--- title: "Connect Plutio and SuiteDash - APIANT.ai" description: "When \"New Block\" fires in Plutio, your agent runs \"Add contacts to marketing audience\" in SuiteDash." canonical: "https://apiant.ai/connect/plutio-to-suitedash" --- # Connect Plutio and SuiteDash When **New Block** fires in [Plutio](https://apiant.ai/connections/plutio), your agent runs **Add contacts to marketing audience** in [SuiteDash](https://apiant.ai/connections/suitedash), or **New Company** in SuiteDash to **Create a Task** in Plutio. Describe the whole flow and it is built, tested on every scenario and kept running. Plutio **4** triggers Plutio **17** actions SuiteDash **3** triggers SuiteDash **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Plutio and SuiteDash to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Plutio and SuiteDash can do together ### From Plutio to SuiteDash - When **New Block** in Plutio then **Add contacts to marketing audience** in SuiteDash - When **New Task** in Plutio then **Create Contact** in SuiteDash ### From SuiteDash to Plutio - When **New Company** in SuiteDash then **Create a Task** in Plutio - When **New Contact** in SuiteDash then **Create Invoice** in Plutio Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Plutio and SuiteDash ## Triggers and actions 7 triggers · 26 actions - 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 Company** Triggers when a new company is created in SuiteDash. - Trigger **New Contact** Triggers when a new contact is created in SuiteDash. - Trigger **New Project** Triggers when a new project is created in SuiteDash. - Action **Add contacts to marketing audience** Subscribes a contact to one or more SuiteDash marketing audiences. - Action **Create Company** Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact. - Action **Create Contact** Creates a new CRM contact (lead, client or prospect) in SuiteDash. - Action **Find Company** Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields. - Action **Find Contacts** Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record. - Action **Find Project** Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project. - Action **List worlds** Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up). - Action **Update Contact** Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact. - Action **Update Project** Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name. ## Each app on its own - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) - [ **SuiteDash** SuiteDash is a multi-tool business management platform that enables collaboration & communication both with...](https://apiant.ai/connections/suitedash) Reviews ## What our customers say ## More from Plutio - [ **Plutio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/plutio-to-salesforce) - [ **Plutio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/plutio-to-slack) - [ **Plutio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/plutio-to-stripe) - [ **Plutio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/plutio-to-shopify) - [ **Plutio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/plutio-to-quickbooks-online) - [ **Plutio to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/plutio-to-trello) ## More into SuiteDash - [ **HubSpot to SuiteDash** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-suitedash) - [ **Salesforce to SuiteDash** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-suitedash) - [ **Slack to SuiteDash** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-suitedash) - [ **Google Sheets to SuiteDash** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-suitedash) - [ **Gmail to SuiteDash** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-suitedash) - [ **Google Calendar to SuiteDash** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-suitedash) Questions ## Plutio and SuiteDash, answered ### ### What can start an automation from Plutio? Any of Plutio's 4 triggers in the catalog, including New Block, New Task, New Task Board and New Task Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SuiteDash when something happens in Plutio? Any of SuiteDash's 9 actions, including Create Company, Create Contact, Update Contact and Update Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SuiteDash to Plutio? Yes. When something happens in SuiteDash, your agent can act in Plutio too. This page covers both directions: SuiteDash's triggers and Plutio's actions are listed here as well. ### ### Do I have to build a connector for Plutio or SuiteDash? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Plutio and SuiteDash without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.