Connect Plutio and Podio

Both apps 43Plutio 21Podio 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.

• Trigger
  Item Updated

  Fires when an item in the chosen Podio app is created or edited (each new item revision).

• Trigger
  New Activity

  Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream.

• Trigger
  New Application

  Fires when a new Podio app becomes available to the connected user.

• Trigger
  New Item

  Triggers when you add a new item, record or entry to an app (standard or custom).

• Trigger
  New Organization

  Triggers when you add a new organization.

• Trigger
  New Task

  Triggers when you add a new task.

• Trigger
  New View

  Fires when a new view is created on a Podio app.

• Trigger
  New Workspace

  Fires when a new workspace appears among the workspaces you are a member of, across all your organizations.

• Action
  Add comment

  Add a comment to an object (item, task, status).

• Action
  Attach File

  Upload a file to Podio and attach it to an item, task, comment, or status message.

• Action
  Create Item

  Create a new item, record or entry inside an app (standard or custom).

• Action
  Create Status

  Add a status update to a workspace stream.

• Action
  Create Task

  Create a new task.

• Action
  Delete item

  Delete an item.

• Action
  Find Item

  Find an item by title in an app.

• Action
  Get app

  Get an app definition including fields.

• Action
  Get item

  Get an item by id.

• Action
  Get Status

  Returns a status message posted to a workspace, with its text and author.

• Action
  Get task

  Get a task by id.

• Action
  List items

  List items in an app with paging/sort.

• Action
  Update Item

  Update an item, record or entry inside an app (standard or custom).

• Action
  Update task

  Update a task's text, due date, responsible etc.

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