Connect Breezy HR and Plutio

Both apps 33Breezy HR 12Plutio 21

• Trigger
  New Candidate

  Triggers when a new candidate is added to the selected position in Breezy HR.

• Trigger
  New Candidate in Stage

  Triggers when a candidate on the chosen position is in the chosen pipeline stage.

• Action
  Add candidate note

  Adds an internal team note to a candidate's activity stream on a position. The note is not visible to the candidate.

• Action
  Add position

  Creates a new position (job opening) in a Breezy HR company and returns the created position.

• Action
  Find candidates by criteria

  Returns candidates across the whole Breezy HR company that match a free-text search on name, email, phone, headline, tags, questionnaire answers, work history, education or position location.

• Action
  Get position

  Returns a single Breezy HR position with its full details, including name, type, state, location, department, description, application form and salary.

• Action
  List candidate activity

  Returns a candidate's activity stream on a position: stage moves, notes, interviews, documents, questionnaires and other events, newest first.

• Action
  List candidates

  Returns the candidates on a Breezy HR position, with each candidate's name, contact details, pipeline stage, source and score.

• Action
  List pipelines

  Returns the hiring pipelines configured for a Breezy HR company, including each pipeline's stages.

• Action
  List positions

  Returns the positions (job openings) in a Breezy HR company, optionally limited to one state such as published or draft.

• Action
  Update candidate stage

  Moves a candidate to a different stage in their position's hiring pipeline and returns the updated candidate.

• Action
  Update position

  Updates an existing Breezy HR position (job requisition). Only the details you fill in are changed; everything else on the position is left as it is.

• 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.

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