Create integrations between Plutio and Deskera to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Plutio and Deskera to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Entity TypeRequired
EntityRequired
Block TypeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
Task BoardRequired
Task GroupRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
Task BoardRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEntity TypeRequired
EntityRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person First NameRequired
Person Last NameRequired
Person Primary EmailRequired
Person Primary NumberRequired
Person RoleRequired
Invite to Plutio?Required
Invitation Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task BoardRequired
Task GroupRequired
Task Title
Task Description Text
Task Description HTML
Due Date
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task BoardRequired
Task Group TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Object IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice
Invoice Name
Client
Currency
Issue Date
Due Date
Payment Options
Discount
Tax
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task BoardRequired
Task GroupRequired
TaskRequired
Task Title
Task Description Text
Task Description HTML
Task Status
Due Date
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Phone Number
First Name
Last Name
Role
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appNew CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New CRM Contact
Triggers when a New Contact is Created in CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a New Product is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product CodeRequired
Product DescriptionRequired
Product QuantityRequired
Unit PriceRequired
DiscountRequired
Discount In PercentRequired
Tax CodeRequired
Tax AmountRequired
Total AmountRequired
Product OrderRequired
Purchase Invoice Item Code
Is Draft?
Is Received Completed?
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
Document Sequence Code
Sequence Format
Is Opening Invoice?
Total AmountRequired
Payable Account Code
Tax AmountRequired
Opening Document Number
StatusRequired
Contact CodeRequired
Purchase Invoice TypeRequired
Document Type
Document Code
Supplier Invoice Number
Purchase Order Ref No
CurrencyRequired
Exchange Rate
Purchase Invoice DateRequired
Purchase Invoice Due DateRequired
Memo
Attachments
Unit Price GstInclusiveRequired
Due Amount
Is Recurring?Required
Is Recurring Activated?Required
Receipt StatusRequired
Account Code
Account Description
Discount
Discount In Percent
Tax Code
Tax Amount
Amount
Total Amount
Account Order
Recurrence Type
Recurrence Frequency
Invoice Recurring Count
Recurrence End Date
Contact NameRequired
Contact AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Contact Number
New People Name
Organization
Amount
PipelineRequired
StageRequired
Closing DateRequired
Deal Date
Visibility
Owner
Sub Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Total Price
Sub Total PriceRequired
Taxes IncludedRequired
Financial StatusRequired
Email
Contact IDRequired
Contact First NameRequired
Contact Last NameRequired
Contact Email
Line Items Product IdRequired
Line Items QuantityRequired
Line Items PriceRequired
Line Items Tax Rate
Line Items TitleRequired
Line Items DiscountRequired
Total TaxRequired
Total DiscountRequired
Shipping Lines
Payment Account Code
Billing Address1
Billing Address2
Billing CountryRequired
Billing StateRequired
Billing CityRequired
Billing Postal CodeRequired
Shipping Address1
Shipping Address2
Shipping CountryRequired
Shipping StateRequired
Shipping CityRequired
Shipping Postal CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product typeRequired
Product IdRequired
Product Barcode
Product description
Purchase account codeRequired
Sales account codeRequired
Purchase return account code
Sales return account code
Purchase tax code
Sales tax code
Is purchase price tax inclusive?Required
Is sales price tax inclusive?Required
Stock UomRequired
Cost Of Goods Sold AccountRequired
Stock Adjustment AccountRequired
Inventory AccountRequired
Category code
Category Description
Is TaxableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
NameRequired
Email
Contact Number
New People Name
Organization
Amount
PipelineRequired
StageRequired
Closing DateRequired
Deal Date
Visibility
Owner
Sub Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new Invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEntity Type
Invoice Name
Client
Currency
Issue Date
Due Date
Payment Options
Discount
Tax
Status
Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Type
Project NameRequired
Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task Board TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BlockRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task BoardRequired
Task GroupRequired
TaskRequired
Task PositionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Person First Name
Person Last Name
Person Primary Email
Person Primary Phone
Person Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
EntityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a New Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New CRM Deal
Triggers when a New Deal is Created in CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account CodeRequired
Account NameRequired
Account DescriptionRequired
Account Group IdRequired
Account Group NameRequired
Tax CodeRequired
Currency CodeRequired
Account StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Contact NameRequired
email IdRequired
Receivable Account CodeRequired
Payable Account CodeRequired
Currency CodeRequired
Payment Term CodeRequired
Billing Address1Required
Billing Address2
Billing Country
Billing State
Billing City
Billing PostalCode
Is Preferred Billing Address?Required
Shipping Address1Required
Shipping Address2
Shipping Country
Shipping State
Shipping City
Shipping PostalCode
Is Preferred Shipping Address?Required
StatusRequired
Is Customer?Required
Is Vendor?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Organization
Label
Email
Country Code
Phone
Address
Visibility
Owner
Sub Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
Document Code
Purchase Order Ref No
CurrencyRequired
Exchange Rate
Sales Invoice DateRequired
Sales Invoice Due DateRequired
Memo
Attachments
Unit Price GstInclusiveRequired
Due AmountRequired
Is Recurring?Required
Is Recurring Activated?Required
Product CodeRequired
Product Description
Product QuantityRequired
Unit PriceRequired
DiscountRequired
Discount In PercentRequired
Tax Code
Tax AmountRequired
Total AmountRequired
Product Order
Product TypeRequired
Recurrence Type
Recurrence Frequency
Invoice Recurring Count
Recurrence End Date
Contact NameRequired
Contact AddressRequired
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
Ship By DateRequired
Fulfillment Status
Is Draft?
Fulfillment Complete
Document Sequence Code
Sequence Format
Is Opening Invoice?Required
Total AmountRequired
Payable Account Code
Tax AmountRequired
Opening Document Number
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is Draft?
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
Document Sequence Code
Sequence Format
Vendor Code
Currency CodeRequired
Contact NameRequired
Contact AddressRequired
Delivery DateRequired
Document DateRequired
Due DateRequired
Exchange Rate
Memo
Order Type
Unit Price GstInclusiveRequired
Attachments
Total AmountRequired
Opening Order
Document Type
Document Code
StatusRequired
Account Code
Product Code
Product Description
Product Quantity
Unit Price
Discount
Discount In Percent
Tax Code
Tax Amount
Total Amount
Product Order
Purchase Order Item Code
Is Drop Ship?
Warehouse Code
Back Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact CodeRequired
Contact NameRequired
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
CurrencyRequired
Contact AddressRequired
Exchange Rate
Quotation Code
Document Sequence Code
Sequence Format
Document DateRequired
Fulfillment DateRequired
Fulfillment On
Valid Till DateRequired
Closed Date
Memo
Unit Price GstInclusiveRequired
Attachments
Status
Fulfillment Status
Is Deleted?
Document TypeRequired
Document CodeRequired
Product CodeRequired
Document Sequence Code
Product NameRequired
Product DescriptionRequired
Product QuantityRequired
Unit PriceRequired
DiscountRequired
Discount In PercentRequired
Tax Code
Tax Name
Tax Amount
AmountRequired
Product Order
Quotation Item CodeRequired
Product TypeRequired
Available QuantityRequired
Total AmountRequired
Is Draft?
Ship By DateRequired
Fulfillment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.