Connect OneDeck and Plutio

Both apps 37OneDeck 16Plutio 21

• Trigger
  Record Created

  Triggers when a new record is created on the selected OneDeck board.

• Trigger
  Record Updated

  Triggers when a record on the chosen OneDeck board is created or updated.

• Action
  Add attachment

  Uploads a file and attaches it to a record on a OneDeck board.

• Action
  Add board

  Creates a new board in a OneDeck workspace, with a default table view.

• Action
  Add field

  Adds a new field (column) to a OneDeck board. The field is added to every view of the board.

• Action
  Add workspace

  Creates a new workspace in your OneDeck account.

• Action
  Create Record

  Creates a new record on a OneDeck board, with a name and optional field values.

• Action
  Find Record

  Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.

• Action
  Get record

  Returns one record from a board, including its field values, attachments and share link.

• Action
  List fields

  Returns every field defined on a OneDeck board, including its type and option settings.

• Action
  List records

  Returns the records on a OneDeck board, optionally filtered by field values or search text.

• Action
  List users

  Returns every user in the OneDeck account with their name, email, status and role.

• Action
  List workspaces

  Returns every workspace in the OneDeck account, with each workspace's id, name and icon.

• Action
  Update board

  Renames a board, moves it to another workspace, or both.

• Action
  Update Record

  Updates the name and field values of an existing record on a OneDeck board.

• Action
  Update workspace

  Renames a workspace or changes its icon. Only the values you fill in are changed.

• 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.