Connect Plutio and ProdPad

Both apps 54Plutio 21ProdPad 33

• 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
  List Companies

  Triggers when a new company is added to your ProdPad account.

• Trigger
  List Contacts

  Triggers when a new contact is added to ProdPad.

• Trigger
  List Feedback

  Triggers when new feedback is added to ProdPad, newest first.

• Trigger
  List Idea Feedback

  Triggers when new feedback is linked to a chosen idea.

• Trigger
  List Ideas

  Triggers when a new idea is added to ProdPad.

• Trigger
  List Initiatives

  Triggers when a new initiative is added to a ProdPad roadmap.

• Trigger
  List Objectives

  Triggers when a new objective is added to the ProdPad account.

• Trigger
  List Personas

  Triggers when a new persona is added to ProdPad.

• Trigger
  List Products

  Triggers when a new product is added to ProdPad.

• Trigger
  List Tags

  Triggers when a new tag is added to ProdPad.

• Trigger
  List User Stories

  Triggers when a new user story is added to ProdPad.

• Action
  Add comment

  Adds a comment to a ProdPad idea, feedback or initiative, or posts a reply to an existing comment.

• Action
  Add initiative

  Creates a new initiative on a ProdPad product roadmap.

• Action
  Add key result

  Creates a new key result under a ProdPad objective, optionally linked to initiatives.

• Action
  Add objective

  Creates a new objective in ProdPad, optionally linked to a product.

• Action
  Add thought

  Adds a Yea, Nay or Maybe thought, with an optional comment, to an idea or a piece of feedback in ProdPad on behalf of a user.

• Action
  Add user story

  Creates a new user story on a ProdPad idea.

• Action
  Create Company

  Creates a company in ProdPad's customer feedback module.

• Action
  Create Contact

  Creates a contact (a customer who gives feedback) in ProdPad.

• Action
  Create Feedback

  Adds a piece of customer feedback to ProdPad, linked to a contact.

• Action
  Create Idea

  Creates a new idea in ProdPad.

• Action
  Find Company

  Finds an existing company by name or external link, returning the first match.

• Action
  Find Contact

  Finds an existing contact by email, name or external ID, returning the first match.

• Action
  Find Feedback

  Finds feedback by its external ID or URL, returning the first match.

• Action
  Find Idea

  Finds an existing idea by external ID, URL or tag, returning the first match.

• Action
  Get feedback

  Returns a single piece of feedback by its ID, including the contact who gave it and its linked ideas, products, personas, tags and attachments.

• Action
  Get idea

  Returns a ProdPad idea by its ID, optionally with its full details such as business case, comments, tags, products and user stories.

• Action
  Update Company

  Updates an existing company in ProdPad.

• Action
  Update Contact

  Updates an existing contact in ProdPad.

• Action
  Update Feedback

  Updates the text or state of an existing piece of feedback.

• Action
  Update Idea Stage

  Moves an idea to a different workflow stage in ProdPad.

• Action
  Update initiative

  Updates an existing roadmap initiative in ProdPad, such as its title, description, roadmap column, state, target date, owner, and linked ideas, feedback, user stories and objectives.

• Action
  Update objective

  Updates an objective's name, state, or linked product in ProdPad.

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