Connect Plutio to Valyu

Both apps 31Plutio 21Valyu 10

• 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.

• Action
  Add deep research task

  Create a new asynchronous DeepResearch task.

• Action
  Delete deep research task

  Permanently deletes a DeepResearch task and its associated data (output, sources, PDF, images). Running or queued tasks must be cancelled first.

• Action
  Find content by query

  Returns up to 20 results (web pages, papers, news, proprietary datasets) that match the specified search query, with extracted content.

• Action
  Find datasources by criteria

  Finds Valyu datasources matching a natural-language description, ranked best-first by relevance.

• Action
  Generate answer

  Answers a question with an AI-written, cited response grounded in real-time search across web, academic, financial and proprietary sources.

• Action
  Get deep research task

  Retrieve the current status, progress and results of a Valyu DeepResearch task.

• Action
  List datasource categories

  Lists all Valyu datasource categories (such as research, healthcare, markets), which can be used to filter the datasources list.

• Action
  List datasources

  Lists the data sources available through Valyu's search API, optionally filtered by category.

• Action
  List deep research tasks

  Lists the DeepResearch tasks created with the connected API key, with each task's id, query, status, creation time and public flag.

• Action
  Update deep research task

  Adds a follow-up instruction to a running DeepResearch task to steer its research. Only accepted before the writing phase begins.

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