Connect Plutio and SendPulse

Both apps 31Plutio 21SendPulse 10

• 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 Subscriber

  Triggers when a new subscriber is created.

• Action
  Add Subscriber

  Adds a subscriber (email address, with optional variables and tags) to a SendPulse mailing list, with single or double opt-in.

• Action
  Change Variable for Subscriber

  Updates one or more variable values for a subscriber in a SendPulse mailing list.

• Action
  Create Webhook

  Creates an Email service webhook that sends the chosen events to a URL. SendPulse creates one webhook per event.

• Action
  Delete Contact

  Removes a contact's email address from a SendPulse mailing list.

• Action
  Get Subscriber

  Fetches one subscriber of a mailing list by email address, including their status and variables. An error occurs if the email is not in the list.

• Action
  List Mailing Lists

  Returns the mailing lists (address books) in the SendPulse account.

• Action
  List Webhooks

  Returns the Email service webhooks registered on the account, optionally only those for one event.

• Action
  Unsubscribe User

  Marks a contact as unsubscribed in a SendPulse mailing list without deleting it.

• Action
  Update Subscriber

  Updates the variable values (such as name, phone or city) of an existing subscriber in a SendPulse mailing list.

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