Connect Plutio to Emelia

Both apps 37Plutio 21Emelia 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 campaign

  Creates a new email campaign in Emelia with the given name and time zone.

• Action
  Add Contact to a Campaign

  Adds a contact to an Emelia campaign.

• Action
  Add Contact to a List

  Adds a single contact to an Emelia list (and to any campaigns using that list), optionally updating it if it already exists.

• Action
  Add Contact to Blacklist

  Adds an email address or an entire domain to your Emelia blacklist so it is never contacted by your campaigns.

• Action
  Add list

  Creates a new, empty contact list in Emelia.

• Action
  Delete contact

  Deletes a contact (and its company data) from an Emelia contact list; the removal also propagates to campaigns using that list.

• Action
  Get campaign

  Returns the full configuration of an Emelia campaign, including the contact lists attached to it and excluded from it.

• Action
  Get campaign statistics

  Returns sending, open, click and reply statistics for an Emelia campaign, overall and per step.

• Action
  Get contact

  Returns a single contact from an Emelia contact list.

• Action
  List Campaign Contacts

  Returns the contacts enrolled in an email campaign, optionally filtered by an engagement event or a search term.

• Action
  List campaigns

  Returns all campaigns in your Emelia account.

• Action
  List contacts

  Returns the contacts in an Emelia contact list, optionally filtered by search text or an exact email or LinkedIn URL.

• Action
  Search Contact

  Searches a contact list for contacts by exact email, LinkedIn URL, or free text, and returns the matches.

• Action
  Set a Custom Field to a Contact

  Sets the value of a custom field on a contact in an Emelia campaign, identified by email or LinkedIn profile URL.

• Action
  Test Webhook

  Sends a test call to an existing Emelia webhook.

• Action
  Update contact

  Updates an Emelia contact's values; fields you don't send stay unchanged, and changes propagate to campaigns using the contact's list.

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