Plutio + SharpSpring Integration

Automatically creates a new task

Automatically updates the task with new information or changes

Automatically move a task from one list or project to another

Automatically generates a new person

Automatically searches for a person or people

Automatically updates the information of a person

Automatically removes particular person from the database

Automatically creates a new project

Automatically generates invoices for sales transactions

Automatically updates invoice details based on new information

Automatically deletes selected invoice records

Automatically starts a new conversation with a person

Automatically generates a new company profile with given details

Automatically generates a new proposal

Automatically generates a contract document based on particular criteria

Automatically locate and retrieve invoices with

Automatically retrieves a person's information by their ID

Automatically locate and retrieve a task within the app

Automatically updates contract details and terms as needed

Automatically removes a block from the system

Automatically updates company information

Automatically updates the proposal with the latest changes and revisions

Automatically creates a new task board

Automatically creates a new group of tasks

Automatically adds a new contact to the database

Automatically updates contact information with new details

Automatically finds and retrieves contact information

Automatically generates a new account

Automatically searches for account information

Automatically updates account information

Automatically creates a new instance of the support system

Automatically updates the opportunity details as needed

Automatically generates and launch a new marketing campaign

Automatically searches for a campaign