Connect Plutio and Typeform Enterprise (EU)

Both apps 40Plutio 21Typeform Enterprise (EU) 19

• 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 Entry

  Triggers when someone submits a response to the chosen form.

• Action
  Add image

  Adds an image to your Typeform account from a URL or base64 data, so it can be used in forms and themes.

• Action
  Add theme

  Creates a new Typeform theme with the colors, font, background and layout you choose.

• Action
  Create an Empty Form

  Creates a new form with only a title.

• Action
  Create Workspace

  Creates a new workspace.

• Action
  Delete Form

  Deletes a form and all of its responses.

• Action
  Delete image

  Deletes an image from your Typeform account.

• Action
  Delete Responses

  Deletes the given responses from a form.

• Action
  Delete theme

  Deletes a theme from your Typeform account.

• Action
  Delete Workspace

  Deletes a workspace.

• Action
  Get theme

  Returns a theme from your Typeform account, including its colors, font, background and layout settings.

• Action
  Get Workspace

  Returns one workspace.

• Action
  List Forms

  Returns the forms in your Typeform account.

• Action
  List images

  Returns all images in your Typeform account, newest first.

• Action
  List Themes

  Returns the themes in your account.

• Action
  List Workspaces

  Returns the workspaces in your account.

• Action
  Lookup Responses

  Returns a form's responses that match the given text or date range.

• Action
  Update form

  Updates a form's title, visibility, settings, theme or workspace by applying a list of change operations.

• Action
  Update theme

  Updates a private theme in your Typeform account, changing only the settings you fill in (name, font, colors, background, alignment and more).

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