Plutio + Hipcall Integration

Plutio is an business management platform that helps you in managing projects, tracking time creating proposals and invoices.

When this happens (Triggers)

Do this (Actions)

Create task
Creates a new task.

Update task
Updates an existing task.

Create contact
Creates a new contact.

Update contact
Updates an existing contact.

Create company
Creates a new company.

Update company
Updates an existing company.

Create deal
Creates a new deal.

Update deal
Updates an existing deal.

Call init
When a call start.

Call hangup
When the call hangup.

Create callback
When the caller create a new callback request.

Plutio Notification
Triggers when an event performs on plutio.

Create Person
Create a new person.

Create Person with Custom Fields
Create a new person with custom fields.

Update Person
Update an existing person detail.

Create Person without Company
Create a new person without company details.

Update Person with Custom Fields
Updates a new person with custom fields.

Create Person without Company with Custom Fields
Create a new person without company details with custom fields.

Create Company
Create a new company

Create Company with Custom Fields
Create a new company with custom fields.

Create Company without person
Create a new company

Create Company without Person with Custom Fields
Create a new person without company details with custom fields.

Get Custom Fields
Retrieve all the custom field of selected type.

Create Contract
Create a new contract.

Update Contract Status
Update an existing contract status.

Create Contract by Template
Create a new contract by template.

Create Invoice
Create a new invoice.

Create Invoice Item
Create an item for a specific invoice.

Create Invoice Item (with Line Items)
Creates item(s) for a specific invoice with line items.

Create Person Conversation
Create a new conversation for person.

Create Conversation Comment
Create a new comment in a conversation.

Update Conversation Comment
Update an existing comment in conversation.

Create Project
Create a new project.

Create Proposal
Create a new proposal.

Create Proposal Item (with Line Items)
Creates item(s) for a specific proposal with line items.

Enable Proposal Item Summary
Enable item(s) summary of specific proposal.

Create Task
Creates a new task.

Create Task by Template
Create a new task by the template.

Create Task Board
Create a new task board.

Create Task Board by template
Create a new task board.

Move Task
Move a task to the task group.

Get Task
Get a specific task.

Create Task Comment
Create a new task comment.

Create Task Group
Create a new task group.

Get Invoice
Gets a specific invoice.

Get Templates
Get all templates.

Create File Comment
Create a new file comment.

Create Project without contributors
Create a new project.

Create Task Group by template
Create a new task group.

Create Task without dates
Create a new task without start and enddate

Search any field in company
Search a person by email.

Search Anything
Search all module with specific field.

Search Person
Search a person by email.

Update a Task to completed (or not completed)
Update an existing task without startdate and duedate

Update a Task without dates
Update an existing task without startdate and duedate

Update Company with a person
Update company

Update Project
Update a project with followers and clients.

Update Proposal Status
Update the status of a proposal.

Custom API Request (Get)
Add your custom API endpoint to process your API request.

Custom API Request (Post)
Add your custom API endpoint and raw JSON data to process your API request.

Custom API Request (Put)
Add your custom API endpoint and raw JSON data to process your API request.

Get Invoice Blocks
Get invoice all blocks by invoice ID.

Create Invoice with Template
Create a new invoice with template.

Create a Note
Creates a note in company and person.

Search Person by Id
Search a person by id.

Search Project by name
Search a project by name.

Create Project Conversation
Create a new conversation for project.

Update a Task
Updates an existing task.

Create task (Coming soon)
Creates a new task.

Create contact (Coming soon)
Creates a new contact.

Create company (Coming soon)
Creates a new company.

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