Connect Fluentcrm and Plutio

Both apps 35Fluentcrm 14Plutio 21

• Trigger
  New Contact

  Triggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.

• Action
  Add Note to Contact

  Adds a note to a FluentCRM contact, with a title, description, note type and optional date.

• Action
  Create Contact

  Creates a new contact in FluentCRM, optionally adding them to tags and lists.

• Action
  Create List

  Creates a new contact list in FluentCRM and returns it.

• Action
  Create Tag

  Creates a new tag in FluentCRM that you can use to organise contacts.

• Action
  Delete Contact

  Permanently deletes a contact and all of its associated data from FluentCRM.

• Action
  Find Contacts

  Finds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.

• Action
  Get Contact

  Returns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.

• Action
  List Contact Notes

  Returns the notes recorded on a FluentCRM contact, optionally filtered by note title.

• Action
  List Lists

  Returns all contact lists in FluentCRM, optionally filtered by a search term and sorted.

• Action
  List Tags

  Returns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.

• Action
  Send Double Opt-in Email

  Sends a double opt-in confirmation email to a contact who is not yet subscribed.

• Action
  Track Event

  Records a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.

• Action
  Update Contact

  Updates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists.

• 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.