ConvertKit + Plutio

Tag new Plutio form submissions to subscribers in ConvertKit

When a new form is submitted in Plutio, this workflow ensures that corresponding subscriber in ConvertKit gets tagged accordingly. This not only streamlines your data management but also helps in better audience segmentation for your marketing campaigns. Simply set up this workflow and avoid the manual hassle of updating tags in ConvertKit, making your process more efficient and error-free.

When this happens...
New Form Submission
Triggers when a form is submitted.
TriggerScheduled
automatically do this!
Add Tag to Subscriber
Add a subscriber to a specific tag.
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
New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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- TagRequired
Trigger
Instant
Try It
- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
Action
Write
- SequenceRequired
- EmailRequired
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Email AddressRequired
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
Try It
New Project
Triggers when a new Project is created.
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- Entity TypeRequired
Trigger
Scheduled
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
- FormRequired
Trigger
Instant
Try It
- SequenceRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
Try It
New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
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- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
- First Name
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

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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

ConvertKit + Plutio

Tag new Plutio form submissions to subscribers in ConvertKit

New Block

New Form Submission

New Person

New Task

New Task Group

Create Block

Create Person

Invitation Message

Create a Task

Task Title

Task Description Text

Task Description HTML

Due Date

Assigned To

Create Task Group

Delete Invoice

Invoice

Find Person

Update Invoice

Invoice

Invoice Name

Client

Currency

Issue Date

Due Date

Payment Options

Discount

Tax

Status

Update a Task

Task Title

Task Description Text

Task Description HTML

Task Status

Due Date

Assigned To

Retrieve Person/People

Email Address

Phone Number

First Name

Last Name

Role

Status

New Purchase

New Subscriber

Tag Removed From Subscriber

Add Subscriber to Form

First Name

Optin to Sequence

Add Subscriber to Sequence

First Name

Remove Tag From Subscriber

Find Subscriber

New Form

New Invoice

New Project

New Task Board

New Template

Create Invoice

Entity Type

Invoice Name

Client

Currency

Issue Date

Due Date

Payment Options

Discount

Tax

Status

Template Name

Create Project

Entity Type

Template Name

Create Task Board

Delete Block

Delete Person

Move a Task

Update Person