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Plutio

The Plutio modules allow you to monitor, create, update, and copy tasks, persons, projects, proposals, task boards, task groups, blocks, and invoices in your Plutio account.

• See the Plutio v2 change log

Prerequisites

• A Plutio account

In order to use Plutio with Ibexa Connect, it is necessary to have a Plutio account. If you do not have one, you can create a Plutio account at app.plutio.com/signup.

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting Plutio to Ibexa Connect

To connect your Plutio account to Ibexa Connect, you need to obtain the Client ID, Client Secret, and Business subdomain from your Plutio account, and insert them in the Create a connection dialog in the Ibexa Connect module.

1. Log in to your Plutio account.

2. Click Settings > API Manager.

3. Click the Create a connection button.

4. Enter the title for your connection, and click Create.

5. Copy the Client ID and Client Secret to a safe place.

6. Go to Ibexa Connect, and open the Plutio module's Create a connection dialog.

7. In the Connection name field, enter a name for the connection.

8. In the Client ID and Client Secret field, enter the client ID and client secret details copied in step 5.

9. In the Business Domain field, enter your account's domain name. For example, if your Plutio's account URL address is https://your-company.plutio.com, then your domain is your-company. Click Continue.

The connection has been established.

Projects

Watch Projects

Watches for projects.

Limit	Set the maximum number of projects Ibexa Connect should return during one scenario execution cycle.

Search Projects

Searches for projects.

Name	Enter the name of the project whose details you want to search for.
Template ID	Select the Template ID of the project you want to search.
Currency	Select the currency to search the projects applicable to the specified currency.
Color	Select the color of the project you are searching for.
Limit	Set the maximum number of projects Ibexa Connect should return during one scenario execution cycle.

Get a Project

Returns a specified project.

Project ID	Select the Project ID whose details you want to retrieve.

Create a Project

Creates a new project.

Name	Enter the name for the new project.
Template ID	Select the Template ID you want to apply for the project.
Status	Select the project's status: Canceled In Progress Pending Completed New Delayed
Billing Rate	Enter the billing price of the project.
Currency	Select the currency applicable to the project.
Color	Select the color applied to the project.
Contributor IDs	Select contributors for the project.
Clients	Add the clients for the project.
Template	Select the template you want to apply to the project.
Custom fields	Add custom fields and their values.
Project Input	Enter the custom field name of the project.
Project Dropdown Select	Select the value options for the project.
Project Dropdown Multi	Select the value options for the project.
Project Multiselect	Select the value options for the project.
Project Date	Enter the date on which the project begins.
Project Datetime	Enter the time at which the project begins.
Project Multiselect2	Select the value options for the project.
Description HTML	Enter the project details in HTML format.
Plain Description	Enter the project details in plain text format.
Due Date	Enter the date on which the project ends. Consult the list of supported data formats.
Start Date	Enter the date on which the project begins. Consult the list of supported data formats.

Update a Project

Updates a specified project.

Project ID	Select the Project ID whose details you want to update.
Name	Enter the name for the new project.
Template ID	Select the Template ID you want to apply for the project.
Status	Select the project's status: Canceled In Progress Pending Completed New Delayed
Billing Rate	Enter the billing price of the project.
Currency	Select the currency applicable to the project.
Color	Select the color applied to the project.
Contributor IDs	Select contributors for the project.
Clients	Add the clients for the project.
Template	Select the template you want to apply to the project.
Custom fields	Add custom fields and their values.
Project Input	Enter the custom field name of the project.
Project Dropdown Select	Select the value options for the project.
Project Dropdown Multi	Select the value options for the project.
Project Multiselect	Select the value options for the project.
Project Date	Enter the date on which the project begins.
Project Datetime	Enter the time at which the project begins.
Project Multiselect2	Select the value options for the project.
Description HTML	Enter the project details in HTML format.
Plain Description	Enter the project details in plain text format.
Due Date	Enter the date on which the project ends. Consult the list of supported data formats.
Start Date	Enter the date on which the project begins. Consult the list of supported data formats.

Delete a Project

Deletes a specified project.

Project ID	Select the Project ID you want to delete.

Proposals

Watch Proposals

Watches for proposals.

Limit	Set the maximum number of proposals Ibexa Connect should return during one scenario execution cycle.

Search Proposals

Searches for proposals.

Name	Enter the name of the proposal whose details you are searching for.
Invoice ID	Select the Invoice ID to search the proposals associated with the specified invoice.
Project ID	Select the project ID to search the proposals associated with the specified project.
Currency	Select the currency to search the proposals based on the specified currency.
Client ID	Select the Client ID to search the proposals associated with the specified client.
Status	Select the status of the proposal you are searching for. For example, In Progress.
Limit	Set the maximum number of proposals Ibexa Connect should return during one scenario execution cycle.

Get a Proposal

Returns a specified proposal.

Proposal ID	Enter the ID of the particular proposal you want to retrieve information for.

Create a Proposal

Creates a new proposal.

Enter a Client	Select the option to choose the client: Enter manually Select from list
Type	Enter the client type. For example, person, company.
Client ID	Enter the Client ID.
Name	Enter the name for the proposal. A maximum of 200 characters allowed.
Project ID	Select the Project ID for which you are creating the proposal.
Issue Date	Enter the date on which the proposal is issued. Consult the list of supported data formats.
Due Date	Enter the date on which the proposal will expire. Consult the list of supported data formats.
Discount	Enter the discount applicable.
Status	Select the status of the new proposal: Canceled Draft Accepted Paid Pending
Tax	Add tax details to the proposal: Amount Enter the tax amount. Title Enter the name of the tax. Value Enter the percentage value of the tax applicable to the proposal.
Items	Add items to the proposal: Title Enter the name of the item. Description Enter the details of the items. Quantity Enter the number of items. Tax Enter the tax amount applicable to the items. Amount Enter the item price. Discount Enter the discount amount or discount percentage on the items.
Custom Fields	Select the custom field you want to add to the proposal, and add the desired value.

Update a Proposal

Updates a specified proposal.

Proposal ID	Select the Proposal ID whose details you want to update.
Delete Block with Items	Enter whether you want to delete a block with items.
Add New Items	Add new items to the proposal: Title Enter the name of the item. Description Enter the details of the items. Quantity Enter the number of items. Tax Enter the tax amount applicable for the items. Amount Enter the item price. Discount Enter the discount amount or discount percentage on the items.
Enter a Client	Select the option to choose the client: Enter manually Select from list
Type	Enter the client type. For example, person, company.
Client ID	Enter the Client ID.
Name	Enter the name for the proposal. A maximum of 200 characters allowed.
Project ID	Select the Project ID for which you are creating the proposal.
Currency	Select the currency applicable to the proposal.
Issue Date	Enter the date on which the proposal is issued. Consult the list of supported data formats.
Due Date	Enter the date on which the proposal will expire. Consult the list of supported data formats.
Discount	Enter the discount applicable.
Status	Select the status of the new proposal: Canceled Draft Accepted Paid Pending
Tax	Add tax details to the proposal: Amount Enter the tax amount. Title Enter the name of the tax. Value Enter the percentage value of the tax applicable to the proposal.
Custom Fields	Select the custom field you want to add to the proposal, and add the desired value.

Delete a Proposal

Deletes a proposal.

Proposal ID	Select the Proposal ID you want to delete.

Invoices

Watch Invoices

Watches for invoices.

Limit	Set the maximum number of invoices Ibexa Connect should return during one scenario execution cycle.

Search Invoices

Searches for invoices.

Name	Enter the name of the invoice whose details you are searching for.
Currency	Select the currency to filter the invoices with the specified currency.
Client ID	Select the Client ID to filter the invoices associated with the specified invoice.
Discount	Enter the discount amount or percentage to filter the invoices with the specified discount.
Status	Select the status of the invoices you are searching for. For example, paid.
Limit	Set the maximum number of invoices Ibexa Connect should return during one scenario execution cycle.

Get an Invoice

Returns a specified invoice.

Invoice ID	Select the Invoice ID whose details you want to retrieve.

Create an Invoice

Creates a new invoice.

Enter a Client	Select the option to choose the client: Enter manually Select from list
Type	Enter the client type. For example, person, company.
Client ID	Enter the Client ID associated with the proposal.
Name	Enter the name for the proposal. A maximum of 200 characters allowed.
Project ID	Select the Project ID for which you are creating the proposal.
Issue Date	Enter the date on which the proposal is issued. Consult the list of supported data formats.
Due Date	Enter the date on which the proposal will expire. Consult the list of supported data formats.
Discount	Enter the discount applicable.
Status	Select the status of the new proposal: Canceled Draft Accepted Paid Pending
Tax	Add tax details to the proposal: Amount Enter the tax amount. Title Enter the name of the tax. Value Enter the percentage value of the tax applicable to the proposal.
Items	Add items to the proposal: Title Enter the name of the item. Description Enter the details of the items. Quantity Enter the number of items. Tax Enter the tax amount applicable to the items. Amount Enter the item price. Discount Enter the discount amount or discount percentage on the items.
Custom Fields	Select the custom field you want to add to the proposal, and add the desired value.

Update an Invoice

Updates a specified invoice.

Invoice ID	Select the Invoice ID whose details you want to update.
Add New Items	Add items to the proposal: Title Enter the name of the item. Description Enter the details of the items. Quantity Enter the number of items. Tax Enter the tax amount applicable to the items. Amount Enter the item price. Discount Enter the discount amount or discount percentage on the items.
Enter a Client	Select the option to choose the client: Enter manually Select from list
Type	Enter the client type. For example, person, company.
Person ID	Select the Person ID to whom you want to associate the proposal.
Company ID	Select the Company ID to which you want to associate the proposal.
Client ID	Enter the Client ID associated with the proposal.
Name	Enter the name for the proposal. A maximum of 200 characters allowed.
Currency	Select the currency applicable to the proposal.
Issue Date	Enter the date on which the proposal is issued. Consult the list of supported data formats.
Due Date	Enter the date on which the proposal will expire. Consult the list of supported data formats.
Discount	Enter the discount applicable to the proposal.
Status	Select the status of the new proposal: Canceled Draft Accepted Paid Pending
Tax	Add tax details to the proposal: Amount Enter the tax amount. Title Enter the name of the tax. Value Enter the percentage value of the tax applicable to the proposal.
Custom Fields	Select the custom field you want to add to the proposal, and add the desired value.

Delete an Invoice

Deletes a specified invoice.

Invoice ID	Select the Invoice ID you want to delete.

Task Boards

Watch Task Boards

Watches for task board.

Limit	Set the maximum number of task boards Ibexa Connect should return during one scenario execution cycle.

Search Task Board

Searches for task boards.

Title	Enter the name of the task board whose details you are searching for.
Project ID	Select the Project ID to filter the task boards associated with the specified project.
Color	Select the color to filter the task boards with the specified discount.
Limit	Set the maximum number of task boards Ibexa Connect should return during one scenario execution cycle.

Get a Task Board

Task Board ID	Select the Task Board ID whose details you want to retrieve.

Create a Task Board

Creates a new task board.

Title	Enter the name of the task board.
Project ID	Select the Project ID with which you want to associate the task board.
Color	Select the color for the task board.

Update a Task Board

Updates a task board.

Task Board ID	Select the Task Board ID whose details you want to change.
Title	Enter the name of the task board.
Color	Select the color for the task board.

Copy a Task Board

Copies a specified task board.

Task Board ID	Select the Task Board ID whose details you want to change.
Project ID	Select the Project ID to which you want to copy the task board.
Position	Select the position of the task board.

Delete a Task Board

Deletes a specified task board.

Task Board ID	Select the Task Board ID you want to delete.

Task Groups

Watch Task Groups

Watches for task groups.

Limit	Set the maximum number of task groups Ibexa Connect should return during one scenario execution cycle.

Search Task Groups

Searches for task groups.

Title	Enter the name of the task groups.
Project ID	Select the Project ID whose associated task groups you want to search.
Color	Select the color associated with the task groups.
Limit	Set the maximum number of task groups Ibexa Connect should return during one scenario execution cycle.

Get a Task Groups

Returns a specified task group.

Task Board ID	Select the Task Board ID whose details you want to retrieve.

Create a Task Group

Creates a new task group.

Title	Enter a name for the task group.
Project ID	Select the Project ID with which you want to associate the task group.
Task Board ID	Select the Task Board ID to which you want to add to the task group.
Color	Select the color for the task group.

Update a Task Group

Updates a specified task group.

Task Group ID	Select the Task Group ID whose details you want to update.
Title	Enter a name for the task group.
Color	Select the color for the task group.

Copy a Task Group

Copies a specified task group.

Task Group ID	Select the Task Group ID you want to copy.
Project ID	Select the Project ID to which you want to copy the task group.
Position	Select the position of the task group in the project.

Delete a Task Group

Deletes a specified task group.

Task Board ID	Select the Task Board ID to which you want to add to the task group.

Blocks

Search Blocks

Searches for blocks.

Entity Type	Select the entity type to filter the blocks with the specified entity type.
Block Group ID	Select the Block Group ID to filter the block of the specified block group.
Title	Enter the name to filter the blocks with the specified block name.
Limit	Set the maximum number of blocks Ibexa Connect should return during one scenario execution cycle.

Get a Block

Returns a specified block.

Mapping	Select the option to choose the block whose details you want to retrieve.
Entity Type	Select the entity type whose blocks details you want to retrieve.
Block Group ID	Select the Block Group ID whose block details you want to retrieve.
Proposal ID	Select the Proposal ID whose block details you want to retrieve.
Contract ID	Select the Contract ID whose block details you want to retrieve.
Invoice ID	Select the Invoice ID whose block details you want to retrieve.
Workspace ID	Select the Workspace ID whose block details you want to retrieve.
Workspace Entity ID	Select the Workspace Entity ID whose block details you want to retrieve.
Block ID	Select the Block ID whose details you want to retrieve.

Create a Block

Creates a new block.

Entity Type	Select the entity type for which you want to create the block: Block Group Contract Invoice Proposal Wiki Wiki Entity
Block Group ID	Select the Block Group ID in which you want to create the block.
Contract ID	Select the Block Group ID for which you want to create the block.
Invoice ID	Select the Invoice ID for which you want to create the block.
Type	Select the bock type: Items Task Terms Content Image Video HTML
Task ID	Select the Task ID for the block.
Items	Add the Items: Title Enter the name of the item. Description Enter the details of the items. Quantity Enter the number of items. Tax Enter the tax amount applicable to the items. Amount Enter the item price. Discount Enter the discount amount or discount percentage on the items.
Text HTML	Enter the content in HTML format.
Text Plan	Enter the content text in plain text format.
Handle	Enter the name of the image with an extension. For example, sample.png.
Title	Enter the block name.
Mime type	Enter the MIME type. For example, jpg.
Extension	Enter the image extension. For example, .png.
URL	Enter the URL address of the image.
Value	Enter the video URL address. YouTube and Vimeo are allowed.
Value	Enter the HTML content for the block.

Delete a Block

Deletes a specified block.

Mapping	Select the option to choose the block whose details you want to delete.
Entity Type	Select the entity type whose blocks details you want to delete.
Block Group ID	Select the Block Group ID whose block details you want to delete.
Proposal ID	Select the Proposal ID whose block details you want to delete.
Contract ID	Select the Contract ID whose block details you want to delete.
Invoice ID	Select the Invoice ID whose block details you want to delete.
Workspace ID	Select the Workspace ID whose block details you want to delete.
Workspace Entity ID	Select the Workspace Entity ID whose block details you want to delete.
Block ID	Select the Block ID you want to delete.

Tasks

Watch Tasks

Watches for tasks.

Limit	Set the maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Search Tasks

Searches for tasks.

Title	Enter the task name to filter the tasks based on the specified name.
Select Task Group Options	Select the option to choose the task group whose tasks you are searching for: Project, and Task Group Project, Task Board, and Task Group
Mapping	Select whether you want to map block manually, or select it from the list.
Project ID	Select the Project ID to filter the tasks associated with the project.
Task Board ID	Select the Task Board ID to filter the tasks associated with the project.
Task Group ID	Select the Task Group ID to filter the tasks associated with the project.
Created By	Select the user to filter the tasks created by the specified user.
Color	Select the color to filter the tasks with the specified color.
Status	Select the status to filter the tasks with the specified status. For example, completed.
Assigned To	Select to choose the option for assignees of the task: All Contacts Choose Role
Role	Select the role of the assignee. For example, Developer.
Assignees	Select the assignees of the task.
Limit	Set the maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Get a Task

Returns a specified task.

Task ID	Select the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

Title	Enter a name for the task.
Select Task Group Options	Select the option to choose the task group to create the task: Project, Task Group Project, Task Board, and Task Group
Mapping	Select whether you want to map block manually, or select it from the list.
Project ID	Select the Project ID to filter the tasks associated with the project.
Task Board ID	Select the Task Board ID in which you want to create the task.
Task Group ID	Select the Task Group ID in which you want to create the task.
Assigned To	Select to choose the option for assignees of the task: All Contacts Choose Role
Role	Select the role of the assignee. For example, Developer.
Assignees	Select the assignees of the task.
Color	Select the color for the task.
Template	Select the template for the task.
Description Plain	Enter the task details in plain text format.
Description HTML	Enter the task details in HTML format.
Parent Task ID	Select the Parent Task ID if this task is a subtask.
Due Date	Enter the date by when you must complete the task.
Start Date	Enter the date when the task must begin.
Custom Field	Add the custom field and their values.

Update a Task

Updates a specified task.

Task ID	Select the Task ID whose details you want to update.
Title	Enter a name for the task.
Select Task Group Options	Select the option to choose the task group to create the task: Project, Task Group Project, Task Board, and Task Group
Mapping	Select whether you want to map block manually, or select it from the list.
Project ID	Select the Project ID to filter the tasks associated with the project.
Task Board ID	Select the Task Board ID in which you want to create the task.
Task Group ID	Select the Task Group ID in which you want to create the task.
Assigned To	Select to choose the option for assignees of the task: All Contacts Choose Role
Role	Select the role of the assignee. For example, Developer.
Assignees	Select the assignees of the task.
Color	Select the color for the task.
Template	Select the template for the task.
Description Plain	Enter the task details in plain text format.
Description HTML	Enter the task details in HTML format.
Parent Task ID	Select the Parent Task ID if this task is a subtask.
Due Date	Enter the date by when you must complete the task.
Start Date	Enter the date when the task must begin.
Custom Field	Add the custom field and their values.

Copy a Task

Copies a specified task.

Task ID	Select the Task ID you want to copy.
Select Task Group Options	Select the option to choose the task group of the task: Project, Task Group Project, Task Board, and Task Group
Mapping	Select whether you want to map block manually, or select it from the list.
Project ID	Select the Project ID to which you want to copy the task.
Task Board ID	Select the Task Board ID in which you want to copy the task.
Task Group ID	Select the Task Group ID in which you want to copy the task.
Position	Select the position of the task.

Move a Task

Moves a specified task.

Task ID	Select the Task ID you want to move.
Select Task Group Options	Select the option to choose the task group of the task: Project, Task Group Project, Task Board, and Task Group
Mapping	Select whether you want to map block manually, or select it from the list.
Project ID	Select the Project ID to which you want to move the task.
Task Board ID	Select the Task Board ID in which you want to move the task.
Task Group ID	Select the Task Group ID in which you want to move the task.
Position	Select the position of the task.

Delete a Task

Deletes a specified task.

Task ID	Select the Task ID you want to delete.

People

Watch People

Watches for people.

Limit	Set the maximum number of people Ibexa Connect should return during one scenario execution cycle.

Search People

Searches for people.

First Name	Enter the first name of the person to filter the people with the specified name.
Last Name	Enter the last name of the person to filter the people with the specified name.
Color	Select the color of the people to filter the results based on the specified color.
Role	Select the role of the people to filter the results based on the specified role.
Status	Select the status of the person to filter the people with the specified status: Active Archived Deleted Inactive Pending
Limit	Set the maximum number of people Ibexa Connect should return during one scenario execution cycle.

Get a Person

Returns a specified person.

Person ID	Select the Person ID of the person whose details you want to retrieve.

Create a Person

Creates a new person.

Role	Select the role of the person.
Invite	Select the checkbox to invite the person.
Email	Enter the email address of the person.
Message	Enter the message for the person.
First Name	Enter the first name of the person.
Last Name	Enter the last name of the person.
Website Links	Add the website links of the person. For example, LinkedIn, Facebook.
Color	Select the color for the person.
Status	Select the status of the person: Active Archived Deleted Inactive Pending
Custom Fields	Add the custom fields and their values.

Update a Person

Updates a specified person.

Person ID	Select the Person ID whose details you want to update.
Role	Select the role of the person.
Invite	Select the checkbox to invite the person.
Email	Enter the email address of the person.
Message	Enter the message for the person.
First Name	Enter the first name of the person.
Last Name	Enter the last name of the person.
Website Links	Add the website links of the person. For example, LinkedIn, Facebook.
Color	Select the color for the person.
Status	Select the status of the person: Active Archived Deleted Inactive Pending
Custom Fields	Add the custom fields and their values.

Delete a Person

Deletes a specified person.

Person ID	Select the Person ID whom you want to delete.
Delete	Select whether you want to delete the person. If yes is selected, the person will be removed, or the person will be made inactive.

Polling Triggers

Watch Forms

Watches for forms.

Limit	Set the maximum number of forms Ibexa Connect should return during one scenario execution cycle.

Watch Templates

Watches for templates.

Limit	Set the maximum number of templates Ibexa Connect should return during one scenario execution cycle.

Other

Watch Notifications

Watches for events selected in Plutio webhooks settings.

Webhook Name	Enter a name for the webhook.

1. Open the Watch Notifications module, establish a connection, click Save, and copy the URL address to the clipboard.

2. Login to your Plutio account.

3. Click Settings > API Manager > Select the connection in which you want to add the webhook.

4. In the Webhook URL field, enter the URL address copied in step 1, and enable the webhook.

Other

Make an API Call

Allows you to perform a custom API call.

URL	Enter a path relative to https://api.plutio.com/. For example: /v1.8/business. For the list of available endpoints, refer to the Plutio API Documentation.
Method	Select the HTTP method you want to use: GETto retrieve information for an entry. POSTto create a new entry. PUTto update/replace an existing entry. PATCHto make a partial entry update. DELETEto delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we've already done that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - Get Companies

The following API call returns all the companies from your Plutio account:

URL:/v1.8/companies

Method:GET

Matches of the search can be found in the module's Output under Bundle > Body. In our example, 3 companies were returned:

Change log between Plutio [v2] and Plutio [v1]

1. New modules - Groups PROJECTS, BLOCKS, PROPOSALS, TASK BOARDS, TASK GROUPS.

2. New search modules in every group of modules.

3. Parameter Clients - added a selection for "person" and "company". Therefore both types of clients are supported now.

4. Parameter Assignee - added a selection for "role". Therefore it is easier to work with assignees, because they are now retrieved by a role.

5. Custom fields - all create/update modules that work with custom fields now dynamically generate a ready-to-use block of fields.

6. Items in Create an Invoice/Proposal - modules now support block of "items".

7. Items in Update an Invoice/Proposal - modules now support adding/removing blocks with "items".

8. Parameter Status - dynamically retrieved from the account for every entity that works with status. n which you want to add the webhook.