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Plutio + Tally

Create projects in Plutio from new submissions in Tally

Effortlessly manage your projects with this automation that connects Tally and Plutio. When a new submission is received in Tally, a project will be created in Plutio, allowing you to seamlessly track and organize your workload. Save time and reduce manual tasks, while ensuring your projects remain up-to-date and organized.

Effortlessly manage your projects with this automation that connects Tally and Plutio. When a new submission is received in Tally, a project will be created in Plutio, allowing you to seamlessly track and organize your workload. Save time and reduce manual tasks, while ensuring your projects remain up-to-date and organized.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    PlutioPlutio
    Create Project

    Creates a new Pltuio Project

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
  • Plutio triggers, actions, and search

    New Form

    Triggers when a new form is created.

    Trigger
    Scheduled
    Try It
    • Entity TypeRequired

    • EntityRequired

    • Block TypeRequired

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Task BoardRequired

    • Task GroupRequired

    Trigger
    Scheduled
    Try It
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plutio logo

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
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