Connect Common Room and Plutio

Both apps 34Common Room 13Plutio 21

• Trigger
  Custom Fields List

  Triggers when a new contact custom field is added to the Common Room community.

• Trigger
  Segment Status List

  Triggers when a new status is added to the selected Common Room segment.

• Action
  Add Activity From Third Party Source

  Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type.

• Action
  Add Common Room Contact to Segment

  Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status.

• Action
  Add Organization From Third Party Source

  Adds an organization to a Common Room API source, or updates the organization previously added with the same domain.

• Action
  Add or Update a Contact Custom Field

  Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source.

• Action
  Add tag

  Creates a tag in Common Room, or returns the existing tag if one with the same name already exists.

• Action
  Delete tag

  Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted.

• Action
  Get tag

  Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to.

• Action
  List activity types

  Returns every activity type defined in your Common Room community, with its id and display name.

• Action
  List segments

  Returns all segments in the Common Room community, with each segment's id and name.

• Action
  List tags

  Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to.

• Action
  Update tag

  Renames a tag or changes its description. A deleted tag is restored when it is updated.

• 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.