Plutio - Automate your work and be more productive with Integromat integration
Product update

Automate your work and be more productive with Integromat integration

July 13, 2019

Integromat is an automation platform that allows you to connect apps together and create automated scenarios between them.

For example; here's a scenario that is triggered when someone fills a Google form, it creates a task in Plutio and then sends an email using a gmail account.

You can just about create any automated workflow you can think of, using a powerful yet intuitive drag and drop editor. And if you don't want to start from scratch you can pick from hundreds of ready made templates.

💡 Follow this step by step guide to connect Integromat to your Plutio account and start creating automated scenarios.

 

Most popular and ready to use templates:

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!

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!
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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.

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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.

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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.

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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.

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