Connect Campaign Refinery and Plutio

Both apps 39Campaign Refinery 18Plutio 21

• Trigger
  New Custom Attribute

  Triggers when there is a new custom attribute.

• Trigger
  New Custom Attribute Group

  Triggers when there is a new custom attribute group.

• Trigger
  New Form

  Triggers when there is a new form.

• Trigger
  New Goal

  Triggers when there is a new goal.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Action
  Create Custom Attribute

  Creates a custom attribute.

• Action
  Create Custom Attribute Group

  Creates a custom attribute group.

• Action
  Create Form

  Creates a form.

• Action
  Create Goal

  Creates a goal.

• Action
  Create Tag

  Creates a tag.

• Action
  Delete Tag

  Schedules a tag for deletion.

• Action
  Find Custom Attribute

  Finds a custom attribute by key.

• Action
  Find Form

  Finds a form by name.

• Action
  Find Goal

  Finds a goal by name.

• Action
  Find Tag

  Finds a tag by name.

• Action
  Update Custom Attribute

  Updates a custom attribute.

• Action
  Update Form

  Updates a form.

• Action
  Update Goal

  Updates a goal.

• 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.