--- title: "Connect Plutio and Typeform - APIANT.ai" description: "When \"New Block\" fires in Plutio, your agent runs \"Create Form\" in Typeform, or \"New Form Response\" in Typeform to \"Create a Task\" in Plutio." canonical: "https://apiant.ai/connect/plutio-to-typeform" --- # Connect Plutio and Typeform When **New Block** fires in [Plutio](https://apiant.ai/connections/plutio), your agent runs **Create Form** in [Typeform](https://apiant.ai/connections/typeform), or **New Form Response** in Typeform to **Create a Task** in Plutio. Describe the whole flow and it is built, tested on every scenario and kept running. Plutio **4** triggers Plutio **17** actions Typeform **1** trigger Typeform **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Plutio and Typeform to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Plutio and Typeform can do together ### From Plutio to Typeform - When **New Block** in Plutio then **Create Form** in Typeform - When **New Task** in Plutio then **Create or Update Webhook** in Typeform ### From Typeform to Plutio - When **New Form Response** in Typeform then **Create a Task** in Plutio - When **New Form Response** in Typeform then **Create Invoice** in Plutio Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Plutio and Typeform ## Triggers and actions 5 triggers · 37 actions - 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 Form Response** Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token. - Action **Create Form** Create a new form. Provide the full form definition object (title, fields, etc.). - Action **Create or Update Webhook** Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl. - Action **Create Theme** Create a new theme (name, colors, font, etc.). - Action **Create Workspace** Create a new workspace with the given name. - Action **Delete Form** Permanently delete a form by its form ID. - Action **Delete Theme** Delete a theme by its ID. - Action **Delete Webhook** Delete a webhook from a form by its tag. - Action **Delete Workspace** Delete a workspace by ID. - Action **Get Account** Retrieve the authenticated user's account/profile (/me). - Action **Get Form** Retrieve a single form definition by its form ID. - Action **Get Theme** Retrieve a single theme by its ID. - Action **Get Webhook** Retrieve a single webhook on a form by its tag. - Action **Get Workspace** Retrieve a single workspace by ID. - Action **List Forms** Retrieve all forms in your Typeform account (paginated). - Action **List Images** Retrieve all images in your account image library. - Action **List Responses** Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size). - Action **List Themes** Retrieve all themes in your account (paginated). - Action **List Webhooks** List all webhooks configured on a form. - Action **List Workspaces** Retrieve all workspaces in your account (paginated). - Action **Update Form** Replace an existing form definition (full PUT) by form ID. ## Each app on its own - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) - [ **Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connections/typeform) Reviews ## What our customers say ## More from Plutio - [ **Plutio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/plutio-to-salesforce) - [ **Plutio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/plutio-to-slack) - [ **Plutio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/plutio-to-stripe) - [ **Plutio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/plutio-to-shopify) - [ **Plutio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/plutio-to-quickbooks-online) - [ **Plutio to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/plutio-to-trello) ## More into Typeform - [ **HubSpot to Typeform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-typeform) - [ **Mailchimp to Typeform** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-typeform) - [ **Stripe to Typeform** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-typeform) - [ **Shopify to Typeform** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-typeform) - [ **QuickBooks Online to Typeform** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-typeform) - [ **Pipedrive to Typeform** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-typeform) Questions ## Plutio and Typeform, answered ### ### What can start an automation from Plutio? Any of Plutio's 4 triggers in the catalog, including New Block, New Task, New Task Board and New Task Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Typeform when something happens in Plutio? Any of Typeform's 20 actions, including Create Form, Create or Update Webhook, Create Theme and Create Workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Typeform to Plutio? Yes. When something happens in Typeform, your agent can act in Plutio too. This page covers both directions: Typeform's triggers and Plutio's actions are listed here as well. ### ### Do I have to build a connector for Plutio or Typeform? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Plutio and Typeform without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.