--- title: "Connect Plutio and SureCart - APIANT.ai" description: "When \"New Block\" fires in Plutio, your agent runs \"Add Customer\" in SureCart, or \"Affiliation Request Created\" in SureCart to \"Create a Task\" in Plutio." canonical: "https://apiant.ai/connect/plutio-to-surecart" --- # Connect Plutio and SureCart When **New Block** fires in [Plutio](https://apiant.ai/connections/plutio), your agent runs **Add Customer** in [SureCart](https://apiant.ai/connections/surecart), or **Affiliation Request Created** in SureCart 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 SureCart **44** triggers SureCart **47** 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 SureCart 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 SureCart can do together ### From Plutio to SureCart - When **New Block** in Plutio then **Add Customer** in SureCart - When **New Task** in Plutio then **Update Customer** in SureCart ### From SureCart to Plutio - When **Affiliation Request Created** in SureCart then **Create a Task** in Plutio - When **Customer Created** in SureCart 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 SureCart ## Triggers and actions 48 triggers · 64 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 **Affiliation Request Approved** Triggers when a affiliation request is approved. - Trigger **Affiliation Request Created** Triggers when a affiliation request is created. - Trigger **Affiliation Request Denied** Triggers when a new affiliation request is denied. - Trigger **Cancellation Act Created** Triggers when a cancellation act is created. - Trigger **Cancellation Act Updated** Triggers when a cancellation act is updated. - Trigger **Customer Created** Triggers when a customer is created. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Fulfillment Created** Triggers when a fulfillment is created. - Trigger **Fulfillment Deleted** Triggers when a fulfillment is deleted. - Trigger **Fulfillment Updated** Triggers when a fulfillment is updated. - Trigger **Order Created** Triggers when a order is created. - Trigger **Order Delivered** Triggers when a order is delivered. - Trigger **Order Fulfilled** Triggers when a order is fulfilled. - Trigger **Order Paid** Triggers when a order is paid. - Trigger **Order Partially Fulfilled** Triggers when a order is partially fulfilled. - Trigger **Order Partially Shipped** Triggers when a order is partially shipped. - Trigger **Order Payment Failed** Triggers when a order payment fails. - Trigger **Order Processing** Triggers when a order becomes processing. - Trigger **Order Shipped** Triggers when a order is shipped. - Trigger **Order Unfulfilled** Triggers when a order is unfulfilled. - Trigger **Order Voided** Triggers when a order is voided. - Trigger **Payout Completed** Triggers when a payout is completed. - Trigger **Purchase Created** Triggers when a purchase is created. - Trigger **Purchase Invoked** Triggers when a purchase is invoked. - Trigger **Purchase Revoked** Triggers when a purchase is revoked. - Trigger **Purchase Updated** Triggers when a purchase is updated. - Trigger **Referral Approved** Triggers when a referral is approved. - Trigger **Referral Created** Triggers when a referral is created. - Trigger **Refund Created** Triggers when a refund is created. - Trigger **Refund Succeeded** Triggers when a refund succeeds. - Trigger **Return Request Completed** Triggers when a return request is completed. - Trigger **Return Request Created** Triggers when a return request is created. - Trigger **Return Request Deleted** Triggers when a return request is deleted. - Trigger **Return Request Opened** Triggers when a return request is opened. - Trigger **Return Request Updated** Triggers when a return request is updated. - Trigger **Subscription Active** Triggers when a subscription becomes active. - Trigger **Subscription Canceled** Triggers when a subscription is canceled. - Trigger **Subscription Completed** Triggers when a subscription is completed. - Trigger **Subscription Created** Triggers when a subscription is created. - Trigger **Subscription Past Due** Triggers when a subscription becomes past due. - Trigger **Subscription Renewed** Triggers when a subscription is renewed. - Trigger **Subscription Set to Cancel** Triggers when a subscription is set to cancel. - Trigger **Subscription Trialing** Triggers when a subscription becomes trialing. - Trigger **Subscription Updated** Triggers when a subscription is updated. - Action **Add Affiliation Request** Creates a pending affiliate application in your SureCart store. - Action **Add Customer** Creates a customer in your SureCart store. - Action **Add Payout** Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date. - Action **Approve Affiliation Request** Approves a pending affiliate application, turning the applicant into an affiliate. - Action **Approve Referral** Approves a referral that is under review. - Action **Cancel Checkout** Cancels a checkout; its associated order and invoice are voided. - Action **Cancel Subscription** Cancels a subscription, either immediately or at the end of the current billing period. - Action **Complete Payout** Marks a processing affiliate payout as completed (paid). - Action **Complete Return Request** Marks an open return request as completed. - Action **Complete Subscription** Completes a fixed-length (finite) subscription immediately. - Action **Delete Fulfillment** Deletes a fulfillment, returning its order items to unfulfilled. - Action **Delete Return Request** Deletes a return request. - Action **Deny Affiliation Request** Denies a pending affiliate application. - Action **Finalize Checkout** Finalizes a draft checkout so it can be paid. - Action **Find Affiliation** Find an existing affiliation by ID. - Action **Find Affiliation Request** Find an existing affiliation request by ID. - Action **Find Cancellation Act** Find an existing cancellation act by ID. - Action **Find Checkout** Find an existing checkout by ID. - Action **Find Click** Find an existing click by ID. - Action **Find Coupon** Find an existing coupon by ID. - Action **Find Customer** Find an existing customer by ID. - Action **Find Fulfillment** Find an existing fulfillment by ID. - Action **Find Fulfillment Item** Find an existing fulfillment item by ID. - Action **Find Line Item** Find an existing line item by ID. - Action **Find Order** Find an existing order by ID. - Action **Find Payment Intent** Find an existing payment intent by ID. - Action **Find Payment Method** Find an existing payment method by ID. - Action **Find Payout** Find an existing payout by ID. - Action **Find Payout Group** Find an existing payout group by ID. - Action **Find Price** Find an existing price by ID. - Action **Find Product** Find an existing product by ID. - Action **Find Promotion** Find an existing promotion by ID. - Action **Find Purchase** Find an existing purchase by ID. - Action **Find Referral** Find an existing referral by ID. - Action **Find Referral Item** Find an existing referral item by ID. - Action **Find Refund** Find an existing refund by ID. - Action **Find Return Item** Find an existing return item by ID. - Action **Find Return Request** Find an existing return request by ID. - Action **Find Subscription** Find an existing subscription by ID. - Action **Find Tracking** Find an existing tracking by ID. - Action **Invoke Purchase** Re-activates a revoked purchase, restoring the customer's access to the product. - Action **Manually Pay Checkout** Marks a finalized checkout as paid outside SureCart, creating its paid order. - Action **Open Return Request** Re-opens a completed return request. - Action **Preserve Subscription** Records that a customer who started to cancel a subscription chose to keep it. - Action **Revoke Purchase** Revokes a customer's purchase, removing their access to the product. - Action **Update Customer** Updates an existing customer's name, email or phone in your SureCart store. - Action **Update Purchase** Schedules when a customer's purchase will be automatically revoked. ## 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) - [ **SureCart** The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business...](https://apiant.ai/connections/surecart) 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 SureCart - [ **HubSpot to SureCart** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-surecart) - [ **Salesforce to SureCart** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-surecart) - [ **Google Sheets to SureCart** Google Sheets](https://apiant.ai/connect/google-sheets-to-surecart) - [ **Gmail to SureCart** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-surecart) - [ **Google Calendar to SureCart** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-surecart) - [ **Google Drive to SureCart** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-surecart) Questions ## Plutio and SureCart, 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 SureCart when something happens in Plutio? Any of SureCart's 47 actions, including Update Customer, Update Purchase, Add Affiliation Request and Add Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SureCart to Plutio? Yes. When something happens in SureCart, your agent can act in Plutio too. This page covers both directions: SureCart's triggers and Plutio's actions are listed here as well. ### ### Do I have to build a connector for Plutio or SureCart? 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 SureCart 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.