We have made some enhancements to the Plutio integration. Here's the list of enhancements -
Triggers converted to Webhook -
1. Project is created
2. Task is created
3. Invoice is created
4. Person is created
5. Task board is created
6. Task group is created
7. Template is created
8. Invoice is updated
New Triggers Added -
9. Contract is created
10. Company is created
11. Task is updated
12. Project is updated
13. Company is updated
14. Contract is updated
15. Company is created
16. Proposal is created
New Actions Added -
1. Create Project
2. Create company
3. Update company
4. Create contract
5. Update contract
6. Create person conversation
7. Create proposal
8. Update proposal
9. Find person by Id
One of the limitations other integration platforms have with Plutio is they dont fully support templates for any of the actions that Plutio allows templates for; proposals, contracts, invoices, projects, tasks and so on.
Having this ability in Integrately would be huge for the Plutio community!
Merged with:
Create any document type (proposal, contract, invoice, task) with matching templates
P
Peter Krzyzek
For accounting purposes, I need to trigger the creation of a Quickbooks Invoice upon a Plutio invoice getting paid.
For the simple way we do invoices, we don't need to know in our books how much we sent out. Only how much was actually paid.
The other use case is we can create an invoice in QB after a Plutio invoice is created (and sent), but we also need an Invoice Paid trigger so that we can update a QB invoice to mark it as paid.
You can certainly manage this use case using the trigger as Invoice is Updated in Plutio > Check condition - If Status exactly matches Paid > Create Invoice in QB. Please do try this out :)
Activity Newest / Oldest
Divya
Hi There,
We have made some enhancements to the Plutio integration. Here's the list of enhancements -
Triggers converted to Webhook -
1. Project is created
2. Task is created
3. Invoice is created
4. Person is created
5. Task board is created
6. Task group is created
7. Template is created
8. Invoice is updated
New Triggers Added -
9. Contract is created
10. Company is created
11. Task is updated
12. Project is updated
13. Company is updated
14. Contract is updated
15. Company is created
16. Proposal is created
New Actions Added -
1. Create Project
2. Create company
3. Update company
4. Create contract
5. Update contract
6. Create person conversation
7. Create proposal
8. Update proposal
9. Find person by Id
datalytyks
One of the limitations other integration platforms have with Plutio is they dont fully support templates for any of the actions that Plutio allows templates for; proposals, contracts, invoices, projects, tasks and so on.
Having this ability in Integrately would be huge for the Plutio community!
Divya
Merged with: Create any document type (proposal, contract, invoice, task) with matching templates
Peter Krzyzek
For accounting purposes, I need to trigger the creation of a Quickbooks Invoice upon a Plutio invoice getting paid.
For the simple way we do invoices, we don't need to know in our books how much we sent out. Only how much was actually paid.
The other use case is we can create an invoice in QB after a Plutio invoice is created (and sent), but we also need an Invoice Paid trigger so that we can update a QB invoice to mark it as paid.
Divya
Merged with: Plutio - Trigger on Invoice Paid
PaNiKe
Current the Plutio automation for invoice is unusable. The important fields such as Addresses are missing.
Divya
Merged with: Plutio - More Mapping Fields
datalytyks
As an action for the Plutio app, it would be extremely handy to have an action that creates a proposal with the included template option.
Divya
Merged with: Plutio "Create Proposal" action
Divya
Hi There,
Thanks for suggestions!
You can certainly manage this use case using the trigger as Invoice is Updated in Plutio > Check condition - If Status exactly matches Paid > Create Invoice in QB. Please do try this out :)
Thanks