Connect Plutio and Recharge

Both apps 61Plutio 21Recharge 40

• 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
  Customer Status Change

  Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left).

• Trigger
  New Address Created

  Triggers when a new address is added for a customer.

• Trigger
  New Cancelled Subscription

  Triggers when a subscription is cancelled.

• Trigger
  New Charge Created

  Triggers when a new charge is created in Recharge.

• Trigger
  New Customer

  Triggers when a new customer is added to your Recharge store.

• Trigger
  New Order

  Triggers when a new order is created in Recharge.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Activate Subscription

  Reactivates a cancelled subscription.

• Action
  Cancel Subscription

  Cancels an active subscription with a reason.

• Action
  Change Next Charge Date

  Changes the next charge date of a subscription.

• Action
  Create Customer

  Creates a customer in Recharge and returns the new customer's ID.

• Action
  Create Discount Codes

  Creates a discount code in Recharge.

• Action
  Create One Time Charge

  Adds a one-time product to an address's upcoming charge.

• Action
  Delete Address

  Deletes a Recharge address that has no active subscriptions.

• Action
  Delete Customer

  Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.

• Action
  Delete One Time Charge

  Deletes an unprocessed one-time product.

• Action
  Delete Order

  Deletes a queued (scheduled) order.

• Action
  Delete Subscription

  Permanently deletes a subscription.

• Action
  Find a Charge

  Returns one charge by ID, with its status, schedule and total.

• Action
  Find an Address

  Finds Recharge addresses by customer, address ID, discount, active status or date range.

• Action
  Find a Subscription

  Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list.

• Action
  Find Customer

  Finds a Recharge customer by email or ecommerce customer ID.

• Action
  List Addresses

  Returns addresses, optionally for one customer.

• Action
  List Charges

  Returns charges, optionally filtered by customer or status.

• Action
  List Customers

  Returns a list of customers in your Recharge store.

• Action
  List One-Time Charges

  Returns one-time products, optionally for one customer or address.

• Action
  List Orders

  Returns orders, optionally filtered by customer or status.

• Action
  List Subscriptions

  Returns subscriptions, optionally filtered by customer or status.

• Action
  Process Charge

  Processes a queued charge immediately (Recharge Plus plan).

• Action
  Retrieve Address

  Returns one Recharge address by ID.

• Action
  Retrieve Customer

  Returns one Recharge customer by ID, with their name, email, phone and active subscription count.

• Action
  Retrieve Discount

  Returns one discount by ID.

• Action
  Retrieve One-Time Charge

  Returns one one-time product by ID.

• Action
  Retrieve Order

  Returns one Recharge order by ID, including its line items.

• Action
  Skip Charge

  Skips an upcoming charge.

• Action
  Unskip Charge

  Unskips a previously skipped charge.

• Action
  Update Address

  Updates a Recharge shipping address.

• Action
  Update Customer

  Updates a Recharge customer's name, email or phone.

• Action
  Update One-Time Charge

  Updates a one-time product's quantity, price or charge date.

• Action
  Update Order Line Items

  Replaces the line items on an existing Recharge order and returns the updated order.

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