Connect Plutio and SwagUp

Both apps 38Plutio 21SwagUp 17

• 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
  Low Credit Balance

  Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.

• Trigger
  Low Stock for a Product

  Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.

• Trigger
  New or Updated Order

  Triggers when an order is created or updated.

• Trigger
  New or Updated Shipment Status

  Triggers when a shipment is created or its delivery status changes.

• Trigger
  New or Updated Shipment Tracking

  Triggers when a shipment first gets a tracking number or its tracking number changes.

• Trigger
  New Redemption

  Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.

• Trigger
  Product Deactivated

  Triggers when a product in your SwagUp account is deactivated.

• Action
  Add Funds to Credit Balance

  Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.

• Action
  Create a New Recipient

  Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.

• Action
  Find an Order

  Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.

• Action
  Find a Product by Name

  Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.

• Action
  Find a Recipient

  Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.

• Action
  Find a Shipment

  Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.

• Action
  Find Inventory for Products

  Returns the current inventory of the specified products, including the stock quantity on hand for each size.

• Action
  Generate a Unique URL

  Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.

• Action
  Reorder an Existing Product

  Places a new SwagUp order for more units of a product already in your account, and returns the created order.

• Action
  Update Existing Recipient Information

  Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.

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