Connect Plutio to SquaredUp

Both apps 33Plutio 21SquaredUp 12

• 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 alerting channel

  Creates a new alerting channel (such as a webhook, Slack or email destination) that SquaredUp can send monitor notifications to.

• Action
  Add dashboard

  Creates a new dashboard in a SquaredUp workspace.

• Action
  Add workspace

  Creates a new SquaredUp workspace and returns its id.

• Action
  Delete dashboard

  Deletes a SquaredUp dashboard.

• Action
  Delete workspace

  Deletes a SquaredUp workspace.

• Action
  Get dashboard

  Returns a SquaredUp dashboard, including its name, workspace, timeframe and content.

• Action
  Get workspace

  Returns a SquaredUp workspace by its id, including its name and properties.

• Action
  List alerting channels

  Returns all alerting channels configured in your SquaredUp organization.

• Action
  List dashboards

  Returns all dashboards in the SquaredUp organization.

• Action
  List workspaces

  Returns all workspaces in your SquaredUp organization.

• Action
  Update dashboard

  Updates an existing SquaredUp dashboard's name, default timeframe or content.

• Action
  Update workspace

  Updates an existing SquaredUp workspace's name, description, type, tags, linked data sources and workspaces, and sharing settings.

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