Productivity

Plutio

2min

The Plutio modules allow you to monitor, create, update, and copy tasks, persons, projects, proposals, task boards, task groups, blocks, and invoices in your Plutio account.

Prerequisites

  • A Plutio account

In order to use Plutio with Make, it is necessary to have a Plutio account. If you do not have one, you can create a Plutio account at app.plutio.com/signup.

Connecting Plutio to Make

To connect your Plutio account to Make, you need to obtain the Client ID, Client Secret, and Business subdomain from your Plutio account, and insert them in the Create a connection dialog in the Make module.

  1. Log in to your Plutio account.
  2. Click Settings > API Manager.
  3. Click the Create a connection button.
  4. Enter the title for your connection, and click Create.
  5. Copy the Client ID and Client Secret to a safe place.
  6. Go to Make, and open the Plutio module's Create a connection dialog.
  7. In the Connection name field, enter a name for the connection.
  8. In the Client ID and Client Secret field, enter the client ID and client secret details copied in step 5.
  9. In the Business Domain field, enter your account's domain name. For example, if your Plutio's account URL address is https://your-company.plutio.com, then your domain is your-company. Click Continue.

The connection has been established.