Connect Plutio and Returnless

Both apps 39Plutio 21Returnless 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
  Request Created

  Triggers when a customer creates a new return request that needs approval.

• Trigger
  Return Created

  Triggers when a new return is created, including a request once it is approved.

• Action
  Add note

  Adds an internal note to a return or return request.

• Action
  Add Request

  Creates a return request in Returnless for items from an existing sales order.

• Action
  Approve a Request

  Approves a return request in Returnless so the customer can send the items back.

• Action
  Approve a Request Without Shipment

  Approves a pending return request without a return shipment, so the customer keeps the items.

• Action
  Find customers

  Returns the customers in your Returnless account that match an email address.

• Action
  Find products

  Returns the products in your Returnless account that match a SKU.

• Action
  Find Requests

  Finds a Request in your Returnless account.

• Action
  Find Returns

  Finds returns (return orders) in Returnless by return number.

• Action
  Find sales orders

  Finds sales orders in Returnless by order number.

• Action
  Get customer

  Returns a single Returnless customer by its id.

• Action
  Get Request (By Request ID)

  Returns a single return request (return order) from Returnless by its ID.

• Action
  Get Return (By Return ID)

  Returns a single return in Returnless, with all of its details, by its return ID.

• Action
  Get sales order

  Returns a single sales order by its ID, including its customer, address and order details.

• Action
  List return reasons

  Returns the return reasons configured in your Returnless account.

• Action
  Reject Request

  Rejects a pending return request in Returnless.

• Action
  Update return

  Changes the status of a return, such as Checked, Approved or Resolved.

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