Connect Plutio and Previsto

Both apps 39Plutio 21Previsto 18

• 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
  Completed Assignment

  Triggers when an assignment is marked as completed in Previsto.

• Trigger
  Created Agreement

  Triggers when a new service agreement is created in Previsto.

• Trigger
  Created Assignment

  Triggers when a new assignment is created in Previsto.

• Trigger
  Created Contact

  Triggers when a new contact is created in your Previsto account, and hands on that contact's details.

• Trigger
  Updated Contact

  Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.

• Action
  Create Agreement

  Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.

• Action
  Create Assignment

  Creates an assignment in Previsto for a customer and returns the created assignment.

• Action
  Create Contact

  Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.

• Action
  Delete agreement

  Deletes a service agreement from Previsto.

• Action
  Delete assignment

  Deletes an assignment from Previsto.

• Action
  Delete contact

  Deletes a contact from Previsto.

• Action
  Get account

  Returns a single Previsto account, including its contact details, roles and location.

• Action
  Get agreement

  Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.

• Action
  Get assignment

  Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.

• Action
  Get contact

  Returns a single Previsto contact, including its address, billing settings and notification preferences.

• Action
  List contacts

  Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.

• Action
  Update agreement

  Updates a service agreement in Previsto and returns the updated agreement.

• Action
  Update contact

  Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.

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