Connect Plutio to Fundraise Up

Both apps 38Plutio 21Fundraise Up 17

• 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 designation

  Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it.

• Action
  Add fundraiser

  Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser.

• Action
  Delete designation

  Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs.

• Action
  Get campaign

  Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations.

• Action
  Get designation

  Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps.

• Action
  Get donation

  Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields.

• Action
  Get recurring plan

  Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields.

• Action
  Get supporter

  Returns one supporter's details, such as name, email, language, mailing address, phone number and employer.

• Action
  List campaigns

  Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date.

• Action
  List designations

  Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date.

• Action
  List donations

  Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List fundraisers

  Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date.

• Action
  List recurring plans

  Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List supporters

  Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date.

• Action
  Update designation

  Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values.

• Action
  Update donation

  Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments.

• Action
  Update fundraiser

  Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values.

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