Connect Plutio to Kiflo PRM

Both apps 43Plutio 21Kiflo PRM 22

• 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
  Accept Deal

  Accepts a deal in Kiflo and sets its status to Accepted, optionally adding a note.

• Action
  Accept Lead

  Accepts a lead in Kiflo and sets its status to Accepted, optionally adding a note.

• Action
  Associate Customer to Deal

  Links a customer to an existing deal — either an existing customer by ID, or a new customer created from the details you supply.

• Action
  Convert Lead to Customer

  Converts a lead into a customer and marks the lead as Converted, returning the updated lead.

• Action
  Convert Lead to Deal

  Converts a lead into a deal and sets the lead's status to Converted. Returns the updated lead, including the id of the new deal.

• Action
  Create Attachment

  Downloads a file from a URL and attaches it to a Kiflo partner, deal, lead, note, payout, customer or collaboration.

• Action
  Create Channel Conflict

  Records a channel conflict detected in an external source, such as your CRM, and makes it visible in Kiflo. Returns the created channel conflict.

• Action
  Create Customer

  Creates a new customer in Kiflo, with your customer properties, and optionally associates it with a partner.

• Action
  Create Deal

  Creates a new deal in Kiflo, optionally linking a contact, partners and custom deal properties.

• Action
  Create Lead

  Creates a lead in Kiflo, optionally assigning it to a partner or recording the partner who sourced it.

• Action
  Create Note

  Creates a note on an existing partner, lead, deal, customer or payout in Kiflo.

• Action
  Create Partner

  Creates a new partner in Kiflo, optionally with its main contact, group, program level, onboarding stage and payout details.

• Action
  Create Transaction

  Creates a transaction in Kiflo for an existing customer, optionally linked to a partner and a deal, and returns the new transaction.

• Action
  Find a Certification

  Returns the certifications defined in your Kiflo account whose name contains the text you specify.

• Action
  Find a Contact

  Returns the contacts whose chosen property exactly matches the value you specify.

• Action
  Find a Partner Application

  Returns the partner applications that match a partner name, team member email, status or partner.

• Action
  Find a Partner Team Member

  Returns the partner team members that match an email address, a partner, or both.

• Action
  Pay Payout

  Marks a validated payout as paid in Kiflo and returns the updated payout. This records the payment and does not move any money.

• Action
  Refuse Deal

  Refuses a deal in Kiflo and sets its status to Refused, optionally adding a note. Returns the refused deal.

• Action
  Refuse Lead

  Refuses a lead in Kiflo and sets its status to Refused, optionally adding a note. Returns the updated lead.

• Action
  Reject a Partner Application

  Rejects a partner application that is still pending, so the applicant does not become a partner. Returns the rejected application.

• Action
  Update Lead

  Updates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead.

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