Plutio + Zapier Integration (2026): 5,000+ Apps

Connect Plutio to 5,000+ apps with Zapier and eliminate the manual data entry that eats hours of your week. Zapier is an automation platform that links apps together, so when something happens in one app (like a client signing a proposal in Plutio), the platform can automatically perform actions in other apps (like adding a row to your Google Sheet, sending a Slack message to your team, or creating a deal in your CRM).

No coding required, and most automations take under 5 minutes to set up. Zapier has a free tier that includes 100 automation runs per month and up to 5 active workflows, which covers most freelancers. Plutio includes the Zapier integration free on all plans.

Last updated January 2026

Plutio

Zapier

5000+ apps

Automation

10 min setup

What is Zapier?

Zapier is an automation platform that connects 5,000+ web applications without requiring any code. You create automated workflows that follow a simple pattern: when something happens in one app (called the "starting event"), Zapier performs actions in other apps automatically. Freelancers and small businesses use Zapier to eliminate repetitive data entry, keep information synchronized across tools, and never miss follow-ups. Zapier offers a free tier (100 runs/month), Starter ($19.99/month), and Professional ($49/month) plans.

TLDR: Plutio + Zapier

Plutio connects to Zapier with starting events (events in Plutio that begin automations) and actions (things Zapier can create in Plutio). Available starting events include: new contact, invoice paid, proposal signed, task completed, and time entry logged.

Key facts: connects to 5,000+ apps, Zapier free tier covers 100 runs/month, setup takes 5 minutes per automation, most popular automations are form→contact, invoice paid→Slack, proposal signed→Google Drive, free on all Plutio plans.

Automate lead capture, payment tracking, and client onboarding without code.

Zapier Integration

Popular automation use cases

Automate repetitive admin tasks and keep your systems in sync. Freelancers and agencies use Zapier to connect Plutio with their other tools, eliminating manual data entry and ensuring nothing falls through the cracks.

Lead capture automation

When someone fills out your website contact form (Typeform, Google Forms, etc.), Zapier creates a contact in Plutio, adds them to your Google Sheet for tracking, and sends you a Slack notification. Leads are organized before you even see the submission.

Payment tracking

When an invoice is paid in Plutio, Zapier adds a row to your financial spreadsheet, sends a thank-you email to the client, and posts a notification to your #revenue Slack channel. Your books stay current and clients feel appreciated.

Client onboarding

When a proposal is signed, Zapier creates a Google Drive folder with the client's name, adds a row to your deals spreadsheet, and creates follow-up tasks. New clients start with organized file structure automatically.

Form submission: Create contact + log to spreadsheet + notify via Slack
Invoice paid: Update spreadsheet + send thank-you + notify team
Proposal signed: Create folder + update CRM + assign tasks
New contact: Add to email marketing list + create CRM record

How does the Zapier integration work?

Zapier connects Plutio to other apps using a simple "when X happens, do Y" model. No coding required.

Starting events and actions

A starting event is something that happens in one app (like a new invoice being created in Plutio). An action is what happens automatically in another app as a result (like adding a row to your Google Sheet).

Example automation

"When a proposal is signed in Plutio (starting event), add a row to my Deals spreadsheet in Google Sheets (action 1), send a message to my #sales Slack channel (action 2), and create a Google Drive folder with the client's name (action 3)."

All three actions fire automatically the moment the proposal is signed, with zero manual effort.

Multi-step workflows

You can chain multiple actions from a single starting event. After the proposal is signed: update the spreadsheet, then send the Slack message, then create the folder, then add to Mailchimp. Zapier executes them in sequence automatically.

How to set up your first automation

Setting up your first Plutio-Zapier automation takes about 5 minutes. Here's the step-by-step process:

Step-by-step setup

Create a Zapier account at zapier.com (free tier includes 100 runs/month)
Click "Create" and search for Plutio as the starting event app
Choose a starting event like "Invoice Paid" or "Proposal Signed"
Connect your Plutio account when prompted (one-time authorization)
Choose an action app like Google Sheets, Slack, or Gmail
Configure the action by mapping Plutio data to the action fields
Test the automation with real data
Turn it on and let it run

Once activated, the automation runs in the background. You don't need to keep Zapier open or do anything manually.

What Plutio events and actions are available?

Plutio supports a range of starting events and actions in Zapier. Each event includes the full record data, so you can use any field in your automations.

Plutio starting events

New Contact Created: Fires when any contact is added
New Project Created: Fires when a project is created
Invoice Paid: Fires when an invoice is marked paid
Proposal Signed: Fires when a client signs a proposal
Task Completed: Fires when a task is marked complete
Time Entry Logged: Fires when time is tracked

Plutio actions

Create Contact: Add a new contact to Plutio
Create Project: Create a project with details
Create Task: Add a task to a project
Create Invoice: Generate an invoice for a client
Log Time: Record a time entry

What does Zapier cost?

Zapier offers a free tier that covers most freelancers. Plutio includes the Zapier integration free on all plans - you only pay Zapier if you exceed the free tier.

Zapier pricing tiers

Free: 100 runs/month, 5 workflows, single-step only, 15-minute checking
Starter ($19.99/month): 750 runs/month, 20 workflows, multi-step, 15-minute checking
Professional ($49/month): 2,000 runs/month, unlimited workflows, 2-minute checking

What counts as a "run"?

An automation run (Zapier calls it a "task") is each time a workflow runs successfully. If 10 clients pay invoices and you have a "notify on payment" workflow, that's 10 runs.

Most freelancers stay within the free tier of 100 runs/month, especially when starting out.

What apps can I connect to Plutio?

Zapier connects to 5,000+ apps. Here are the most popular among Plutio users:

Communication

Slack: Get notifications when invoices are paid or proposals signed
Gmail: Send automated emails when Plutio events occur
Microsoft Teams: Post updates to team channels

Spreadsheets and data

Google Sheets: Log contacts, payments, and projects to spreadsheets
Airtable: Sync Plutio data to Airtable bases
Notion: Create Notion pages for new projects or clients

CRM and marketing

HubSpot: Sync contacts and deals between systems
Mailchimp: Add clients to email lists automatically
ConvertKit: Start email sequences when proposals are signed

Forms

Typeform: Create Plutio contacts from form submissions
Google Forms: Capture leads and create contacts
Calendly: Create contacts when meetings are booked

Troubleshooting common issues

Zapier has a Task History section that shows every automation run, including failures. Here's how to fix common problems:

"Authentication expired" error

You need to reconnect Plutio in Zapier. Go to Zapier → My Apps → Plutio → Reconnect. Re-authorize with your Plutio credentials.

"Missing required field" error

The Plutio record didn't have all the data the action needed. Check that your Plutio forms or records include all required fields.

Automation not running

Check that the workflow is turned on (not paused) in your Zapier dashboard. Also verify you haven't exceeded your monthly run limit.

Slow automation

On the free Zapier plan, events are checked every 15 minutes. For faster execution, paid plans offer 5-minute or 2-minute checking.

Failed runs can be replayed after fixing the issue - no data is permanently lost.

All integrations included free

Connect Stripe, PayPal, QuickBooks, Google Calendar, Slack, Zoom, and Zapier at no extra cost.

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Zapier integration questions

Is the Plutio + Zapier integration free to use?

Plutio includes the Zapier integration free on all plans. Zapier itself has a free tier that includes 100 automation runs per month and up to 5 active workflows. Paid Zapier plans start at $19.99/month for higher limits.

What Plutio events can start a Zapier automation?

Available starting events: new contact created, new project created, invoice created, invoice sent, invoice paid, proposal signed, task created, task completed, and time entry logged. Each event includes the full record data.

What actions can Zapier perform in Plutio?

Zapier can create contacts, create projects, create tasks, create invoices, and log time entries in Plutio based on events in other apps.

How quickly do Zapier automations run?

Some events fire instantly. Others are checked periodically - every 15 minutes on the free plan, every 5 minutes on Starter, and every 2 minutes on Professional.

Can I connect Plutio to apps not in Zapier's directory?

Plutio also offers a REST API and webhooks for custom integrations. Your developer can build direct connections to any system that can make HTTP requests.

What is the difference between a workflow and an automation run?

A workflow is an automation you create. An automation run (or "task") is each time that workflow runs successfully. Zapier pricing is based on runs per month, not workflows.

Can I build multi-step automations?

Yes. Multi-step automations let you chain multiple actions from a single starting event. Multi-step workflows require a paid Zapier plan (Starter or higher).

How do I troubleshoot an automation that stopped working?

Check Zapier's Task History for error details. Common issues: expired authentication (reconnect the app), missing required fields, or workflow paused. Plutio support can also help at help@plutio.com.

Will Zapier automations slow down Plutio?

No. Zapier runs asynchronously in the background. Your Plutio workspace remains fast regardless of how many automations you have connected.

What are the most popular automations?

Most popular: (1) form submission creates Plutio contact, (2) invoice paid sends Slack notification, (3) proposal signed creates Google Drive folder, (4) new contact added to Mailchimp.

Can I sync Plutio with HubSpot or Salesforce?

Yes. Zapier supports both. You can sync contacts, update deal stages, and keep both systems current without manual data entry.

How do I disconnect Zapier from Plutio?

Go to your Zapier dashboard → My Apps → Plutio → Disconnect. This revokes access immediately. Any automations using Plutio will stop working.

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