Plutio and Salesflare

Project Management plutio.com ↗

How to connect Plutio

Via Zapier — 27 operations available. Set it up ↗
Via Make — 54 modules available. Set it up ↗

What you can automate

When new Form in Plutio, find or create contact in Salesflare.
When new Form Submission in Plutio, find or create contact in Salesflare.
When new Invoice in Plutio, create opportunity, then find or create contact in Salesflare.
When new Person in Plutio, find or create contact in Salesflare.
When new Task in Plutio, create task in Salesflare.
When new Task Board in Plutio, create task in Salesflare.

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Plutio operations on Zapier

Triggers (10)

Start a workflow when this happens

New Block — Triggers when a new Block is created
New Form — Triggers when a new form is created.
New Form Submission — Triggers when a form is submitted.
New Invoice — Triggers when a new Invoice is created
New Person — Triggers when a new person is created.

Show 5 more triggers

New Project — Triggers when a new Project is created.
New Task — Triggers when a new Task is created.
New Task Board — Triggers when a new Task Board is created.
New Task Group — Triggers when a new Task Group is created.
New Template — Triggers when a new template is created.

Actions (15)

Things Salesflare can make it do

Create Block — Creates a Block
Create Invoice — Creates an Invoice
Create Person — Creates a Person
Create Project — Creates a new Pltuio Project
Create Task Board — Creates a new Task Board within a specific Project

Show 10 more actions

Create Task Group — Creates a Task Group within a specific Task Board
Create a Task — Create a new Task within a specific Task Group
Delete Block — Deletes a Block
Delete Invoice — Deletes an Invoice
Delete Person — Deletes a Person
Find Person — Finds a Person
Move a Task — Moves an existing Task within a specific Task Group
Update Invoice — Updates an Invoice
Update Person — Update a Person
Update a Task — Updates an existing Task within a specific Task Group

Searches (2)

Look up existing records

Retrieve Block/Blocks — Retrieves all the Blocks associated with a particular Entity
Retrieve Person/People — Retrieve information for a specific Person or group of People

Plutio operations on Make

Triggers (10)

Start a workflow when this happens

Watch Forms — Watches for forms.
Watch Invoices — Watches for invoices.
Watch Notifications — Watches for events selected in Plutio webhooks settings.
Watch People — Watches for people.
Watch Projects — Watches for projects.