Airtable + Plutio

Create new persons in Plutio when new records are added in Airtable

Streamline your data management process with this seamless workflow. Whenever a new record is added in Airtable, a corresponding person will be created within Plutio, ensuring your digital rolodex always stays updated without repetitive manual work. This efficient process keeps your database accurate and up-to-date, serving as a wonderful solution to data entry and communication gaps.

When this happens...
New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
TriggerPolling
automatically do this!
Create Person
Creates a Person
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search

- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search or write
- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Polling
Try It

- FormRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Polling
Try It
- ProjectRequired
- Task BoardRequired
Trigger
Polling
Try It
- Entity TypeRequired
- EntityRequired
- TypeRequired
Action
Write
- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
Action
Write
- Invoice
Action
Write
- Person Object IDRequired
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
Action
Search

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Api Docs Info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created
Trigger
Polling
Try It
New Project
Triggers when a new Project is created.
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- Entity TypeRequired
Trigger
Polling
Try It
- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write
- Entity Type
- Project NameRequired
- Template Name
Action
Write
- ProjectRequired
- Task Board TitleRequired
Action
Write
- BlockRequired
Action
Write
- PersonRequired
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
Action
Write
- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity TypeRequired
- EntityRequired
Action
Search

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

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About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Related categories

Project Management

Airtable + Plutio

Create new persons in Plutio when new records are added in Airtable

New Record

Create Record

Create or Update Record

Update Record

Find Many Records (Advanced)

Find or Create Record(s) (With Line Item Support)

New Block

New Form Submission

New Person

New Task

New Task Group

Create Block

Create Person

Create a Task

Create Task Group

Delete Invoice

Find Person

Update Invoice

Update a Task

Retrieve Person/People

New or Updated Record

Create Records (Advanced)

Delete Record

API Request (Beta)

Find Record

Find or Create Record

New Form

New Invoice

New Project

New Task Board

New Template

Create Invoice

Create Project

Create Task Board

Delete Block

Delete Person

Move a Task

Update Person

Retrieve Block/Blocks

About Airtable

Related categories

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About Plutio

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