Connect Apex27 and Plutio

Both apps 40Apex27 19Plutio 21

• Trigger
  New / Updated Listing

  Triggers when a listing is created or updated inside Apex27.

• Trigger
  New / Updated Task

  Triggers when a task is created or updated inside Apex27.

• Trigger
  New / Updated Valuation

  Triggers when a valuation is created or updated inside Apex27.

• Trigger
  New / Updated Viewing

  Triggers when a viewing is created or updated inside Apex27.

• Action
  Add Listing Valuation

  creates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create.

• Action
  Add Listing Viewing

  books a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create.

• Action
  Create Call Log

  Creates a call log record in Apex27.

• Action
  Create Notification

  Sends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact.

• Action
  Create / Update Contact

  Creates a new contact or updates an existing contact in Apex27.

• Action
  Create / Update Contact Note

  Creates a note linked to a contact

• Action
  Create / Update Listing

  Creates a new listing, or updates an existing listing if you pass the existing listing ID

• Action
  Create / Update Listing Note

  Creates or updates a listing note

• Action
  Create / Update Task

  Creates or updates a task if you pass the task ID.

• Action
  Find Contact

  Finds a contact by ID, Email or Phone

• Action
  Get Contact Note

  Returns one contact note by id.

• Action
  List Contact Call Logs

  Returns the call logs recorded against a contact.

• Action
  List Listing Valuations

  Returns the valuations recorded on a listing.

• Action
  Upload Document

  This will upload a document to either a listing or a contact

• Action
  Upload Image for Listing

  Uploads an image to a listing

• Trigger
  New Block

  Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice.

• Trigger
  New Task

  Triggers when a new task is created in your Plutio workspace.

• Trigger
  New Task Board

  Triggers when a new task board is created in your Plutio workspace.

• Trigger
  New Task Group

  Triggers when a new task group is created in Plutio.

• Action
  Create a Task

  Creates a task on a project's task board in Plutio and returns the new task.

• Action
  Create Block

  Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block.

• Action
  Create Invoice

  Creates a draft invoice in Plutio for a client person or company. Line items are added separately.

• Action
  Create Person

  Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record.

• Action
  Create Project

  Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board.

• Action
  Create Task Board

  Creates a new task board in Plutio, optionally inside a project.

• Action
  Create Task Group

  Creates a new task group (a column or section) on a Plutio task board and returns the created group.

• Action
  Delete Block

  Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice.

• Action
  Delete Invoice

  Permanently deletes an invoice from your Plutio workspace.

• Action
  Find Person

  Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches.

• Action
  Get Task

  Returns a single task by its id, including its custom field values.

• Action
  Move a Task

  Moves a task to a different task group, task board or project.

• Action
  Retrieve Block/Blocks

  Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice.

• Action
  Retrieve Person/People

  Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query.

• Action
  Update a Task

  Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same.

• Action
  Update Invoice

  Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are.

• Action
  Update Person

  Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.