Connect Plutio and Trengo

Both apps 39Plutio 21Trengo 18

• 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 Internal Note

  Fires when an internal note is added to a Trengo ticket.

• Trigger
  New Outbound Message

  Triggers when an outbound message is created.

• Trigger
  Ticket Label Added

  Triggers when a label is added to a conversation.

• Action
  Add internal note to ticket

  Adds an internal note (visible only to agents) to a Trengo ticket.

• Action
  Add ticket

  Create a new support ticket.

• Action
  Add ticket label

  Attaches an existing label to a Trengo ticket.

• Action
  Create a Contact

  Creates a contact on a Trengo channel. If a contact with the same identifier already exists on that channel, Trengo returns the existing contact instead of creating a duplicate.

• Action
  Create webhook

  Subscribes a URL to one Trengo webhook event type. Used by Trengo instant triggers to register their delivery URL on activation.

• Action
  Delete contact

  Delete a contact by id.

• Action
  Delete ticket

  Delete a ticket by id.

• Action
  Find a Contact

  Returns the Trengo contacts that match the search term.

• Action
  Get contact

  Retrieve a single Trengo contact by its id.

• Action
  Get webhook

  Fetches a webhook by ID, including the event it listens for, the address it sends to and its signing secret. An error occurs if the webhook is not found.

• Action
  List contacts

  List all contacts.

• Action
  List labels

  Lists the ticket labels defined in the Trengo account (first page).

• Action
  List tickets

  Returns all tickets the connected user is authorized to see, optionally filtered by status, contact, users, channels, labels, last message type or update time.

• Action
  Send a Message

  Sends a reply message on an existing Trengo ticket, over the ticket's own channel.

• Action
  Update contact

  Update an existing contact by id.

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