Connect Plutio and Runn

Both apps 44Plutio 21Runn 23

• 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
  New Client

  Triggers when a new client is created in Runn.

• Trigger
  New Contract

  Triggers when a new contract is added to a person in Runn.

• Trigger
  New Holiday Group

  Triggers when a new holiday group is added to your Runn account.

• Trigger
  New Person

  Triggers when a new person is added in Runn.

• Trigger
  New Project

  Triggers when a new project is created in Runn.

• Trigger
  New Rate Card

  Triggers when a new rate card is created in Runn.

• Trigger
  New Role

  Triggers when a new role is created in Runn.

• Trigger
  New Skill

  Triggers when a new skill is created in Runn.

• Trigger
  New Team

  Triggers when a new team is created in Runn.

• Trigger
  New User

  Triggers when a new user is added to your Runn account.

• Action
  Assign a Manager

  Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person.

• Action
  Create Assignment

  Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day.

• Action
  Create Client

  Creates a new client in Runn with a name and, optionally, a website and links to external systems.

• Action
  Create Contract

  Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours.

• Action
  Create Person

  Creates a person in Runn, along with their first contract (role, employment type, cost and working hours).

• Action
  Create Project

  Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project.

• Action
  Create Role

  Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references.

• Action
  Create Skill

  Creates a new skill in Runn that can be assigned to people and placeholders.

• Action
  Create Timesheet (Actual)

  Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream.

• Action
  Find Client

  Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references.

• Action
  Find Person

  Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person.

• Action
  Find Project

  Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date.

• Action
  Find Role

  Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match.

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