--- title: "Connect Order Sender and Plutio - APIANT.ai" description: "When \"New Client\" fires in Order Sender, your agent runs \"Create a Task\" in Plutio, or \"New Block\" in Plutio to \"Export Orders\" in Order Sender." canonical: "https://apiant.ai/connect/order-sender-to-plutio" --- # Connect Order Sender and Plutio When **New Client** fires in [Order Sender](https://apiant.ai/connections/order-sender), your agent runs **Create a Task** in [Plutio](https://apiant.ai/connections/plutio), or **New Block** in Plutio to **Export Orders** in Order Sender. Describe the whole flow and it is built, tested on every scenario and kept running. Order Sender **3** triggers Order Sender **22** 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 Order Sender 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 Order Sender and Plutio can do together ### From Order Sender to Plutio - When **New Client** in Order Sender then **Create a Task** in Plutio - When **New Order** in Order Sender then **Create Invoice** in Plutio ### From Plutio to Order Sender - When **New Block** in Plutio then **Export Orders** in Order Sender - When **New Task** in Plutio then **Export Clients** in Order Sender 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 Order Sender and Plutio ## Triggers and actions 7 triggers · 39 actions - Trigger **New Client** Triggers when a new customer is added to your Order Sender Business account. - Trigger **New Order** Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days. - Trigger **New Product** Triggers when a new product is added to your Order Sender catalog. - Action **Delete Discount** Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category. - Action **Delete Payment Condition** Deletes a payment condition from Order Sender Business by its code. - Action **Delete Product** Deletes a product of a supplier by its product code. - Action **Delete Secondary Address** Deletes a customer's secondary address, identified by the customer code and the address name. - Action **Export Clients** Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents. - Action **Export Commissions** Returns the commission rules defined in Order Sender Business, optionally limited to one supplier. - Action **Export Discounts** Returns the discounts defined in Order Sender Business, optionally only those for one customer. - Action **Export Orders** Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers. - Action **Export Payment Conditions** Returns the payment conditions defined in Order Sender, optionally limited to one supplier. - Action **Export Price Lists** Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier. - Action **Export Products** Returns the products in your Order Sender account, optionally limited to one supplier. - Action **Export Secondary Addresses** Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer. - Action **Export Suppliers** Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings. - Action **Import Client** Creates or updates a customer in Order Sender Business, matched by its unique customer code. - Action **Import Client Payment Condition** Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier. - Action **Import Commission** Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business. - Action **Import Discount** Creates or updates a discount for a customer and supplier, optionally limited to a product or product category. - Action **Import Payment Condition** Creates or updates a payment condition in Order Sender by its code. - Action **Import Price List** Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry. - Action **Import Product** Creates or updates a product in the Order Sender catalog. - Action **Import Secondary Address** Creates or updates a secondary address (sede) for a customer in Order Sender Business. - Action **Import Supplier** Creates or updates a supplier in Order Sender Business, matched by its unique supplier code. - 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 - [ **Order Sender** Order Sender is a Mobile Sales tool for Order Collection, designed for Sales Networks and Sales Agents.](https://apiant.ai/connections/order-sender) - [ **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 Order Sender - [ **Order Sender to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/order-sender-to-salesforce) - [ **Order Sender to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/order-sender-to-slack) - [ **Order Sender to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/order-sender-to-stripe) - [ **Order Sender to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/order-sender-to-shopify) - [ **Order Sender to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/order-sender-to-quickbooks-online) - [ **Order Sender to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/order-sender-to-pipedrive) ## 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](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 ## Order Sender and Plutio, answered ### ### What can start an automation from Order Sender? Any of Order Sender's 3 triggers in the catalog, including New Client, New Order and New Product. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Plutio when something happens in Order Sender? 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 Order Sender? Yes. When something happens in Plutio, your agent can act in Order Sender too. This page covers both directions: Plutio's triggers and Order Sender's actions are listed here as well. ### ### Do I have to build a connector for Order Sender 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 Order Sender 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.