Connect Plutio to Classe365

Both apps 37Plutio 21Classe365 16

• 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.

• Action
  Add Class

  Creates a new class in Classe365.

• Action
  Add Course Enrollment

  Enrolls a student into a class and section for an academic session.

• Action
  Add Department

  Creates a new department in Classe365.

• Action
  Add Invoice

  Creates an invoice in Classe365 for a fee, billed to one student, form submission or agent.

• Action
  Add Payment

  Records a payment against an existing Classe365 invoice.

• Action
  Add Section

  Adds a new section to a class in Classe365.

• Action
  Add Subject

  Creates a new subject under a section in Classe365.

• Action
  Create Student Record

  Adds a new student record to Classe365.

• Action
  Get Student

  Fetches a student by ID. An error occurs if the student is not found.

• Action
  List Academic Structure

  Lists the full academic structure: every class with its sections and each section's subjects, optionally limited to one academic session.

• Action
  List Classes and Sections

  Lists every class in the school together with its sections, optionally limited to the classes and sections enabled in one academic session.

• Action
  List Invoices

  Lists invoices in Classe365, optionally filtered by invoice, fee, student, status, payer type, recurring flag, invoice date range or due date range. Each invoice includes its fee, payer, line items and payments.

• Action
  List Students

  Lists students in Classe365, optionally narrowed by academic session, class, section, active/alumni status or any student field.

• Action
  List Teachers

  Lists teachers in Classe365, optionally filtered by name, email, date of birth, gender, contact number or any other teacher field, with each teacher's allocated subjects for the chosen academic session.

• Action
  Update Student

  Update fields on an existing student record.

• Action
  Update Teacher

  Update fields on an existing teacher/staff record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.