Connect Plutio and TRAFFIT

Both apps 47Plutio 21TRAFFIT 26

• 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
  Candidate Added

  Triggers when a new candidate is added in Traffit.

• Trigger
  Candidate Moved to Stage

  Triggers when a candidate is moved to another stage of a job in Traffit.

• Trigger
  CRM Contact Person Added

  Triggers when a new CRM contact person is added in Traffit.

• Trigger
  CRM Contact Person Updated

  Triggers when a CRM contact person is updated in Traffit.

• Trigger
  New Candidate in a Job

  Triggers when a new candidate appears in a job in Traffit.

• Trigger
  New Job Created

  Triggers when a new job is created in Traffit.

• Action
  Add Candidate Note

  Adds a note to a candidate in Traffit.

• Action
  Add Candidate to a Job

  Adds a candidate to a job (recruitment) in Traffit.

• Action
  Add job

  Creates a new job (recruitment) in Traffit for a client.

• Action
  Add tags to candidate

  Adds one or more existing tags to a candidate in Traffit.

• Action
  Create Candidate

  Creates a new candidate in Traffit.

• Action
  Create CRM Contact Person

  Creates a new CRM contact person in Traffit.

• Action
  Find Candidate

  Finds candidates in Traffit by email or last name.

• Action
  Find Client

  Returns a client company in Traffit by its ID.

• Action
  Get candidate

  Returns a single candidate by ID or GUID, including their custom fields.

• Action
  Get client

  Returns a single client (company) by its ID, including its custom fields.

• Action
  Get job

  Returns a single job (recruitment) by its ID, including its client, responsible people and custom fields.

• Action
  List clients

  Returns the clients (companies) in your Traffit account, optionally filtered and sorted.

• Action
  List job states

  Returns the workflow stages (states) of a job, such as New, Video call or Offer, with their ids and order.

• Action
  List users

  Returns the users (recruiters and team members) in your Traffit account.

• Action
  Move candidate to job state

  Moves a candidate in a job to a specific stage of that job's workflow.

• Action
  Reject candidate in job

  Rejects a candidate in a job, moving them to the chosen rejection stage.

• Action
  Update candidate

  Updates selected fields on an existing candidate in Traffit; blank fields are left unchanged.

• Action
  Update client

  Updates selected fields on an existing client (company) in Traffit. Fields left blank are not changed.

• Action
  Update CRM Contact Person

  Updates the fields you supply on an existing CRM contact person in Traffit.

• Action
  Update job

  Updates selected fields on an existing job (recruitment) in Traffit, such as its title, client or workflow.

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