Plutio

plutio is an all in one business management platform for freelancers and small businesses, offering tools for projects, invoices, proposals, and client management integrating plutio with make com lets users automate project tasks, invoice creation, and client communications this is ai generated content based on official plutio documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //plutio com directly requirements to use the plutio app in make, you must have an active plutio account and generate an application key and secret code from your account settings, https //plutio com for subscription, refer to the https //plutio com connect plutio and {{product name}} to get started, you must first create a connection between plutio and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your plutio account create the connection in make obtain your oauth2 credentials in your plutio account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your plutio account to obtain your oauth2 credentials navigate to the settings section after logging into your plutio account navigate to the api or integrations subsection within settings click the button or link to create or register a new application enter the callback uri https //www integromat com/oauth/cb/plutio copy the client id displayed on screen copy the client secret displayed on screen copy the business subdomain from your plutio account url (for example, if your plutio domain is https //your company plutio com, copy your company) you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs plutio com/ create the connection in {{product name}} https //www make com/en/register , add the plutio module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your plutio account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page plutio modules after connecting to the plutio app, you 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 structure copy a task group creates a duplicate of a selected task group create a block creates a new content block within your selected workspace create a company creates a new company record in your account create a contract creates a new contract record in your account create a person creates a new person record in your database or application create a project creates a new project within your selected workspace create a proposal generates and submits a brand new proposal document create a task creates a new task in your selected project or workspace create a task board creates a new task board for organizing and managing tasks create a task group creates a new group to organize and manage related tasks create an invoice generates a brand new invoice record in your account delete a block deletes a specific block from your workspace or document delete a company permanently removes a specified company from your account delete a contract permanently removes a specified contract from your account delete a person deletes a selected person record from your account delete a project permanently removes the selected project from your account delete a proposal deletes a selected proposal from your account delete a task deletes a specific task that you select from your list delete a task board permanently removes the selected task board from your account delete a task group deletes a selected task group from your account delete an invoice deletes the selected invoice from your account get a block retrieves the details of a specific block based on the provided identifier get a company fetches detailed information about a specific existing company get a contract fetches the details of a specific existing contract get a person retrieves detailed information about a specific person based on the provided identifier get a project retrieves detailed information about a specific project get a proposal retrieves detailed information about a specific proposal get a task retrieves detailed information about a specific task get a task board retrieves detailed information about a specific task board get a task group retrieves detailed information about a specific task group get an invoice retrieves the details of a specific invoice by its identifier list companies retrieves a list of all companies currently stored in your account list contracts retrieves a list of all current contracts in your account make an api call executes a custom api request to the connected service using your authorized credentials move a task moves a selected task to a different location or project search blocks searches for specific blocks within your workspace search invoices searches your account for existing invoices based on specified criteria search people searches for people based on specified criteria search projects searches for projects based on specified criteria search proposals searches for proposals based on specified criteria search task boards searches for and retrieves task boards based on specified criteria search task groups searches for and retrieves task groups based on specified criteria search tasks searches for tasks based on specified criteria update a company updates the details of an existing company record update a contract modifies the details of a specified existing contract update a person updates the details of a selected person in your database 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 or settings 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 companies triggers when a new company record is added to your system watch contracts triggers when a new contract record is added to your account watch form responses triggers when a user submits a new response to a form watch forms monitors and detects new form submissions watch invoices monitors and detects newly created invoices watch notifications monitors and triggers actions when specific events, chosen in your plutio webhook settings, occur watch people monitors and detects new or updated people records watch projects monitors and detects new or updated projects watch proposals monitors and detects new or updated proposals watch task boards monitors and detects new or updated task boards watch task groups monitors and detects new or updated task groups watch tasks monitors and detects newly created or updated tasks watch templates monitors and detects new or updated templates 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 //www make com/en/integrations/plutio