How to integrate Plutio

Erstellt von Igor Galic, Geändert am Thu, 21 Jul 2022 um 07:03 PM von Igor Galic

 


Description

The all-in-one business management platform designed for freelancers and small businesses. Manage projects, communicate with clients, share files, create proposals, send invoices and get paid - all from one app.

 

Check out Plutio here !


Entities

Source

Target

Get Companies

Companies

Get Conversation

Conversation

Get People

People


Steps

 

Step 1

Either while Creating a Task or in the Integrations menu.

 

Enter the name of the integration in the search bar .

 

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description .

And press next.

 

Step 3.

You will be prompted for the "Client ID", "Client Secret" and your "Business name".

 

Step 4.

To obtain your "Client ID" and "Client Secret" click on "Settings" in the bottom left corner on Plutio dashboard then click on "API Manager".

 

Click 'Create Connection' on your Plutio Dashboard.

 

Give it a name and select the latest available API Version from the 'API Version' dropdown.

 

Scroll to the bottom and click "Create".

 

Copy the "Client ID" to SyncSpider.

 

Copy the "Client Secret" to SyncSpider.

 

And lastly type out your "Business name" in SyncSpider!

 

Click Finish.


Plutio is just one of the tools we support!

 

To check the list of the tools and features we support, please click here.

If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

 

We develop the integrations based on the requests and up-votes :)

 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our Chat Widget!

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