Vtiger CRM, Plutio Integrations

Vtiger CRM
Plutio
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Triggers

Vtiger CRM

Watch Records

Triggers when a record is created or updated.

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

Vtiger CRM

Create a Record

Creates a new record.

Vtiger CRM

Delete a Record

Deletes a record.

Vtiger CRM

Get a Record

Return the data of a specified record of selected module.

Vtiger CRM

Make an API Call

Performs an arbitrary authorized API call.

Vtiger CRM

Update a Record

Updates an existing 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 Board

Ceates a new task board.

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 an Invoice

Updates an invoice.

Plutio

Update a Person

Updates a person.

Plutio

Update a Project

Updates a project.

Plutio

Update a Task

Updates a task.

Searches

Vtiger CRM

Search Records

Retrieves records of selected module that match specified criteria.

Plutio

Get a Company

Returns one or several companies.

Plutio

Get an Invoice

Returns Invoice by ID.

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 by ID.

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