Chatrace + Plutio Integration

Integrate Chatrace to Plutio in one click, or tell Integrately AI how you want each order handled. Generate projects, update invoices, notify your team, and track every customer interaction automatically.

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1.
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
Arrow Right
2.
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

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Ready Workflows Ready Workflows for Chatrace + Plutio Integration

Create Plutio projects from Chatrace orders, generate tasks, track invoice updates, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Chatrace + Plutio Integration

Create Plutio task for new Chatrace order

To stay on top of the new Chatrace orders, task creation in Plutio is essential. For example, entering Chatrace orders into inventory systems and keeping track of customers' shipping expectations can help streamline productivity. Additionally, setting up robust processes to ensure the timely delivery of goods and accurate order processing will keep customers satisfied.

With an organized system in place for managing Chatrace orders, businesses will have an easier time reaching success. Finally, businesses must also stay up-to-date on trends and consumer behavior. By understanding customer interests and needs, project managers can better determine the resources necessary to meet their expectations.

This deepened level of insight will help ensure that businesses are providing customers with the best possible shopping experience. With these strategies in place, businesses will be well-equipped to manage their Chatrace orders and stay competitive.
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Connect more apps to your Chatrace + Plutio flow

Sync your bot sales and project management data with billing, forms, team chat, and files for a complete workflow. Pick a combination and activate it in one click.

Chatrace
Plutio
+
StripeStripe (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
C
P
S
Create a Plutio project and a Stripe customer when a new order is created in Chatrace.
New Chatrace orders instantly generate a Plutio project and a Stripe customer profile without manual data entry.
P
S
C
When an invoice is created in Plutio, record the charge in Stripe and apply a tag in Chatrace.
Plutio invoices trigger Stripe charges and update Chatrace tags automatically for synchronized customer records.
C
P
S
Create a Plutio task and a Stripe payment link when a Chatrace subscriber is created.
New Chatrace subscribers automatically generate Plutio onboarding tasks and Stripe payment links.

Supported triggers and actions for Chatrace and Plutio

Mix and match to build the exact automation you need

Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
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Set contact custom field in Chatrace
Sets a custom field for a contact
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Plutio
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
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Instant
Project is updated in Plutio
Triggers the automation when a project is updated
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Instant
Task is created in Plutio
Triggers the automation when a new task is created
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Instant
Task is updated in Plutio
Triggers the automation when any task is updated
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Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
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Instant
Person is created in Plutio
Triggers the automation when a new person is created
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Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
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Instant
Catch all events in Plutio
Triggers the automation when any event occurs
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Instant
Template is created in Plutio
Triggers the automation when a new template is created
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Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
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Instant
Form is created in Plutio
Triggers the automation when a new form is created
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Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
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Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
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Instant
Company is created in Plutio
Triggers the automation when a new company is created
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Instant
Company is updated in Plutio
Triggers the automation when a company is updated
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Instant
Task board is created in Plutio
Triggers the automation when a task board is created
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Instant
Task group is created in Plutio
Triggers the automation when a task group is created
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Create Task in Plutio
Creates a new task
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Update Task in Plutio
Updates the task with new information or changes
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Move a Task in Plutio
Move a task from one list or project to another
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Create Person in Plutio
Generates a new person
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Search person/people in Plutio
Searches for a person or people
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Update Person in Plutio
Updates the information of a person
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Delete Person in Plutio
Removes particular person from the database
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Create Project in Plutio
Creates a new project
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Create Invoice in Plutio
Generates invoices for sales transactions
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Update Invoice in Plutio
Updates invoice details based on new information
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Delete Invoice in Plutio
Deletes selected invoice records
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Create person conversation in Plutio
Starts a new conversation with a person
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Create company in Plutio
Generates a new company profile with given details
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Create proposal in Plutio
Generates a new proposal
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Create contract in Plutio
Generates a contract document based on particular criteria
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Search invoice in Plutio
Locates and retrieves invoices with
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Get person by Id in Plutio
Retrieves a person's information by their id
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Find task in Plutio
Locates and retrieves a task within the app
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Update contract in Plutio
Updates contract details and terms as needed
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Delete block in Plutio
Removes a block from the system
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Update company in Plutio
Updates company information
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Update proposal in Plutio
Updates the proposal with the latest changes and revisions
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Create Task Board in Plutio
Creates a new task board
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Create Note in Plutio
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Create Task Group in Plutio
Creates a new group of tasks
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What can you automate with Chatrace + Plutio?

Streamline your bot sales, project management, and client tracking with automated workflows tailored to your exact business needs.

What you can automate?
🚀
Sync chat bot orders into project management boards
Automatically create a new project in Plutio the moment an order is created in Chatrace, eliminating manual handoffs between sales and delivery teams.
📝
Capture every submitted custom field and order detail
Map all available Chatrace subscriber data and custom field values directly into Plutio person records and project notes for complete context.
🔔
Notify the right team member as soon as sales happen
Alert your operations or fulfillment staff instantly when a new chat order is concluded so work can begin without delay.
🔀
Route workflows based on submitted order criteria
Trigger different Plutio project templates or task assignments depending on the specific product or tag applied to the Chatrace subscriber.
🔄
Keep project records updated as statuses change
Automatically update Plutio tasks, invoices, or project stages whenever order statuses or custom field values change in Chatrace.
👥
Create records and update contacts without duplicates
Search existing Plutio records before creating new people or invoices, ensuring your database remains clean and organized.
💳
Handle later status changes like cancellations or refunds
Automatically update Plutio invoices or cancel corresponding project tasks when an order is canceled or concluded in Chatrace.
💬
Extend your workflow to team chat channels
Connect your Chatrace and Plutio core flow with Slack to broadcast real-time project creation updates directly to your team.
And much more...

Who is Chatrace + Plutio integration for?

Chatrace and Plutio integration helps businesses turn chat-based bot sales and subscriber activity into structured project management, tracked invoices, and organized client workflows without manual data entry.

Marketing managers
Marketing managers
Sales team leads
Sales team leads
Client account managers
Client account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Customer success teams
Customer success teams
📈
Marketing managers
You rely on bot conversion metrics to guide campaign adjustments, but your project boards only update when someone manually exports records, so your operational metrics are always hours behind — connecting these apps means every new order populates your project board instantly and your data stays current.
Sales team leads
You need to act fast on new chat bot orders, but customer details sit trapped in messaging threads until someone copies them over, causing delayed follow-ups — automating both apps means every purchase creates a project and alerts your team immediately so outreach happens without delay.
🤝
Client account managers
You answer to clients who expect real-time visibility into project setup, but manual data entry leaves gaps between chat sales and project creation, leading to status questions — this integration means every chat order automatically spawns the correct project and task structure.
📊
Operations directors
The volume of bot subscribers and incoming orders is too high for anyone to keep up by hand, resulting in missed client records and invoicing delays — automating both apps means your order-to-project workflow runs continuously without human bottlenecks.
💼
Project coordinators
You own project execution and depend on sales reps to hand over chat orders, but handoffs get missed in chat logs and tasks stall before starting — with this integration, every concluded chat order generates your project tasks automatically.
🗂️
Customer success teams
You need a reliable history of every client interaction, but fragmented tools leave gaps between chat bot subscribers and project records — connecting these apps means every subscriber and order maps directly into unified client profiles.
Our team

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Why choose Integrately to automate Chatrace + Plutio

Build and manage your Chatrace + Plutio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatrace + Plutio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Chatrace to Plutio?
Frequently Asked Questions
You can connect Chatrace to Plutio in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Chatrace and Plutio with apps like Slack and Stripe.
Can I automatically create Plutio projects from Chatrace orders?
Frequently Asked Questions
Can I connect Chatrace, Plutio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Plutio?
Frequently Asked Questions
How are Chatrace tags and subscriber data synced to Plutio?
Frequently Asked Questions
Can I update Plutio invoices when a Chatrace order is concluded?
Frequently Asked Questions
How do I automate Chatrace and Plutio without coding?
Frequently Asked Questions
Is the Chatrace and Plutio integration free?
Frequently Asked Questions
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