Plutio Make integrationAutomate Plutio with Make.

Copy a Task duplicates a task you already set up in Plutio, so a to-do you defined once can be reused without typing it again.

With Copy a Task Board you get a full duplicate of an existing board, a quick way to reuse a layout of tasks that already works for you.

Copy a Task Group gives you a second copy of a group of tasks, handy when a batch of steps repeats inside the same project.

Create a Block adds a new block to your Plutio account straight from the scenario, filled with data mapped from earlier modules.

Create an Invoice builds a Plutio invoice from data your scenario already holds, so billing starts without retyping amounts or client details.

Create a Person adds someone to your Plutio contacts using details that came from another app, so nobody types the same contact twice.

Create a Project opens a new project in Plutio and fills it from earlier modules, so the job exists the moment the deal is done.

Create a Proposal prepares a new proposal in Plutio from data collected upstream, so the quote waits for you instead of a blank page.

Create a Task drops a new to-do into Plutio with the details mapped from any earlier module.

Create a Task Board sets up a new board in Plutio, ready to receive tasks from the next modules of the scenario.

Create a Task Group adds a fresh group so related tasks stay together, for example every task of one delivery phase.

Delete a Block removes a block from Plutio for good, which keeps your account clear of content that no longer serves.

Delete an Invoice erases an invoice from Plutio, useful when a duplicate or a test invoice slipped in through automation.

Delete a Person takes a contact out of Plutio, so your people list matches what your other tools hold.

Delete a Project removes a whole project from Plutio in one step, for cleanups driven by another system.

Delete a Proposal clears a proposal out of Plutio, leaving only the quotes that are still in play.

Delete a Task removes a task from Plutio, which helps when tasks are mirrored from another tool and must stay in step with it.

Delete a Task Board takes down an entire board, a broad cleanup step compared with removing single tasks.

Delete a Task Group removes a single task group from Plutio when that set of steps is no longer needed.

Get a Block returns one block you point to, so its content can feed the next modules of the scenario.

Get an Invoice reads one invoice from Plutio and hands its details to the rest of the scenario.

Get a Person fetches a single contact's record so later modules can use its details, like a name for a personal message.

Get a Project pulls the current state of one project into your scenario, ready to map into a report, a message or another app.

Get a Proposal reads the proposal you target and exposes its details for the next steps.

Get a Task returns one task with what Plutio keeps on it, so the scenario acts on up-to-date data.

Get a Task Board brings the details of one board into the scenario, for instance to name it in a message.

Get a Task Group returns a single group, so you can reuse its details further down the scenario.

Make an API Call lets you reach any endpoint of the Plutio API from the scenario, with the connection you already created.

Move a Task relocates an existing task inside Plutio, so a to-do follows your process without a drag and drop by hand.

Update an Invoice changes an invoice already in Plutio, keeping it aligned with what happens in your other tools.

Update a Person refreshes a contact's record in Plutio when the details change elsewhere.

Update a Project edits a project in place, so its details reflect progress logged in other tools.

Update a Proposal revises a proposal that already exists, sparing you a trip into Plutio for small changes.

Update a Task changes a task's details, the natural follow-up when work tracked elsewhere evolves.

Update a Task Board adjusts the board itself rather than its tasks, keeping it in line with the project it serves.

Update a Task Group edits one group of tasks, keeping a board tidy as the work evolves.

Search Blocks looks through your Plutio blocks and returns every match as its own bundle for the next module.

Search Invoices finds invoices in Plutio and passes each one down the scenario, a good base for exports and follow-ups.

Search People checks your Plutio contacts and returns the people that match, so the scenario knows who already exists.

Search Projects scans your Plutio projects and returns each match to the following modules, one bundle per project.

Search Proposals pulls back the Plutio proposals that match what you ask for, so the rest of your scenario can read them or act on each one. Each proposal arrives as its own bundle.

Search Task Boards finds the boards in your Plutio workspace and hands them to the next step, one bundle per board, so you locate the right board without picking it by hand.

Search Task Groups returns the task groups that fit your search, so your scenario can drop work into the right group without anyone looking it up.

Search Tasks lists the Plutio tasks that meet your criteria and sends each one down the scenario as a separate bundle. It pins down which tasks you mean before you update or move them.