HappyForms + Plutio Integration

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

With HappyForms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of Plutio automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between HappyForms & Plutio using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For HappyForms + Plutio Integration

Just click on the workflow you want to automate

Create Plutio task for new HappyForms form submission

Automatically creating a Plutio task for every new HappyForms form submission not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form submission will fall through the cracks and that your Plutio team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!

Activate

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Create Your Own HappyForms & Plutio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Activity is created in HappyForms
Triggers the automation whenever a new activity is created
Instant
Project is created in Plutio
Triggers the automation whenever a new project is created
Instant
Project is updated in Plutio
Triggers the automation whenever a project is updated
Instant
Task is created in Plutio
Triggers the automation whenever a new task is created
Instant
Task is updated in Plutio
Triggers the automation whenever a new template is created
Instant
Invoice is created in Plutio
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in Plutio
Triggers the automation whenever an invoice is updated
Instant
Person is created in Plutio
Triggers the automation whenever a new person is created
Instant
Form is submitted in Plutio
Triggers the automation whenever a form is filled
Instant
Catch all events in Plutio
Triggers the automation whenever any event occurs
Instant
Template is created in Plutio Instant
Proposal is created in Plutio
Triggers the automation whenever a new proposal is created
Instant
Form is created in Plutio
Triggers the automation whenever a new form is created
Instant
Contract is created in Plutio
Triggers the automation whenever a new contract is created
Instant
Contract is updated in Plutio
Triggers the automation whenever a contract is modified
Instant
Company is created in Plutio
Triggers the automation whenever a new company is created
Instant
Company is updated in Plutio
Triggers the automation whenever a company is updated
Instant
Task board is created in Plutio
Triggers the automation whenever a task board is created
Instant
Task group is created in Plutio
Triggers the automation whenever a task group is created
Instant

Create Task in Plutio
Automatically creates a new task
Update Task in Plutio
Automatically updates the task with new information or changes
Move a Task in Plutio
Automatically move a task from one list or project to another
Create Person in Plutio
Automatically generates a new person
Search person/people in Plutio
Automatically searches for a person or people
Update Person in Plutio
Automatically updates the information of a person
Delete Person in Plutio
Automatically removes particular person from the database
Create Project in Plutio
Automatically creates a new project
Create Invoice in Plutio
Automatically generates invoices for sales transactions
Update Invoice in Plutio
Automatically updates invoice details based on new information
Delete Invoice in Plutio
Automatically deletes selected invoice records
Create person conversation in Plutio
Automatically starts a new conversation with a person
Create company in Plutio
Automatically generates a new company profile with given details
Create proposal in Plutio
Automatically generates a new proposal
Create contract in Plutio
Automatically generates a contract document based on particular criteria
Search invoice in Plutio
Automatically locate and retrieve invoices with
Get person by Id in Plutio
Automatically retrieves a person's information by their ID
Find task in Plutio
Automatically locate and retrieve a task within the app
Update contract in Plutio
Automatically updates contract details and terms as needed
Delete block in Plutio
Automatically removes a block from the system
Update company in Plutio
Automatically updates company information
Update proposal in Plutio
Automatically updates the proposal with the latest changes and revisions
Create Task Board in Plutio
Automatically creates a new task board
Create Note in Plutio
Create Task Group in Plutio
Automatically creates a new group of tasks

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate HappyForms & Plutio In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect HappyForms or Plutio With 1200+ Other Apps

HappyForms is the ultimate form builder for WordPress that makes it easy to design, build and embed beautiful forms. No coding required. Use our flexible drag-and-drop editor to create any type of form with a variety of fields.

See HappyForms Integrations

Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!

See Plutio Integrations