Connect Plutio to Iterable

Both apps 41Plutio 21Iterable 20

• 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 email template

  Creates an email template, or updates every email template that already has the same client template ID.

• Action
  Add list

  Creates a new static list in Iterable and returns its id.

• Action
  Add user to list

  Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.

• Action
  Create a User

  Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.

• Action
  Delete catalog item

  Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.

• Action
  Delete list

  Deletes a list from your Iterable project.

• Action
  Delete user

  Deletes an Iterable user by email address. Deletion is processed asynchronously.

• Action
  Get catalog item

  Returns one item from an Iterable catalog, including all of its field values.

• Action
  Get email template

  Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.

• Action
  Get user

  Returns an Iterable user profile, including all its data fields, looked up by email address.

• Action
  List lists

  Returns all lists in the Iterable project, including their id, name and list type.

• Action
  Remove user from list

  Removes a user, identified by email or user ID, from an Iterable static list.

• Action
  Send email

  Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.

• Action
  Send push notification

  Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.

• Action
  Send SMS

  Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.

• Action
  Track a Purchase

  Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.

• Action
  Track Event

  Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data.

• Action
  Trigger campaign

  Sends an existing triggered campaign to the members of one or more lists.

• Action
  Update a User's Shopping Cart Items

  Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.

• Action
  Update user subscriptions

  Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.

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