Connect Plutio and TidyCal

Both apps 37Plutio 21TidyCal 16

• 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 Team

  Triggers when a new team you have access to appears in your TidyCal account.

• Action
  Add contact

  Creates a new contact in your TidyCal account with a name, email and optional timezone.

• Action
  Add guest to booking

  Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.

• Action
  Cancel booking

  Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.

• Action
  Delete booking type

  Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.

• Action
  Get booking

  Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.

• Action
  Get booking type

  Returns a single booking type, including its title, duration, price, booking URL and availability settings.

• Action
  Get contact

  Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.

• Action
  List available timeslots

  Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.

• Action
  List bookings

  Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.

• Action
  List booking types

  Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.

• Action
  List contacts

  Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.

• Action
  List teams

  Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.

• Action
  Reschedule booking

  Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.

• Action
  Update booking type

  Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.

• Action
  Update contact

  Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.

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