Connect Plutio and VBOUT

Both apps 41Plutio 21VBOUT 20

• 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 Contact

  Triggers when a new contact is added to a VBOUT email list.

• Trigger
  New Contact Property Change

  Triggers when any property of a contact in a VBOUT email list changes, or a contact is added.

• Action
  Add contact

  Creates a contact in a VBOUT email list, with optional IP address and list custom field values.

• Action
  Add Contact to List

  Adds a contact to one of your VBOUT email lists.

• Action
  Add Custom Event to a Contact

  Records a custom activity on a VBOUT contact's timeline.

• Action
  Add Tag to Contact

  Adds a tag to a VBOUT contact, found by email address.

• Action
  Create Email List

  Creates a new email list in VBOUT.

• Action
  Create Email Marketing Campaign

  Creates an email campaign in VBOUT addressed to one of your lists.

• Action
  Create Social Media Message

  Posts a message to one of your connected social media channels through VBOUT.

• Action
  Get email campaign

  Returns an email campaign's details, including subject, sender and content, by its ID.

• Action
  Get email list

  Returns the settings of one VBOUT email list, including its name, sender details, confirmation messages and the list's custom fields.

• Action
  List contacts

  Returns the contacts in a VBOUT email list.

• Action
  List email campaigns

  Returns the email campaigns in your VBOUT account, optionally filtered by status (sent, scheduled, draft, automation) or date range.

• Action
  List email lists

  Returns all email lists in the VBOUT account, with each list's name, sender settings and creation date.

• Action
  Move contact

  Moves a VBOUT contact from one email list to another.

• Action
  Remove Tag From Contact

  Removes a tag from a VBOUT contact, found by email address.

• Action
  Unsubscribe Contact

  Unsubscribes a VBOUT contact by setting its status to inactive.

• Action
  Update Contact

  Updates an existing VBOUT contact's email, status or IP address.

• Action
  Update email campaign

  Updates an existing VBOUT email marketing campaign's name, subject, content, sender and recipients.

• Action
  Update email list

  Updates an existing VBOUT email list's name, sender details, notification settings and subscription messages.

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