Connect Plutio to Tango

Both apps 31Plutio 21Tango 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.

• Action
  Add account

  Creates a new account under a Tango customer, with its display name, contact email and currency.

• Action
  Add customer

  Creates a new customer (a group that holds reward accounts) on your Tango platform.

• Action
  Get account

  Returns the details of a specific Tango account, including its current balance, currency, status and contact email.

• Action
  Get customer

  Returns the details of a specific customer (group) on your Tango platform, including its accounts.

• Action
  Get order

  Returns the full details of a single Tango reward order, including recipient, amount charged, status and reward credentials.

• Action
  List accounts

  Returns the accounts on your Tango platform, optionally filtered by number, name, status, email, currency, balance or creation date.

• Action
  List brand categories

  Returns all brand categories used to group brands in the Tango rewards catalog.

• Action
  List catalog items

  Returns the brands and reward items in your Tango platform's catalog, optionally filtered by brand, reward, status, type, currency, country or category.

• Action
  List orders

  Returns the reward orders placed on your Tango platform, optionally filtered by account, customer, date range, recipient, reward, status and more.

• Action
  Resend order

  Resends the reward delivery for an existing order, optionally to a new email address, mobile number, email template or delivery method.

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