Connect Nutshell and Plutio

Both apps 39Nutshell 18Plutio 21

• Trigger
  Activity Logged

  Triggers when an Activity is logged.

• Trigger
  Lead Won

  Triggers when a lead is won.

• Trigger
  New Activity

  Triggers when new Activity is created.

• Trigger
  New Company

  Triggers when new Company is created.

• Trigger
  New Lead

  Triggers when a new Lead is created.

• Trigger
  New Person

  Triggers when new Person is created.

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Person

  Creates a new Person.

• Action
  Find Company

  Finds an existing company.

• Action
  Find Lead

  Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.

• Action
  Find Person

  Finds an existing person.

• Action
  Find User

  Finds an existing User.

• Action
  Log Activity

  Creates and logs a new Activity.

• Action
  Update Company

  Updates an existing Company.

• Action
  Update Lead

  Updates an existing Lead.

• Action
  Update Lead Outcome

  Updates a Lead Outcome.

• Action
  Update Person

  Updates an existing Person.

• 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.