Connect Plutio to Pascal

Both apps 33Plutio 21Pascal 12

• 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
  Create a Business Case

  Creates a Business case in Pascal and screens it immediately, returning the case with its search results.

• Action
  Create a Client

  Create a new client in Pascal — an organisation-level record that groups related screening cases.

• Action
  Find a Case

  Returns up to 100 cases that match the search text and any other filters you set.

• Action
  Generate & Email a Case Report

  Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports.

• Action
  Get case

  Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources.

• Action
  Get client

  Fetches a client by ID. An error occurs if the client is not found.

• Action
  Link clients

  Link a Pascal client to one or more other clients.

• Action
  List cases

  Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution.

• Action
  List clients

  List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases.

• Action
  Unlink clients

  Unlink a client from one or more other clients in Pascal.

• Action
  Update a Case

  Updates an existing case by ID. Only the fields you fill in are changed.

• Action
  Update a Client

  Updates an existing client by ID. Only the fields you fill in are changed.

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