Connect plutio and mydesk to Build Intelligent Automations

Choose a Trigger

plutio

When this happens...

Choose an Action

mydesk

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between plutio and mydesk?

To start, connect both your plutio and mydesk accounts to viaSocket. Once connected, you can set up a workflow where an event in plutio triggers actions in mydesk (or vice versa).

Can we customize how data from plutio is recorded in mydesk?

Absolutely. You can customize how plutio data is recorded in mydesk. This includes choosing which data fields go into which fields of mydesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between plutio and mydesk?

The data sync between plutio and mydesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from plutio to mydesk?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between plutio and mydesk?

Yes, you can set conditional logic to control the flow of data between plutio and mydesk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

plutio

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.

Learn More
mydesk

About mydesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

Learn More