Agiled + Plutio
Add new Plutio persons to Agiled
Create new contacts in Agiled from persons created in Plutio. Set up this integration to avoid duplicate data entry tasks and keep your contact details updated, automatically.
Create new contacts in Agiled from persons created in Plutio. Set up this integration to avoid duplicate data entry tasks and keep your contact details updated, automatically.
- When this happens...
New PersonTriggers when a new person is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreate a Contact with role Lead
ActionWriteCreate a new record or update an existing record in your app.
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Entity TypeRequired
EntityRequired
Block TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProjectRequired
Task BoardRequired
Task GroupRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProjectRequired
Task BoardRequired
Try ItTriggerThis is the start of your ZapPollingZapier 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 app
Employee Created
Triggers when an employee is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Contacts
Triggers when list of contacts needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Currencies
Triggers when new currency is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Designations
Triggers when designations list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Projects
Triggers when projects list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Task Categories
Triggers when task categories list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Users
Triggers when users list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew CRM Stage
Triggers when a new crm stage is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Agent
Triggers when a new sales agent is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProject Created
Triggers when a project is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Created
Triggers when a ticket is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Id
Client Id
Invoice NumberRequired
Issue DateRequired
Due DateRequired
Sub TotalRequired
Discount
Discount Type
TotalRequired
Currency IdRequired
Status
Recurring PaymentRequired
Billing Cycle
Billing Interval
Billing Frequency
Note
Estimate Id
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
Job Title
Facebook
Twitter
Linkedin
Skype
Note
Tags
Account Id
Owner
CRM Source
CRM Status
CRM Stage
Next Follow Up
Last Contacted
Type
City
State
Postal Code
Address Line 1
Address Line 2
Country
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Valid TillRequired
Sub TotalRequired
TotalRequired
Currency IdRequired
Note
Discount
Discount Type
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PriceRequired
Description
Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Requester IdRequired
SubjectRequired
Status
PriorityRequired
Agent Id
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
AmountRequired
Contract Type IdRequired
Start DateRequired
End DateRequired
Description
Contract Detail
Id
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Valid TillRequired
Sub Total
Total
Currency Id
StatusRequired
Note
Discount
Discount Type
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project id
Client Id
Issue DateRequired
Due DateRequired
Sub TotalRequired
Discount
Discount Type
TotalRequired
Currency IdRequired
StatusRequired
Recurring PaymentRequired
Billing Cycle
Billing Interval
Billing Frequency
Note
Estimate Id
Id
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Start DateRequired
Deadline
Notes
Client Id
Status
IdRequired
Project Summary
Client View Task
Allow Client Notfication
Manual Timelog
Project Budget
Currency Id
Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Status
PriorityRequired
IdRequired
Agent Id
Requester Id
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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 appContract Created
Triggers when a contract is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Created
Triggers when an estimate is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Contract Types
Triggers when list of contract types required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Departments
Triggers when departments list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Expenses
Triggers when list of expenses needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Tasks
Triggers when tasks list needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Ticket Agents
Triggers when list of ticket agents required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice Created
Triggers when an invoice is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New CRM Source
Triggers when a new crm source is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew CRM Status
Triggers when a new crm status is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProduct Created
Triggers when a product is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee IdRequired
NameRequired
EmailRequired
PasswordRequired
Slack Username
Hourly Rate
Joining DateRequired
Department IdRequired
Designation IdRequired
GenderRequired
LoginRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Start DateRequired
Deadline
Notes
Client Id
Status
Project Summary
Client View Task
Allow Client Notification
Manual Timelog
Project Budget
Currency Id
Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
AmountRequired
Contract Type IdRequired
Start DateRequired
End DateRequired
Description
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Purchase DateRequired
Currency IdRequired
Member/User IdRequired
Purchase From
PriceRequired
Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
Due DateRequired
PriorityRequired
Description
Assignee/User IdRequired
Project Id
Task Category Id
Dependent Task Id
Heading/TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
First NameRequired
Last Name
Email
Phone
Job Title
Twitter
LinkedIn
Skype
Note
Tags
Account Id
Owner
CRM Source
CRM Status
CRM Stage
Next Follow Up
Last Contacted
Type
City
State
Postal Code
Address Line 1
Address Line 2
Country
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IdRequired
NameRequired
EmailRequired
PasswordRequired
Slack Username
Hourly Rate
Joining DateRequired
Department IdRequired
Designation IdRequired
GenderRequired
LoginRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Pruchase DateRequired
Currency IdRequired
User IdRequired
StatusRequired
Purchase From
PriceRequired
IdRequired
Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PriceRequired
Description
IdRequired
Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Heading/ TitleRequired
Description
Start Date
Due DateRequired
Assignee/User Id
PriorityRequired
Task Category Id
Dependent Task Id
Project IdRequired
statusRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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