Plutio + Squarespace Forms

Create tasks in Plutio from new form submissions in Squarespace Forms

Manage your tasks efficiently with this workflow. As soon as a new form submission takes place on your Squarespace Forms site, a task is created in Plutio. This allows you to stay on track without the need of manually moving the data between the two platforms. A perfect solution to save time and increase productivity.

When this happens...
New Form Submission
Triggers when form submission is submitted.
TriggerInstant
automatically do this!
Create a Task
Create a new Task within a specific Task Group
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Polling
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- FormRequired
Trigger
Polling
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New Person
Triggers when a new person is created.
Trigger
Polling
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- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Polling
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- ProjectRequired
- Task BoardRequired
Trigger
Polling
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- 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

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Form
Triggers when a new form is created.
Trigger
Polling
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New Invoice
Triggers when a new Invoice is created
Trigger
Polling
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New Project
Triggers when a new Project is created.
Trigger
Polling
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- ProjectRequired
Trigger
Polling
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- Entity TypeRequired
Trigger
Polling
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- 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 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.

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