Connect Plutio to Lumin

Both apps 43Plutio 21Lumin 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
  Add agreement

  Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields.

• Action
  Add space

  Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it.

• Action
  Cancel signature request

  Cancels a pending signature request so its signers can no longer sign it.

• Action
  Compress document

  Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file.

• Action
  Generate document from template

  Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link.

• Action
  Get agreement file

  Returns a temporary download link for an AgreementGen document's PDF file.

• Action
  Get signature request

  Returns a signature request's details, including its title, status, expiry, signing type and each signer's status.

• Action
  Get signature request file

  Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF.

• Action
  Get signing link

  Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal.

• Action
  Get template

  Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables.

• Action
  List spaces

  Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count.

• Action
  List templates

  Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace.

• Action
  List workspace members

  Returns the members of your Lumin workspace, with each member's email, name, role and join date.

• Action
  Merge documents

  Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link.

• Action
  Send reminder emails

  Sends reminder emails to selected signers of a signature request who still need to sign.

• Action
  Send signature request

  Creates a signature request for a document (by file URL) and emails it to the signers you list.

• Action
  Send signature request from template

  Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables.

• Action
  Split document

  Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files).

• Action
  Summarize document

  Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL.

• Action
  Translate document

  Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file.

• Action
  Update signature request

  Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request.

• Action
  Upload File

  Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document.

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