Box + Plutio

Create new Box folders for each new person added in Plutio

When a new person is added in Plutio, streamline your workflow by creating a corresponding folder in Box. This automation helps you stay organized and ensures every new contact gets their dedicated space in Box, keeping your client-related information in order. Ideal for businesses requiring a high level of communication and documentation with their clients.

When this happens...
New Person
Triggers when a new person is created.
TriggerScheduled
automatically do this!
Create Folder
Triggers when you add a new folder.
ActionWrite

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Supported triggers and actions

What does this mean?

- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Scheduled
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- FormRequired
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Scheduled
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- ProjectRequired
- Task BoardRequired
Trigger
Scheduled
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- 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
Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Scheduled
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- Folder
Trigger
Scheduled
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- EmailRequired
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
- Name
- Share this file?
Action
Write
- File IdRequired
- New FolderRequired
- Action to Perform
Action
Write
- File IdRequired
- Message
- Due At
- Assign To
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search

New Form
Triggers when a new form is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
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New Project
Triggers when a new Project is created.
Trigger
Scheduled
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- ProjectRequired
Trigger
Scheduled
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- Entity TypeRequired
Trigger
Scheduled
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- 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
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
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- FolderRequired
- Share
Trigger
Scheduled
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Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
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- File IdRequired
- MessageRequired
Action
Write
- Folder
- Name of New FolderRequired
Action
Write
- FolderRequired
- Name of New FileRequired
- File ContentRequired
- Share this file?
Action
Write
- File NameRequired
- Folder
- File Extensions
Action
Search

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Related categories

File Management & Storage

Similar apps

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

Box + Plutio

Create new Box folders for each new person added in Plutio

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

Event

New Folder

Add User as Collaborator

Upload File

Move/Copy File

Add Task to File

Find a Folder

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

New Comment

New File

Task Assigned to You

Add Comment to File

Create Folder

Create Text File

Find a File

About Box

Related categories

Similar apps

Dropbox

Google Drive

OneDrive

About Plutio

Related categories