Select the Entity Type for Template Selection
- Project NameRequired
  Create a new Project with this name. (Min: 2 Max: 256)
- Template Name
  Create a new Project from this Template
Action
Write
- ProjectRequired
  Select the Project that this Task Board will be created in
- Task Board TitleRequired
  Create a new Task Board with this Title (Min: 1 Character, Max: 256 Characters)
Action
Write
- BlockRequired
  Select the Block to delete
Action
Write
- PersonRequired
  Select the Person you'd like to delete
Action
Write
- ProjectRequired
  Filter by a specific Project
- Task BoardRequired
  Filter by a specific Task Board within the selected Project
- Task GroupRequired
  Filter by a specific Task Group within the selected Task Board
- TaskRequired
  Select the Task to move
- Task PositionRequired
  Set the new Task position
Action
Write
- PersonRequired
  Select the Person you would like to Update
- Person First Name
  Update the Persons' First Name
- Person Last Name
  Update the Persons' Last Name
- Person Primary Email
  Update the Persons' Primary Email Address
- Person Primary Phone
  Update the Persons' Primary Contact Number
- Person Role
  Update the Persons' Role (ie: client, contractor, teammate, etc). *Note: you cannot allocate/update/apply 'co-owner' or 'owner' roles.
Action
Write
- Entity TypeRequired
  Select the Entity Type
- EntityRequired
  Select the Entity to retrieve Blocks for
Action
Search

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.

Related categories

Project Management

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Popular Plutio Integrations