Connect Plutio to Zixflow

Both apps 41Plutio 21Zixflow 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.

• Action
  Add collection record

  Create a record in a collection. Docs: docs.zixflow.com/api-reference/records/create

• Action
  Create Activity

  Create activity/task in the system.

• Action
  Create List Entry

  Create list entry in the system

• Action
  Delete Activity

  Delete activity/task in the system.

• Action
  Delete Collection Record

  Delete specific collection record within the system.

• Action
  Delete List Entry

  Delete specific list entry within the system. It will not delete collection record.

• Action
  Find activities

  List/query activities and tasks.

• Action
  Find collection records

  List/query records of a collection with filters and sorting.

• Action
  Find list entries

  List/query entries of a list. Docs: docs.zixflow.com/api-reference/list-entries/get

• Action
  Find or Create Collection Record

  Create collection record or locate existing record within the system, eliminating duplicates if present.

• Action
  Get activity

  Get an activity by ID. Docs: docs.zixflow.com/api-reference/activity-list/get-by-id

• Action
  Get collection

  Get a collection by ID.

• Action
  Get collection record

  Get one collection record by ID. Docs: docs.zixflow.com/api-reference/records/get-by-id

• Action
  Get list entry

  Get one list entry by ID. Docs: docs.zixflow.com/api-reference/list-entries/get-by-id

• Action
  List attributes

  List attributes of a collection or list. Docs: docs.zixflow.com/api-reference/attributes/get-list-of-attributes

• Action
  List collections

  List system and custom collections.

• Action
  List lists

  List all lists. Docs: docs.zixflow.com/api-reference/list/get-list-of-lists

• Action
  List workspace members

  List workspace members.

• Action
  Update Activity

  Update activity/task in the system.

• Action
  Update Collection Record

  Designed to seamlessly update individual collection record data within the system.

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