Fieldbook, Plutio Integrations

Plutio
Fieldbook
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Triggers

Fieldbook

Listen for Sheet Events INSTANT

Receives notifications about record creation/deletion/update in a selected book sheet.

Plutio

Watch Invoices

Returns invoices since the last check, based on selected filters.

Plutio

Watch Proposals

Returns proposals since the last check, based on selected filters.

Plutio

Watch Task

Returns tasks since the last check, based on selected filters.

Plutio

Webhook/Instant Notification INSTANT

Triggers based on the events selected in Plutio webhooks settings.

Actions

Fieldbook

Create a Record

Creates a new record in the selected sheet.

Fieldbook

Delete a Record

Deletes the selected record.

Fieldbook

Get Book Info

Retrieves basic info about a book.

Fieldbook

Read Record

Retrieves details for a single record.

Fieldbook

Update a Record

Updates the selected record.

Plutio

Copy a Task

Creates a copy of an existing task in a particular task group.

Plutio

Copy a Task Board

Copies a task board to another project.

Plutio

Copy a Task Group

Creates a copy of an existing task group.

Plutio

Create an Invoice

Creates an Invoice.

Plutio

Create an Item

Creates a new item.

Plutio

Create a Note

Creates a note for a person or company.

Plutio

Create a Person

Creates a new person.

Plutio

Create a Project

Creates a new project.

Plutio

Create a Proposal

Creates a new proposal.

Plutio

Create a Task

Creates a new task.

Plutio

Create a Task Group

Creates a new task group.

Plutio

Create a Template

Create a template.

Plutio

Delete a Task

Deletes a task.

Plutio

Make an API Call

Performs an arbitrary authorized API call.

Plutio

Move a Task

Moves a task to a different task group.

Plutio

Update a Person

Updates a person.

Plutio

Update a Project

Updates a project.

Plutio

Update a Task

Updates a task.

Searches

Fieldbook

Get Book Sheets

Retrieves info about the selected book's sheets.

Fieldbook

Get Sheet Fields

Retrieves info about the selected sheet's fields.

Fieldbook

Get Sheet Records

Retrieves a list of all records in a sheet.

Plutio

Get a Person

Returns one or several persons.

Plutio

Get a Project

Returns a one or several projects.

Plutio

Get a Proposal

Returns one or several proposals by search parameters.

Plutio

Get a Task

Returns a task.

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