Plutio

plutio is an all in one business management platform offering project management, invoicing, contracts, forms, and automation integrating plutio with make com enables seamless workflow automation, connecting business processes with other apps to boost productivity and efficiency limited documentation we currently can't provide complete documentation for plutio because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from plutio and public sources to create detailed guides plutio modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} copy a task creates a duplicate of a selected task copy a task board creates a duplicate of a selected task board, including its tasks and details copy a task group creates a duplicate of a selected task group, making an exact copy for you to use or modify as needed create a block creates a new content block for you to use in your workspace create a person adds a new person to your system or database create a project creates a brand new project for you to get started with create a proposal creates a brand new proposal for your project or client create a task creates a brand new task for you to manage and track your work create a task board creates a brand new task board where you can organize and manage your tasks create a task group creates a new group to organize and manage your tasks create an invoice generates a brand new invoice for your records or customers delete a block deletes a specific block that you choose delete a person removes the selected person from your records delete a project deletes the project you select from your account delete a proposal deletes the proposal you select from your list delete a task deletes the task you select from your list delete a task board permanently removes a task board that you select delete a task group deletes a task group that you select, removing it from your list delete an invoice deletes the selected invoice from your records get a block retrieves the details of a specific block you choose get a person retrieves detailed information about a specific person you choose get a project retrieves detailed information about a specific project you choose get a proposal retrieves the details of a specific proposal you choose get a task retrieves detailed information about a specific task you choose get a task board retrieves detailed information about a specific task board you choose get a task group retrieves detailed information about a specific task group you choose get an invoice retrieves the details of a specific invoice you choose make an api call allows you to make a custom api request to the service using your authorized account move a task moves a selected task to a different location or project search blocks searches for specific blocks based on your criteria search invoices finds invoices based on your search criteria search people finds and retrieves information about people based on your search criteria search projects finds and retrieves projects based on your search criteria search proposals finds and retrieves proposals based on your search criteria search task boards finds and lists task boards that match your search criteria search task groups finds and retrieves task groups based on your search criteria search tasks finds and retrieves tasks based on your search criteria update a person updates the details of a selected person update a project updates the details of a selected project update a proposal updates the details of a selected proposal update a task updates the details of a selected task update a task board updates the details of an existing task board update a task group updates the details of a selected task group update an invoice updates the details of a selected invoice watch forms monitors your account for new form submissions watch invoices monitors your account for new or updated invoices watch notifications monitors and detects specific events you choose in your plutio webhook settings, so you can take action when they happen watch people monitors and notifies you when new people are added watch projects monitors and notifies you when new projects are created or existing ones are updated watch proposals monitors and notifies you whenever a new proposal is created watch task boards monitors and notifies you when new task boards are created or updated watch task groups monitors and notifies you when new task groups are created or updated watch tasks monitors your account for new or updated tasks watch templates monitors and notifies you when new templates are created or existing ones are updated templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} plutio resources you can have access to more resources related to this app on the following links https //community make com/search?q=plutio https //plutio com https //docs plutio com/ https //docs plutio com/#introduction https //www make com/en/integrations/plutio help us improve this documentation have experience with plutio? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone