Connect Plutio to Viral Loops

Both apps 32Plutio 21Viral Loops 11

• 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 Participant

  Registers a new participant in a Viral Loops campaign, optionally crediting the participant who referred them.

• Action
  Convert Participant

  Records a conversion for a registered participant in a Viral Loops campaign, optionally with a conversion value.

• Action
  Find participants

  Searches a campaign's participants by name or email, optionally filtered by conversion status and source. Returns up to 100 matching participants.

• Action
  Flag participant

  Flags a participant so they are removed from the campaign's waiting list or leaderboard without being deleted from the campaign.

• Action
  Get campaign

  Returns the configuration and public information of the connected campaign, such as its name, company name, type and landing page.

• Action
  Get campaign stats

  Returns the number of leads and the total referral count of your Viral Loops campaign.

• Action
  Get participant

  Returns a single campaign participant's details, looked up by email or referral code.

• Action
  Get Participant's Referrer

  Returns the participant who referred a given participant in your Viral Loops campaign, looked up by email or referral code.

• Action
  List participant referrals

  Returns the list of people a participant has referred to your campaign, looked up by the participant's email or referral code.

• Action
  Redeem reward

  Redeems a participant's pending reward, moving it from their pending rewards to their given rewards.

• Action
  Update participant

  Updates a participant's first name, last name, referral count, conversion count or custom field values in your Viral Loops campaign.

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