Connect Plutio to RD Station

Both apps 36Plutio 21RD Station 15

• 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 contact

  Creates a new contact in the RD Station Marketing lead base. Fails if a contact with the same email or phone already exists.

• Action
  Add custom field

  Creates a new custom contact field in your RD Station Marketing account.

• Action
  Add tag to contact

  Adds one or more tags to an existing RD Station Marketing contact, found by UUID, email or phone. Tags are added alongside the contact's existing tags.

• Action
  Conversion Event

  Records a conversion event in RD Station Marketing, creating or updating the contact identified by email or phone.

• Action
  Delete contact

  Deletes a contact from RD Station Marketing, found by its UUID, email or phone.

• Action
  Delete custom field

  Deletes a custom contact field from the RD Station Marketing account. Default fields cannot be deleted.

• Action
  Get contact

  Returns a contact's standard and custom fields, looked up by UUID, email or phone.

• Action
  List contact events

  Returns the conversion or opportunity events recorded for an RD Station Marketing contact.

• Action
  List custom fields

  Returns all contact fields in the RD Station Marketing account, both standard and custom fields.

• Action
  List segmentation contacts

  Returns the contacts that belong to an RD Station Marketing segmentation.

• Action
  List segmentations

  Returns the segmentations (contact segments) defined in your RD Station Marketing account.

• Action
  Lost Deal

  Marks an existing RD Station Marketing contact as a lost opportunity in the default funnel, with a loss reason.

• Action
  Update contact

  Updates an existing contact in RD Station Marketing, found by its uuid, email or phone. Creates the contact if none matches.

• Action
  Update custom field

  Updates the name, label, data type, presentation type and options of an existing contact custom field in RD Station Marketing.

• Action
  Won Deal

  Marks an existing RD Station Marketing contact as a won opportunity (sale), optionally with the deal value.

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