Plutio + Monday.com Integration (2026)

Plutio handles your proposals, contracts, and invoices. Monday.com handles your team's project boards. Connect them through Zapier and new Plutio projects create Monday items automatically. Your sales pipeline feeds directly into your delivery workflow.

When a client signs a proposal in Plutio, Zapier creates an item in Monday with the project name, deadline, and budget. Your team sees the new work without anyone manually copying details between apps.

Monday.com requires a Standard plan ($12/seat/month) or higher to use integrations. Plutio includes the Zapier connection free on all plans.

Note: Plutio also integrates with Asana and Trello. Last updated January 2026.

Plutio

Monday.com

Sync tasks

Via Zapier

10 min setup

What is Monday.com

Monday.com is a project management platform where teams organize work on visual boards. You create items (tasks), assign them to people, set deadlines, and track progress through customizable columns. Over 225,000 companies use Monday for team coordination, including agencies that manage client projects across multiple boards.

TLDR (summary)

Plutio manages the client-facing side: proposals, contracts, invoices, and client portals. Monday.com manages the team-facing side: task boards, assignments, and progress tracking. Connect them through Zapier and project data flows from Plutio to Monday automatically when proposals get signed or projects get created.

Key facts: Zapier connection (not native), Monday Standard plan ($12/seat/month) required for integrations, Zapier free tier allows 100 runs/month, setup takes about 10 minutes, Plutio side is free on all plans.

The connection is one-way: Plutio to Monday. When something happens in Plutio (new project, signed proposal, paid invoice), Zapier creates or updates items in Monday. Changes in Monday don't sync back to Plutio.

Monday Integration

What you can sync from Plutio to Monday

Every time you create a project, sign a proposal, or add a client in Plutio, that data can flow to Monday.com automatically. Your team sees new work appear on their boards without anyone copying details manually.

Projects to Monday items

When you create a project in Plutio, Zapier creates an item in Monday with the project name, client, deadline, and budget. Your team's project board stays current without manual updates.

Signed proposals to delivery boards

When a client signs a proposal, Zapier creates a Monday item with the scope, timeline, and value. The work moves from sales to delivery automatically.

Clients to Monday contacts

New Plutio contacts can create Monday items in a CRM board. Keep client details synced across both platforms without double-entry.

Paid invoices to finance boards

When invoices get paid in Plutio, Zapier can update Monday items or create records in a revenue tracking board. Your finance visibility stays current.

Tasks to subitems

Plutio task completion can update Monday subitems or move items between groups. Track deliverable progress across both platforms.

Time entries to tracking boards

Logged hours in Plutio can create Monday items for time tracking. See where team hours go without switching apps.

How do agencies use Plutio + Monday together?

Agencies use Plutio for client relationships and Monday for team coordination. The two platforms serve different audiences with different needs.

Plutio handles what clients see: proposals with pricing, contracts with signatures, invoices with payment buttons, and portals where clients track progress. Monday handles what the team sees: task boards, workload views, and timeline planning.

The connection bridges these two worlds. When a client signs a proposal in Plutio, the project appears in Monday for the team to staff and schedule. The client never sees your Monday boards, and your team doesn't need Plutio access to see their assignments.

The split makes sense for agencies: Plutio is the client-facing storefront, Monday is the internal workshop. Data flows from client decisions to team action automatically.

Typical agency workflow

Sales: Send proposals and contracts through Plutio's client portal
Handoff: Signed proposal creates Monday item automatically via Zapier
Delivery: Team works in Monday with boards, timelines, and assignments
Billing: Create invoices in Plutio when milestones complete
Reporting: Paid invoices update Monday for revenue tracking

How do I connect Plutio to Monday.com?

You connect Plutio to Monday through Zapier. The setup takes about 10 minutes and doesn't need any coding.

Zapier acts as the bridge between the two apps. You pick a starting event in Plutio (like "proposal signed"), then pick an action in Monday (like "create item"). Zapier handles the data transfer every time that event happens.

Monday.com requires a Standard plan or higher to use integrations. The Basic and Free plans don't support Zapier connections. Plutio includes Zapier on all plans.

Before starting: Confirm your Monday workspace is on Standard ($12/seat/month) or higher. Basic and Free plans block integrations entirely.

Step by step

Step 1: Create a Zapier account at zapier.com (free tier works for testing)
Step 2: Click "Create Zap" and search for Plutio as the starting event app
Step 3: Choose your starting event (New Project, Proposal Signed, Invoice Paid, etc.)
Step 4: Connect your Plutio account when prompted
Step 5: Search for Monday.com as the action app
Step 6: Choose "Create Item" and connect your Monday account
Step 7: Map Plutio fields to Monday columns (project name to item name, deadline to date column, etc.)
Step 8: Test the automation with real data, then turn it on

How much does Monday.com cost?

Monday.com pricing starts at $9/seat/month, but you need the Standard plan ($12/seat/month) to use integrations like Zapier.

Monday has five plans: Free (2 users max), Basic ($9/seat), Standard ($12/seat), Pro ($19/seat), and Enterprise (custom). Plans start at a minimum of 3 seats for paid tiers.

The Free and Basic plans don't support integrations. If you want to connect Monday to Plutio through Zapier, you need Standard or higher. This is a Monday limitation, not a Plutio or Zapier one.

Monday pricing (January 2026, billed annually): Free $0 (2 users), Basic $9/seat, Standard $12/seat (integrations start here), Pro $19/seat, Enterprise custom. Minimum 3 seats on paid plans.

What each plan includes

Free: 2 users max, 3 boards, no integrations
Basic ($9/seat): Unlimited boards, 5GB storage, no integrations
Standard ($12/seat): 250 automation actions/month, 250 integration actions/month, timeline view
Pro ($19/seat): 25,000 automation actions/month, time tracking, formula columns
Enterprise: 250,000 actions/month, advanced security, custom pricing

Should I use Monday, Asana, or Trello with Plutio?

All three connect to Plutio through Zapier. Pick the one your team already uses or prefers.

Monday.com works best for teams that want highly customizable boards with different column types (status, people, dates, numbers, formulas). You can build almost any workflow by mixing columns.

Asana works best for teams that want structured projects with sections, milestones, and portfolios. Asana has stronger project templates and reporting.

Trello works best for teams that want simple Kanban boards with minimal setup. Trello is the easiest to learn but has fewer features.

If your team already uses one of these, stick with it. The Plutio connection works the same way through Zapier for all three. Switching project management tools is painful and rarely worth it.

Quick comparison

Monday: Most customizable boards, $12/seat for integrations, visual timeline views
Asana: Best for structured projects, free tier includes integrations, strong reporting
Trello: Simplest Kanban boards, free tier includes integrations, easiest to learn

What are the limitations of this integration?

The Plutio-Monday connection through Zapier is one-way: data flows from Plutio to Monday, not back.

When you create a project in Plutio, Zapier can create an item in Monday. But when someone updates that Monday item, the changes don't sync back to Plutio. The two systems stay separate after the initial sync.

This means you manage client-facing data in Plutio (proposals, invoices, client communication) and team-facing data in Monday (assignments, progress, timelines). Updates in one don't automatically appear in the other.

For most agencies, one-way sync is fine. Clients work in Plutio, team works in Monday. The systems don't need to mirror each other because they serve different purposes.

What doesn't sync

Monday → Plutio: Status changes, assignments, and timeline updates in Monday don't flow back
Attachments: Files attached in Plutio don't transfer to Monday items
Comments: Updates and discussions stay in their respective platforms
Real-time sync: Zapier checks periodically (every 1-15 minutes depending on plan), not instantly

What if my Monday sync stops working?

Most sync issues come from expired authentication, exceeded limits, or Monday plan downgrades. All are fixable in a few minutes.

Zapier shows all automation runs in your Task History. Check there first to see if runs are failing and why. The error messages usually point directly at the problem.

The most common issue is running out of Zapier tasks on the free plan (100/month). The second most common is Monday downgrading below Standard, which disables integrations entirely.

Quick fix checklist: Check Zapier Task History for errors, verify Monday is on Standard+ plan, reconnect both accounts if you see authentication errors, check you haven't exceeded monthly Zapier limits.

Common issues

Authentication expired: Reconnect Plutio and Monday in Zapier settings
Monday plan downgraded: Upgrade to Standard or higher to restore integrations
Zapier task limit: Upgrade Zapier plan or wait for monthly reset
Board deleted: Update your Zap to point at a new board
Column removed: Remap fields in Zapier if Monday columns change

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Monday.com integration questions

Does Plutio integrate with Monday.com directly?

No. The connection goes through Zapier. You create automated workflows in Zapier that move data from Plutio to Monday when specific events happen.

Which Monday.com plan do I need for integrations?

Standard ($12/seat/month) or higher. The Free and Basic plans don't support integrations. This is a Monday limitation, not Plutio or Zapier.

Is the Zapier connection free?

Zapier has a free tier with 100 automation runs per month. Plutio includes Zapier connections free on all plans. You only pay Monday for their Standard+ plan.

How quickly does data sync from Plutio to Monday?

Zapier checks for new events every 1-15 minutes depending on your plan. Free plan checks every 15 minutes. Paid plans check more frequently, down to 1 minute on Professional.

Can Monday.com changes sync back to Plutio?

No. The integration is one-way: Plutio to Monday. Changes you make in Monday don't flow back to Plutio automatically.

What Plutio events can start a Monday automation?

New project created, proposal signed, invoice created, invoice paid, new contact added, task completed, and time entry logged. Each event includes full record details.

What can Zapier create in Monday.com?

Items, subitems, boards, and groups. Zapier can also update existing items, move items between groups, and change column values.

Do I need coding skills to set this up?

No. Zapier uses a visual interface where you pick starting events and actions from dropdown menus. The whole setup takes about 10 minutes with no code.

Can I map Plutio fields to custom Monday columns?

Yes. During Zapier setup, you map which Plutio data goes to which Monday column. Project name to item title, deadline to date column, budget to numbers column, etc.

What happens if I exceed Zapier's free tier?

Automations pause until your monthly limit resets or you upgrade. Zapier notifies you when you're approaching the limit. Paid plans start at $19.99/month for 750 runs.

Can I use this with Monday CRM instead of Work Management?

Yes. The Zapier connection works with Monday CRM boards the same way. Create leads or deals in Monday CRM when events happen in Plutio.

How do I fix a broken sync?

Check Zapier Task History for error messages. Most issues are expired authentication (reconnect accounts) or exceeded limits (upgrade or wait for reset).

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