Connect Plutio to When I Work

Both apps 43Plutio 21When I Work 22

• 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 location

  Creates a new schedule (location) in the When I Work account and returns the created schedule.

• Action
  Add position

  Creates a position, such as Dishwasher or Server, in the When I Work account.

• Action
  Add time entry

  Creates a time entry on a user's timesheet in When I Work and returns the new entry.

• Action
  Add time off request

  Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.

• Action
  Clock in

  Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.

• Action
  Clock out

  Clocks a When I Work user out and returns the time entry the clock-out belongs to.

• Action
  Create User

  Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation.

• Action
  Delete shift

  Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.

• Action
  Delete user

  Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.

• Action
  Get account

  Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.

• Action
  Get shift

  Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.

• Action
  Get user

  Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.

• Action
  List locations

  Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.

• Action
  List positions

  Returns all the positions in the When I Work account, optionally including deleted ones.

• Action
  List shifts

  Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.

• Action
  List sites

  Returns all the sites in the When I Work account, optionally including deleted sites.

• Action
  List time entries

  Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.

• Action
  List time off requests

  Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.

• Action
  List users

  Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.

• Action
  Publish shifts

  Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.

• Action
  Update shift

  Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.

• Action
  Update user

  Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.

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