Start Managing Your Entire Business On Plutio With a Little Help From Integromat
Plutio users, do more with Plutio on Integromat
There are a lot of online solutions out there that are vital to managing and growing a business. Whether you’re a B2B or B2C, you want to make sure your brand is on point, that your teams are on top of their projects and timelines, that your sales team is keeping track of their leads, and that invoices are being looked after. This requires quite the tech stack, which can create a complicated way of running a business. But what if there is a way to manage most of it on one platform? Plutio is one of the closest available.
For those new to Plutio, it offers everything in terms of business management tools. This includes branding, time-tracking, management of projects, invoices, proposals, and calendars, and also acts as a CRM. It allows you to work on one customizable platform so you can manage your business in one place. Pretty cool.
And we at Integromat have just added Plutio to our list of Apps, which allows you to do even more with the all-in-one business solution. Whether it’s automating a simple task in Plutio or integrating Plutio to complete any of your more complex workflows, the new integration will allow you to totally extend the Plutio API and officially become your total business solution.
The Plutio Integration on Integromat
Before you scrap every other tool you use, face it, you still love to play with all sorts of apps. With Plutio’s addition to Integromat, it makes it easy to play well with those too.
Now, you can connect your Plutio account to almost ANY online service, making pretty much any task involving your business on Plutio automatable. And, with the ability to build multi-step integrations, complex integrations are easily accomplished as well.
Our Plutio listing provides several modules (triggers, actions, and searches) that you can use to build your automated scenarios.
For example, users can easily watch for things to happen in Plutio and send the events to another online service automatically. These triggers trigger events based on selected Plutio webhooks.
You can also use Integromat to automatically do something in Plutio with our actions. This includes creating, updating, and copying tasks, task groups, task boards, projects, persons, proposals, and invoices.
Or you can pull information from Plutio to use for other purposes. These are our searches.
Wondering what this looks like? Here are a few ready-made templates that have been helpful to other Plutio users that you can start using now!
Scenarios
TASK CREATION
Do you have your list of to-dos in another app? Or, do you want to create fresh ones from your communication channels? Try these templates to make your task management automatic.
Create a task in Plutio when you receive an email.
Are you using Plutio as a CRM? Every time you hear a response from a customer or client via email which requires a follow-up, Integromat will automatically add this as a task in Plutio, so you don’t miss it!
Create Plutio tasks from new Google Tasks tasks
Do you have a running to-do list on Google Tasks? Use this template to automatically add these to Plutio.
Clone an entire Trello board and copy into Plutio
Let’s say you are wanting to move your entire work from another app to Plutio, or just share it with Plutio. With this template, you can automatically clone your Boards from Trello and add them as a new project with lists and tasks in them.
SCHEDULING
Add new calendar events to Plutio as tasks
Do you have an upcoming event in your calendar and want to add it to Plutio? Every time a new event is created in your calendar, Integromat will automatically create a new task in Plutio.
INVOICE MANAGEMENT
Create an Invoice from a Plutio Invoice
Creating an invoice in Plutio keeps all your online payments in one place, but you may also need it in your accounting software to accomplish other tasks. Every time an invoice is created in Plutio, Integromat will create an invoice in Xero.
Managing most of your business on one platform helps to give a more concentrated look into what is going on in your business, making it less complicated to manage. However, there are some things we can not give up, or should, and for that there is Integromat.
Please note, all of these templates can be built off of or changed to fit your needs. Let us know what other Plutio integrations you are searching for, and we will try and create them for you!
Thank you to Leo of Plutio for his contribution.
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