Plutio + Airtable Integration (2026)

Plutio manages your projects, clients, and invoices, and Airtable turns that data into custom dashboards, revenue charts, and portfolio galleries that update automatically as you work.

Connect Plutio to Airtable through Zapier (an automation tool that links apps together) and your business data flows automatically between both platforms. Build Kanban boards showing all active work across clients, calendars with every deadline on one screen, revenue breakdowns by client or month, or visual portfolios you can share with prospects.

Freelancers and agencies use the Plutio-Airtable connection to make smarter decisions: spotting their best clients, forecasting revenue trends, and sharing progress with stakeholders. You stop exporting data manually and updating spreadsheets because the dashboards pull live data from Plutio automatically.

Last updated January 2026

Plutio

Airtable

Auto-sync data

Via Zapier

10 min setup

What is Airtable

Airtable is a database tool that looks like a spreadsheet but lets you create custom views (Kanban boards, calendars, galleries, Gantt charts) from the same data. Freelancers and agencies use Airtable for dashboards, reporting, and visualizing business data in ways spreadsheets can't handle.

TLDR (summary)

Plutio manages your client work, including proposals, contracts, projects, and invoices. Airtable extends Plutio with visual reporting by letting you build dashboards, charts, calendars, and galleries from your business data. Together, you get a connected workspace where data flows automatically and you see revenue trends, client patterns, and project status without manual updates.

All three tools have free tiers. You can test the full workflow without spending anything. Most freelancers stay on free plans for 1-2 years before hitting limits.

Connecting Plutio to Airtable through Zapier takes about 10 minutes and requires no coding. You pick what data flows from Plutio to Airtable, map the fields, and activate the connection. After that, every new project or invoice appears in Airtable automatically.

Popular automations

What you can sync from Plutio to Airtable

Every time you create a project, send an invoice, or add a client in Plutio, the project details, invoice amounts, and client information flow automatically to Airtable. You stop exporting data, copying between apps, and manually updating spreadsheets.

Projects to Dashboard

New projects appear in Airtable with client name, deadline, budget, and status, so you can build Kanban boards, calendars, or pipeline views that show all active work across clients.

Invoices to Revenue tracker

Track every invoice by client, month, or project type, and use Airtable formulas to see which clients pay fastest and forecast your cash flow based on outstanding invoices.

Clients to CRM

Build a client database with contact details, project history, and lifetime value so you can identify your most profitable relationships and prioritize accordingly.

Tasks to Timeline

See all deadlines across clients on one screen, which lets you spot scheduling conflicts before they become problems and move tasks around to avoid overloading specific weeks.

Time entries to Utilization report

Track how many hours you spend on each client or project type, then calculate your effective hourly rate by dividing invoice totals by hours worked.

Payments to Cash flow tracker

See when payments arrive, spot late payers, and forecast upcoming income based on outstanding invoices and historical payment patterns.

How do I build a client dashboard in Airtable?

Create an automated workflow in Zapier that sends new Plutio projects to Airtable, then use Airtable's views to see your work from different angles.

Once projects sync to Airtable, you can switch between views instantly to see the same data organized differently depending on what question you're answering. Kanban view shows work moving through stages: pitched, in progress, delivered, and paid. Calendar view shows every deadline across all clients on one screen, so you see upcoming crunches before they surprise you. Gallery view displays project thumbnails so you can quickly scan recent work or share a visual summary with stakeholders.

The Airtable dashboard updates automatically whenever you add or change data in Plutio. When you create a project in Plutio, the project record appears in Airtable within minutes. When you mark work complete in Plutio, the Kanban card moves automatically to the next column because Zapier syncs the status change.

Your dashboard pulls live data from Plutio automatically, so you stop updating spreadsheets manually before planning sessions.

What fields should I sync for a dashboard?

Project name appears as the card or row title
Client name lets you filter or group by client
Status powers your Kanban columns
Deadline shows on calendar view
Budget or value helps you see pipeline totals

How do I track client revenue in Airtable?

Sync your Plutio invoices to Airtable, then use Airtable's built-in calculation formulas to add up totals, calculate averages, and see trends by client or month.

Every invoice you send in Plutio appears as a row in Airtable with the amount, client, date, and payment status. Airtable formulas calculate the numbers for you: total revenue this month, average invoice size, revenue per client, and days between sending an invoice and receiving payment.

You can group invoices by client to see how much each client has paid you over time, which helps you identify your most valuable relationships. Filter by date range to compare months and spot whether revenue is growing, flat, or declining. Sort by payment status to see exactly how much money clients still owe you.

Revenue tracking often reveals concentration risk. When you see 60% of income coming from 2 clients, you know to diversify before losing either one.

Useful formulas for revenue tracking

SUM(Amount) calculates total revenue in a view or group
AVERAGE(Amount) calculates average invoice size
DATETIME_DIFF(Paid Date, Invoice Date, 'days') shows how fast each client pays
Rollup fields sum all invoices per client in a linked Clients table

How do I create a portfolio in Airtable?

Sync completed projects to Airtable, add cover images, then share filtered Gallery views as portfolio pages with prospects.

Airtable's Gallery view turns your project list into a visual grid that prospects can browse without needing to understand your project management structure. Each project shows as a card with an image, title, client name, and completion date. You can filter by industry, service type, or date to create targeted portfolios for different prospects.

The sharing capability makes Airtable especially useful for portfolios. You generate a public link to any filtered view, which lets you show only e-commerce projects to one prospect and only SaaS projects to another. Prospects see a clean portfolio page without needing an Airtable account, and they only see the projects you've filtered in, not your pricing, client names, or other business data.

You can create different portfolio links for different prospects. One link shows only e-commerce work, another shows only SaaS projects. The links always show your latest completed projects because new work syncs automatically from Plutio.

Setting up a portfolio

Add an Attachment field to upload cover images or screenshots for each project
Add a Category field to tag projects by industry or service type
Create filtered views with one view per portfolio variation
Share the view by generating a public link for each filtered view

How do I connect Plutio to Airtable?

Use Zapier to connect Plutio and Airtable. Choose what event in Plutio starts the sync (like creating a new project), choose what happens in Airtable (like adding a new row), match the data columns between both apps, and activate the connection.

Zapier watches for changes in Plutio and pushes updates to Airtable. When you create a project, send an invoice, or change a status in Plutio, Zapier detects the change and creates or updates the matching row in Airtable.

Step by step

Step 1: Create your Airtable base first. Add columns for the data you want: project name, client, deadline, budget, status. Getting the structure right before connecting saves you from having to go back into Zapier and reconnect columns when you realize you forgot one.
Step 2: In Zapier, create a new automated workflow. Choose Plutio as the starting app. Pick the event: New Project, New Invoice, or Updated Project Status.
Step 3: Choose Airtable as the destination app. Pick Create Record (for new items) or Find or Create Record (to avoid duplicates when updating).
Step 4: Connect your Plutio and Airtable accounts when Zapier asks. Map each Plutio field to the matching Airtable column.
Step 5: Test the workflow with real data, then activate the connection.

Tip: Start with one workflow (like New Project to Airtable). Once that works, add more for invoices, clients, or status updates.

How much does Plutio + Airtable + Zapier cost?

Plutio, Airtable, and Zapier all have free tiers that work together. You can run the Plutio-Airtable connection without paying anything.

Airtable pricing

Airtable's free plan lets you create unlimited databases (called bases), each holding up to 1,000 rows of data. You get Grid view (spreadsheet style), Calendar view (deadline overview), Kanban view (cards in columns), Form view (data entry forms), and Gallery view (visual cards). Most freelancers don't create 1,000 projects for years, so the free tier covers you until your business grows significantly.

If you hit the 1,000 row limit or want Gantt chart views, Airtable's paid plans start at $20 per user per month.

Zapier pricing

Zapier's free plan includes 100 workflow runs per month with 15-minute check intervals. A "run" happens each time data syncs. Creating 10 projects plus 10 invoices in a month uses 20 runs.

If you need faster syncing or more runs, paid plans start at $29.99 per month for 750 runs and 2-minute intervals.

Plutio pricing

Plutio offers a 14-day free trial with access to all features. After that, Solo plan costs $19 per month. Studio plan for teams costs $39 per month.

Bottom line: Test everything free. Upgrade individual tools only when you hit their specific limits.

What if my Airtable sync breaks?

Check Zapier's task history first because the history log shows exactly which sync failed and why.

Most sync problems come from field mismatches. Either you renamed an Airtable column, or a required field in Airtable is empty. Zapier's error messages name the exact field that caused the failure.

Common issues and fixes

Duplicate records appearing: Switch from "Create Record" to "Find or Create Record" in your Zapier workflow. The "Find or Create Record" action searches for existing records before creating new ones.
Missing data: Check that all Airtable columns exist and field mapping is correct. If you renamed a column in Airtable, update the Zapier workflow to match.
Sync seems slow: Free Zapier checks every 15 minutes. If you need faster syncing, upgrade to a paid plan for 1-2 minute intervals.
Workflow turned off: The workflow usually turns off after repeated errors. Check the error log to find what's failing, fix the problem (usually a renamed column or missing field), then manually reactivate the workflow.

Disconnecting Zapier doesn't delete your Airtable data. Everything already synced stays there. You can reconnect anytime and syncing resumes.

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Airtable integration questions

Does Plutio integrate with Airtable directly?

Plutio connects to Airtable through Zapier, not directly. Zapier acts as a bridge that passes data between the two apps. Using Zapier gives you control over exactly which fields sync and lets you add conditions like "only sync projects over $1,000" or "only sync paid invoices."

Is the Plutio Airtable integration free?

Yes, you can use all three tools for free. Airtable Free includes 1,000 records per base. Zapier Free allows 100 task runs per month. Plutio offers a 14-day free trial with full features. Most freelancers stay on free tiers for 1-2 years before hitting limits.

How long does it take for Plutio data to appear in Airtable?

Sync speed depends on your Zapier plan. Free plan checks every 15 minutes. Starter plan checks every 2 minutes. Professional plan checks every 1 minute. Data appears in Airtable within that time window after you create the data in Plutio.

What data can I sync from Plutio to Airtable?

You can sync projects, clients, contacts, invoices, payments, tasks, time entries, and status changes from Plutio to Airtable. Create one Zapier workflow per data type. Most freelancers start with projects and add invoices later.

How do I connect Plutio to Airtable step by step?

Step 1: Create your Airtable base with columns for the data you want. Step 2: In Zapier, create a new workflow and choose Plutio as the starting app. Step 3: Choose Airtable as the destination app and select "Create Record." Step 4: Connect both accounts and map your fields. Step 5: Test and activate your workflow. Setup takes about 10 minutes.

Can I avoid duplicate records when syncing Plutio to Airtable?

Yes. Use Zapier's "Find or Create Record" action instead of "Create Record." The Find or Create action searches Airtable first and updates the existing record if Zapier finds a match. Set the search to look for project name or a unique ID field.

Do I need coding skills to connect Plutio and Airtable?

No coding required. Zapier uses dropdown menus for workflow steps. Airtable views are drag-and-drop. The entire integration is point-and-click and takes about 10 minutes to set up.

Can I create revenue reports in Airtable from Plutio invoices?

Yes. Sync your Plutio invoices to Airtable, then use Airtable formulas like SUM, AVERAGE, and DATETIME_DIFF to calculate total revenue, average invoice size, revenue per client, and payment speed. Group by client or month for visual reports.

Can I share Airtable dashboards with my clients?

Yes. Airtable lets you create shareable links for any view. Clients see a read-only version without needing an Airtable account. Filter the view first so each client only sees their own projects and data.

What Airtable views work best for Plutio data?

Grid view works like a spreadsheet for detailed data. Kanban view shows projects as cards in status columns. Calendar view displays deadlines across all clients. Gallery view creates visual portfolios with project images. You can switch between views anytime because Airtable shows the same data from different perspectives.

How much does Plutio, Airtable, and Zapier cost together?

All three have free tiers. Airtable Free: 1,000 records per base. Zapier Free: 100 runs per month. Plutio: 14-day free trial, then $19/month for Solo plan. Paid Airtable starts at $20/user/month. Paid Zapier starts at $29.99/month. Start free and upgrade only when you hit limits.

What happens to my Airtable data if I disconnect Zapier?

Your Airtable data stays permanently. Disconnecting Zapier only stops new data from syncing. Everything already in Airtable remains untouched. Reconnect anytime and syncing resumes automatically.

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