Plutio and RowShare

Easily integrate Plutio and RowShare without any code.
Plutio
Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Plutio through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Plutio
Or the other way round:
When this happens in Plutio
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Automatically do that in RowShare

Plutio Triggers and Actions

Below is a list of triggers and actions available on Plutio via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New Task Board
Triggers when a new Task Board is created.
New Project
Triggers when a new Project is created.
New Invoice
Triggers when a new Invoice is created
New Form
Triggers when a new form is created.
New Task
Triggers when a new Task is created.
and 3 more triggers
Plutio doesn't offer (yet) any Trigger on Zapier.

Actions

Move a Task
Moves an existing Task within a specific Task Group
Delete Person
Deletes a Person
Delete Block
Deletes a Block
Create Task Board
Creates a new Task Board within a specific Project
Retrieve Person/People
Retrieve information for a specific Person or group of People
and 4 more actions
Plutio doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.