--- title: "Connect Hyros and Plutio - APIANT.ai" description: "When \"New Call\" fires in Hyros, your agent runs \"Create a Task\" in Plutio, or \"New Block\" in Plutio to \"Refund Order\" in Hyros." canonical: "https://apiant.ai/connect/hyros-to-plutio" --- # Connect Hyros and Plutio When **New Call** fires in [Hyros](https://apiant.ai/connections/hyros), your agent runs **Create a Task** in [Plutio](https://apiant.ai/connections/plutio), or **New Block** in Plutio to **Refund Order** in Hyros. Describe the whole flow and it is built, tested on every scenario and kept running. Hyros **5** triggers Hyros **20** actions Plutio **4** triggers Plutio **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hyros and Plutio to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Hyros and Plutio can do together ### From Hyros to Plutio - When **New Call** in Hyros then **Create a Task** in Plutio - When **New Lead** in Hyros then **Create Invoice** in Plutio ### From Plutio to Hyros - When **New Block** in Plutio then **Refund Order** in Hyros - When **New Task** in Plutio then **Find Lead Clicks** in Hyros Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Hyros and Plutio ## Triggers and actions 9 triggers · 37 actions - Trigger **New Call** Triggers when a new call is recorded in HYROS. - Trigger **New Lead** Triggers when a new lead is created in HYROS. - Trigger **New Sale** Triggers when a new sale is recorded in HYROS. - Trigger **New Sale Attributed** Triggers when a new sale is recorded and attributed in Hyros. - Trigger **New Subscription** Triggers when a new subscription is recorded in HYROS. - Action **Delete Call** Deletes a call. - Action **Delete Sale** Deletes a sale. - Action **Find Lead Clicks** Returns the tracked clicks of a lead. - Action **Find Leads** Finds leads by ID, email or creation date. - Action **Find Sales** Finds sales by ID, email, lead, product tag or date. - Action **Find Subscriptions** Finds subscriptions by ID, email, lead, product tag, status or date. - Action **Get Ad Accounts Attribution Report** Returns sales, revenue, cost and other attribution figures per ad account. - Action **Get Ads Attribution Report** Returns sales, revenue, cost and other attribution figures per ad, ad set or campaign. - Action **Get Lead Journey** Returns the attribution journey of one or more leads: their sales and the sources that led to them. - Action **Get User Info** Returns the profile of the account the API key belongs to. - Action **List Ads** Returns the ads HYROS tracks for an ad platform. - Action **List Domains** Returns the domains configured in the account. - Action **List Keywords** Returns the keywords of a Google ad group. - Action **List Lead Stages** Returns the lead stages in the account. - Action **List Sources** Returns the traffic sources in the account. - Action **List Tags** Returns every tag in the account. - Action **Refund Order** Refunds an order and updates the income of its lead. - Action **Retrieve Calls** Finds calls by ID, email, lead, product tag, qualification or date. - Action **Update Call** Updates the name, state or qualification of calls. - Action **Update Sale** Marks sales as refunded or recurring. - 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. ## Each app on its own - [ **Hyros** HYROS makes profitable action clear for high end digital businesses with laser accurate sales attribution...](https://apiant.ai/connections/hyros) - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) Reviews ## What our customers say ## More from Hyros - [ **Hyros to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hyros-to-salesforce) - [ **Hyros to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hyros-to-slack) - [ **Hyros to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hyros-to-mailchimp) - [ **Hyros to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hyros-to-stripe) - [ **Hyros to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hyros-to-shopify) - [ **Hyros to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hyros-to-quickbooks-online) ## More into Plutio - [ **Ontraport to Plutio** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-plutio) - [ **HubSpot to Plutio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plutio) - [ **Google Sheets to Plutio** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-plutio) - [ **Gmail to Plutio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plutio) - [ **Google Calendar to Plutio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plutio) - [ **Google Drive to Plutio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plutio) Questions ## Hyros and Plutio, answered ### ### What can start an automation from Hyros? Any of Hyros's 5 triggers in the catalog, including New Call, New Lead, New Sale and New Sale Attributed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Plutio when something happens in Hyros? Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plutio to Hyros? Yes. When something happens in Plutio, your agent can act in Hyros too. This page covers both directions: Plutio's triggers and Hyros's actions are listed here as well. ### ### Do I have to build a connector for Hyros or Plutio? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Hyros and Plutio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.