Connect Plutio and Zengine

Both apps 36Plutio 21Zengine 15

• 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 Event

  Triggers when a new event is added.

• Trigger
  New Task

  Triggers when a new task is added.

• Trigger
  Updated Record

  Triggers when any record is updated in a form of your choice.

• Action
  Add Comment

  Adds a comment to a record or workspace.

• Action
  Add Form Record

  Adds a record to a form.

• Action
  Add record

  Create a record in a form.

• Action
  Create Event

  Creates a calendar event in a Zengine workspace.

• Action
  Create Task

  Creates a task in a Zengine workspace.

• Action
  Delete Record

  Deletes a record.

• Action
  Find Record

  Returns the records in a form that match the specified name, folder, creator, completion state or dates.

• Action
  Get Event

  Returns one calendar event by id.

• Action
  Get record

  Retrieve one record by id.

• Action
  Get Task

  Returns one task by id.

• Action
  Update Record

  Updates a record.

• Action
  Upload File to Field

  Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

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