--- title: Plutio slug: plutio description: How to integrate Plutio with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_plutio.png docTags: createdAt: 2025-02-03T13:29:10.709Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/plutio.png" alt="Plutio logo" caption size="50" width="512" height="512"}
| 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} **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 You can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Copy a Task Creates a duplicate of a selected task. ::: :::ExpandableHeading ### Copy a Task Board Creates a duplicate of a selected task board, including its tasks and details. ::: :::ExpandableHeading ### Copy a Task Group Creates a duplicate of a selected task group, making an exact copy for you to use or modify as needed. ::: :::ExpandableHeading ### Create a Block Creates a new content block for you to use in your workspace. ::: :::ExpandableHeading ### Create a Person Adds a new person to your system or database. ::: :::ExpandableHeading ### Create a Project Creates a brand new project for you to get started with. ::: :::ExpandableHeading ### Create a Proposal Creates a brand new proposal for your project or client. ::: :::ExpandableHeading ### Create a Task Creates a brand new task for you to manage and track your work. ::: :::ExpandableHeading ### Create a Task Board Creates a brand new task board where you can organize and manage your tasks. ::: :::ExpandableHeading ### Create a Task Group Creates a new group to organize and manage your tasks. ::: :::ExpandableHeading ### Create an Invoice Generates a brand new invoice for your records or customers. ::: :::ExpandableHeading ### Delete a Block Deletes a specific block that you choose. ::: :::ExpandableHeading ### Delete a Person Removes the selected person from your records. ::: :::ExpandableHeading ### Delete a Project Deletes the project you select from your account. ::: :::ExpandableHeading ### Delete a Proposal Deletes the proposal you select from your list. ::: :::ExpandableHeading ### Delete a Task Deletes the task you select from your list. ::: :::ExpandableHeading ### Delete a Task Board Permanently removes a task board that you select. ::: :::ExpandableHeading ### Delete a Task Group Deletes a task group that you select, removing it from your list. ::: :::ExpandableHeading ### Delete an Invoice Deletes the selected invoice from your records. ::: :::ExpandableHeading ### Get a Block Retrieves the details of a specific block you choose. ::: :::ExpandableHeading ### Get a Person Retrieves detailed information about a specific person you choose. ::: :::ExpandableHeading ### Get a Project Retrieves detailed information about a specific project you choose. ::: :::ExpandableHeading ### Get a Proposal Retrieves the details of a specific proposal you choose. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task you choose. ::: :::ExpandableHeading ### Get a Task Board Retrieves detailed information about a specific task board you choose. ::: :::ExpandableHeading ### Get a Task Group Retrieves detailed information about a specific task group you choose. ::: :::ExpandableHeading ### Get an Invoice Retrieves the details of a specific invoice you choose. ::: :::ExpandableHeading ### Make an API Call Allows you to make a custom API request to the service using your authorized account. ::: :::ExpandableHeading ### Move a Task Moves a selected task to a different location or project. ::: :::ExpandableHeading ### Search Blocks Searches for specific blocks based on your criteria. ::: :::ExpandableHeading ### Search Invoices Finds invoices based on your search criteria. ::: :::ExpandableHeading ### Search People Finds and retrieves information about people based on your search criteria. ::: :::ExpandableHeading ### Search Projects Finds and retrieves projects based on your search criteria. ::: :::ExpandableHeading ### Search Proposals Finds and retrieves proposals based on your search criteria. ::: :::ExpandableHeading ### Search Task Boards Finds and lists task boards that match your search criteria. ::: :::ExpandableHeading ### Search Task Groups Finds and retrieves task groups based on your search criteria. ::: :::ExpandableHeading ### Search Tasks Finds and retrieves tasks based on your search criteria. ::: :::ExpandableHeading ### Update a Person Updates the details of a selected person. ::: :::ExpandableHeading ### Update a Project Updates the details of a selected project. ::: :::ExpandableHeading ### Update a Proposal Updates the details of a selected proposal. ::: :::ExpandableHeading ### Update a Task Updates the details of a selected task. ::: :::ExpandableHeading ### Update a Task Board Updates the details of an existing task board. ::: :::ExpandableHeading ### Update a Task Group Updates the details of a selected task group. ::: :::ExpandableHeading ### Update an Invoice Updates the details of a selected invoice. ::: :::ExpandableHeading ### Watch Forms Monitors your account for new form submissions. ::: :::ExpandableHeading ### Watch Invoices Monitors your account for new or updated invoices. ::: :::ExpandableHeading ### Watch Notifications Monitors and detects specific events you choose in your Plutio webhook settings, so you can take action when they happen. ::: :::ExpandableHeading ### Watch People Monitors and notifies you when new people are added. ::: :::ExpandableHeading ### Watch Projects Monitors and notifies you when new projects are created or existing ones are updated. ::: :::ExpandableHeading ### Watch Proposals Monitors and notifies you whenever a new proposal is created. ::: :::ExpandableHeading ### Watch Task Boards Monitors and notifies you when new task boards are created or updated. ::: :::ExpandableHeading ### Watch Task Groups Monitors and notifies you when new task groups are created or updated. ::: :::ExpandableHeading ### Watch Tasks Monitors your account for new or updated tasks. ::: :::ExpandableHeading ### Watch Templates Monitors and notifies you when new templates are created or existing ones are updated. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Plutio resources You can have access to more resources related to this app on the following links : - [Join discussions about Plutio on Make community](https://community.make.com/search?q=Plutio) - [Visit Plutio website ](https://plutio.com) - [Access Plutio help documentation ](https://docs.plutio.com/) - [View Plutio API documentation](https://docs.plutio.com/#introduction) - [Visit Plutio page on make](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 [Make community](https://community.make.com) Your feedback helps us create better documentation for everyone. *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::