Apex27 + Plutio Integration

Connect Apex27 to Plutio - Automate your workflows in 1-click

Make use of Apex27 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Plutio automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Apex27 & Plutio using Integrately.
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Apex27 + Plutio Integration

Create Plutio task for new Apex27 contact

Apex27 and Plutio are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apex27, do you also create a task in Plutio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Apex27 + Plutio Integration

Create Plutio person for new Apex27 contact

Apex27 is a great CRM tool for managing customer data, but it can be time-consuming to create a new person record in Plutio every time you add a new contact.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your contact and person records, so that when a new contact is created in Apex27, you'll automatically receive a corresponding person record in Plutio.
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Create Your Own Apex27 & Plutio Integration Without Any Code

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2. Select what action you want to automate
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Apex27 + Plutio Integration
1.
  • Apex27
    Contact is created in Apex27

    Triggers the automation when a new contact is created

  • Apex27
    Lead is created in Apex27

    Triggers the automation when a new lead is created

  • Apex27
    Listing is created in Apex27

    Triggers the automation when a new listing is created

  • Plutio
    Project is created in Plutio

    Triggers the automation when a new project is created

    Instant
  • Plutio
    Project is updated in Plutio

    Triggers the automation when a project is updated

    Instant
  • Plutio
    Task is created in Plutio

    Triggers the automation when a new task is created

    Instant
  • Plutio
    Task is updated in Plutio

    Triggers the automation when any task is updated

    Instant
  • Plutio
    Invoice is created in Plutio

    Triggers the automation when any invoice is added or modified

    Instant
  • Plutio
    Invoice is updated in Plutio

    Triggers the automation when an invoice is updated

    Instant
  • Plutio
    Person is created in Plutio

    Triggers the automation when a new person is created

    Instant
  • Plutio
    Form is submitted in Plutio

    Triggers the automation when a form is filled

    Instant
  • Plutio
    Catch all events in Plutio

    Triggers the automation when any event occurs

    Instant
  • Plutio
    Template is created in Plutio

    Triggers the automation when a new template is created

    Instant
  • Plutio
    Proposal is created in Plutio

    Triggers the automation when a new proposal is created

    Instant
  • Plutio
    Form is created in Plutio

    Triggers the automation when a new form is created

    Instant
  • Plutio
    Contract is created in Plutio

    Triggers the automation when a new contract is created

    Instant
  • Plutio
    Contract is updated in Plutio

    Triggers the automation when a contract is modified

    Instant
  • Plutio
    Company is created in Plutio

    Triggers the automation when a new company is created

    Instant
  • Plutio
    Company is updated in Plutio

    Triggers the automation when a company is updated

    Instant
  • Plutio
    Task board is created in Plutio

    Triggers the automation when a task board is created

    Instant
  • Plutio
    Task group is created in Plutio

    Triggers the automation when a task group is created

    Instant
2.
  • Apex27
    Create contact in Apex27

    Adds a new contact to the database

  • Apex27
    Update contact in Apex27

    Updates contact information with new details

  • Apex27
    Search contact in Apex27

    Finds and retrieves contact information

  • Apex27
    Create viewing in Apex27

    Schedules a new viewing

  • Apex27
    Create listing in Apex27

    Creates a new listing

  • Apex27
    Update listing in Apex27

    Updates product information on the listing page

  • Apex27
    Update viewing in Apex27

    Updates a viewing

  • Apex27
    Search listing in Apex27

    Searches for a listing

  • Apex27
    Search viewing in Apex27

    Searches for a viewing

  • Apex27
    Update lead in Apex27

    Updates the lead information

  • Apex27
    Search lead in Apex27

    Retrieves information for a particular lead

  • Apex27
    Upload image for listing in Apex27

    Adds images to your listing

  • Plutio
    Create Task in Plutio

    Creates a new task

  • Plutio
    Update Task in Plutio

    Updates the task with new information or changes

  • Plutio
    Move a Task in Plutio

    Move a task from one list or project to another

  • Plutio
    Create Person in Plutio

    Generates a new person

  • Plutio
    Search person/people in Plutio

    Searches for a person or people

  • Plutio
    Update Person in Plutio

    Updates the information of a person

  • Plutio
    Delete Person in Plutio

    Removes particular person from the database

  • Plutio
    Create Project in Plutio

    Creates a new project

  • Plutio
    Create Invoice in Plutio

    Generates invoices for sales transactions

  • Plutio
    Update Invoice in Plutio

    Updates invoice details based on new information

  • Plutio
    Delete Invoice in Plutio

    Deletes selected invoice records

  • Plutio
    Create person conversation in Plutio

    Starts a new conversation with a person

  • Plutio
    Create company in Plutio

    Generates a new company profile with given details

  • Plutio
    Create proposal in Plutio

    Generates a new proposal

  • Plutio
    Create contract in Plutio

    Generates a contract document based on particular criteria

  • Plutio
    Search invoice in Plutio

    Locates and retrieves invoices with

  • Plutio
    Get person by Id in Plutio

    Retrieves a person's information by their id

  • Plutio
    Find task in Plutio

    Locates and retrieves a task within the app

  • Plutio
    Update contract in Plutio

    Updates contract details and terms as needed

  • Plutio
    Delete block in Plutio

    Removes a block from the system

  • Plutio
    Update company in Plutio

    Updates company information

  • Plutio
    Update proposal in Plutio

    Updates the proposal with the latest changes and revisions

  • Plutio
    Create Task Board in Plutio

    Creates a new task board

  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

    Creates a new group of tasks

3x-10x Less Expensive Than Popular Alternatives
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in $19.99
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Integrate Apex27 & Plutio In 1 Click
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