Connect Plutio to Teachable

Both apps 35Plutio 21Teachable 14

• 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
  Create New User

  Creates a new user (student) in your Teachable school. If a user with the email already exists, returns that user and their course enrollments.

• Action
  Find Student

  Finds a student in your Teachable school by email address and returns their name, email and user ID.

• Action
  Get course

  Returns a course from your Teachable school by its ID, including its name, subtitle, description, publish status, image, author bio and curriculum sections with lectures.

• Action
  Get course progress

  Returns a student's progress in a course: percent complete, enrollment and completion dates, certificate details, and per-lecture completion status.

• Action
  Get user

  Returns a Teachable user by ID, including their role, tags, and the courses they are or have been enrolled in with progress.

• Action
  List course enrollments

  Returns the students actively enrolled in a course, with each student's enrollment date, expiry, completion date and percent complete.

• Action
  List courses

  Returns the courses at your Teachable school, optionally filtered by name, published status, author or creation date.

• Action
  List pricing plans

  Returns all pricing plans at your Teachable school, with each plan's name, price, currency and course.

• Action
  List transactions

  Returns the sales transactions made in your school, optionally filtered by student, course, pricing plan, affiliate, refund or chargeback status, and date range.

• Action
  List users

  Returns the users at your Teachable school, with their ID, name and email. Optionally filter to a single email address.

• Action
  Mark lecture complete

  Marks a lecture in a Teachable course as complete for a student.

• Action
  Unenroll Student From Course by Email

  Removes a student from a course, finding the student by their email address. Fails when no student with that email exists.

• Action
  Unenroll Student From Course by User ID (Legacy)

  Removes a student from a Teachable course using the student's user ID.

• Action
  Update user

  Updates a Teachable user's name or signup source and returns the updated user with their course enrollments and tags.

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