Connect Databox and Plutio

Both apps 33Databox 12Plutio 21

• Trigger
  New Dataset

  Triggers when a new dataset is created in your Databox organization.

• Action
  Create Dataset

  Creates a dataset with the given columns inside a Databox data source.

• Action
  Delete Dataset

  Permanently deletes a Databox dataset and all its data.

• Action
  Delete Data Source

  Permanently deletes a Databox data source and every dataset in it.

• Action
  Get Dataset

  Returns the details of one Databox dataset.

• Action
  Get Dataset Ingestion

  Returns the details of one data ingestion into a Databox dataset, including its status, duration, record counts and any errors.

• Action
  Get Metric Data

  Returns a Databox metric's values for a date range at the chosen granularity.

• Action
  Ingest Data into Dataset

  Adds a batch of up to 100 records to a Databox dataset.

• Action
  List Dashboards

  Lists the dashboards in your Databox organization.

• Action
  List Datasets

  Lists Databox datasets, optionally filtered by data source or name.

• Action
  List Data Sources

  Lists the data sources in your Databox organization.

• Action
  Purge Dataset

  Removes all rows from a Databox dataset while keeping the dataset itself.

• 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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