Connect Aplos and Plutio

Both apps 37Aplos 16Plutio 21

• Trigger
  New contact

  Triggers when a new contact (a donor, individual or company) is added in Aplos.

• Trigger
  New contribution

  Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.

• Trigger
  New or updated contact

  Triggers when a contact (a donor, individual or company) is added or changed in Aplos.

• Action
  Add contribution

  Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.

• Action
  Add payable

  Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.

• Action
  Add transaction

  Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.

• Action
  Find contacts

  Returns the contacts that match the specified name, email, type or last-updated time.

• Action
  Find contributions

  Returns contributions (donation records) that match the specified contact, name and date criteria.

• Action
  Find transactions

  Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).

• Action
  Get contact

  Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.

• Action
  Get contribution

  Retrieve a single Aplos contribution record by its ID.

• Action
  Get payable

  Retrieves a single payable (bill) by its id.

• Action
  Get transaction

  Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.

• Action
  List accounts

  Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.

• Action
  List funds

  Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.

• Action
  List purposes

  Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.

• 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.