Connect Checkvist and Plutio

Both apps 38Checkvist 17Plutio 21

• Trigger
  New List

  Triggered when a new checklist is created in Checkvist.

• Trigger
  New List Item

  Triggered when a new item is added to the chosen Checkvist checklist.

• Action
  Close Task

  Marks a task in a Checkvist checklist as closed (done) and returns the updated task.

• Action
  Create List Item

  Adds a new item (task) to a Checkvist checklist and returns the created item.

• Action
  Create New List

  Creates a new Checkvist checklist and returns it.

• Action
  Create Several List Items

  Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.

• Action
  Create Task Note

  Adds a note (comment) to a task in a Checkvist checklist and returns the new note.

• Action
  Delete Checklist

  Deletes a Checkvist checklist and returns the deleted list.

• Action
  Delete List Item

  Deletes an item (task) from a Checkvist checklist and returns the deleted item.

• Action
  Get Checklist

  Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.

• Action
  Get List Item

  Returns a single item (task) from a Checkvist checklist, optionally with its notes.

• Action
  List Checklists

  Returns the Checkvist checklists the connected account can see.

• Action
  List List Items

  Returns the items (tasks) in a Checkvist checklist.

• Action
  List Task Notes

  Returns the notes (comments) on a task in a Checkvist checklist.

• Action
  Reopen Task

  Reopens a closed task in a Checkvist checklist and returns the updated task.

• Action
  Update Checklist

  Updates a Checkvist checklist's name or sharing setting and returns the updated list.

• Action
  Update List Item

  Updates an item (task) in a Checkvist checklist and returns the updated item.

• 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.