Connect Plutio to Wasi

Both apps 33Plutio 21Wasi 12

• 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 Contact

  Registers a contact from a client in Wasi, creating the client if they do not already exist, and optionally associates them with a property.

• Action
  Add property

  Creates a new property listing in Wasi and returns its id.

• Action
  Add task

  Creates a task (call, meeting, visit, etc.) in a Wasi user's schedule.

• Action
  Delete task

  Deletes a task from a user's schedule in Wasi, identified by its id and assigned date.

• Action
  Get client

  Returns a single Wasi client, including contact details, location, client types and tags.

• Action
  Get property

  Returns a single Wasi property by its id, including its location, prices, images and features.

• Action
  Get task

  Returns one task from the Wasi schedule, including its type, status, assigned user and linked clients and properties.

• Action
  Get user

  Returns a Wasi user (employee) by id, including name, email, role and contact details.

• Action
  List tasks

  Returns the tasks on a user's Wasi schedule between a start and end date, optionally limited to one task type.

• Action
  List users

  Returns all users (agents and administrators) of your Wasi company, with their email, type and profile details.

• Action
  Update property

  Updates an existing Wasi property. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing task in the Wasi schedule, changing only the fields you fill in.

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