Plutio

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.

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

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.

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3. Click the Create a connection button.

4. Enter the title for your connection, and click Create.

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5. Copy the Client ID and Client Secret to a safe place.

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6. Go to Make, and open the Plutio module's Create a connection dialog.

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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.

Projects

Watches for projects.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of projects Make should return during one scenario execution cycle.

Searches for projects.

Connection

Establish a connection to your Plutio account.

Name

Enter the name of the project whose details you want to search for.

Template ID

Select the Template ID of the project you want to search.

Currency

Select the currency to search the projects applicable to the specified currency.

Color

Select the color of the project you are searching for.

Limit

Set the maximum number of projects Make should return during one scenario execution cycle.

Returns a specified project.

Connection

Establish a connection to your Plutio account.

Project ID

Select the Project ID whose details you want to retrieve.

Creates a new project.

Connection

Establish a connection to your Plutio account.

Name

Enter the name for the new project.

Template ID

Select the Template ID you want to apply for the project.

Status

Select the project's status:

  • Canceled

  • In Progress

  • Pending

  • Completed

  • New

  • Delayed

Billing Rate

Enter the billing price of the project.

Currency

Select the currency applicable to the project.

Color

Select the color applied to the project.

Contributor IDs

Select contributors for the project.

Clients

Add the clients for the project.

Template

Select the template you want to apply to the project.

Custom fields

Add custom fields and their values.

Project Input

Enter the custom field name of the project.

Project Dropdown Select

Select the value options for the project.

Project Dropdown Multi

Select the value options for the project.

Project Multiselect

Select the value options for the project.

Project Date

Enter the date on which the project begins.

Project Datetime

Enter the time at which the project begins.

Project Multiselect2

Select the value options for the project.

Description HTML

Enter the project details in HTML format.

Plain Description

Enter the project details in plain text format.

Due Date

Enter the date on which the project ends. Consult the list of supported data formats.

Start Date

Enter the date on which the project begins. Consult the list of supported data formats.

Updates a specified project.

Connection

Establish a connection to your Plutio account.

Project ID

Select the Project ID whose details you want to update.

Name

Enter the name for the new project.

Template ID

Select the Template ID you want to apply for the project.

Status

Select the project's status:

  • Canceled

  • In Progress

  • Pending

  • Completed

  • New

  • Delayed

Billing Rate

Enter the billing price of the project.

Currency

Select the currency applicable to the project.

Color

Select the color applied to the project.

Contributor IDs

Select contributors for the project.

Clients

Add the clients for the project.

Template

Select the template you want to apply to the project.

Custom fields

Add custom fields and their values.

Project Input

Enter the custom field name of the project.

Project Dropdown Select

Select the value options for the project.

Project Dropdown Multi

Select the value options for the project.

Project Multiselect

Select the value options for the project.

Project Date

Enter the date on which the project begins.

Project Datetime

Enter the time at which the project begins.

Project Multiselect2

Select the value options for the project.

Description HTML

Enter the project details in HTML format.

Plain Description

Enter the project details in plain text format.

Due Date

Enter the date on which the project ends. Consult the list of supported data formats.

Start Date

Enter the date on which the project begins. Consult the list of supported data formats.

Deletes a specified project.

Connection

Establish a connection to your Plutio account.

Project ID

Select the Project ID you want to delete.

Watches for proposals.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of proposals Make should return during one scenario execution cycle.

Searches for proposals.

Connection

Establish a connection to your Plutio account.

Name

Enter the name of the proposal whose details you are searching for.

Invoice ID

Select the Invoice ID to search the proposals associated with the specified invoice.

Project ID

Select the project ID to search the proposals associated with the specified project.

Currency

Select the currency to search the proposals based on the specified currency.

Client ID

Select the Client ID to search the proposals associated with the specified client.

Status

Select the status of the proposal you are searching for. For example, In Progress.

Limit

Set the maximum number of proposals Make should return during one scenario execution cycle.

Returns a specified proposal.

Connection

Establish a connection to your Plutio account.

Proposal ID

Enter the ID of the particular proposal you want to retrieve information for.

Creates a new proposal.

Connection

Establish a connection to your Plutio account.

Enter a Client

Select the option to choose the client:

  • Enter manually

  • Select from list

Type

Enter the client type. For example, person, company.

Client ID

Enter the Client ID.

Name

Enter the name for the proposal. A maximum of 200 characters allowed.

Project ID

Select the Project ID for which you are creating the proposal.

Issue Date

Enter the date on which the proposal is issued. Consult the list of supported data formats.

Due Date

Enter the date on which the proposal will expire. Consult the list of supported data formats.

Discount

Enter the discount applicable.

Status

Select the status of the new proposal:

  • Canceled

  • Draft

  • Accepted

  • Paid

  • Pending

Tax

Add tax details to the proposal:

Amount

Enter the tax amount.

Title

Enter the name of the tax.

Value

Enter the percentage value of the tax applicable to the proposal.

Items

Add items to the proposal:

Title

Enter the name of the item.

Description

Enter the details of the items.

Quantity

Enter the number of items.

Tax

Enter the tax amount applicable to the items.

Amount

Enter the item price.

Discount

Enter the discount amount or discount percentage on the items.

Custom Fields

Select the custom field you want to add to the proposal, and add the desired value.

Updates a specified proposal.

Connection

Establish a connection to your Plutio account.

Proposal ID

Select the Proposal ID whose details you want to update.

Delete Block with Items

Enter whether you want to delete a block with items.

Add New Items

Add new items to the proposal:

Title

Enter the name of the item.

Description

Enter the details of the items.

Quantity

Enter the number of items.

Tax

Enter the tax amount applicable for the items.

Amount

Enter the item price.

Discount

Enter the discount amount or discount percentage on the items.

Enter a Client

Select the option to choose the client:

  • Enter manually

  • Select from list

Type

Enter the client type. For example, person, company.

Client ID

Enter the Client ID.

Name

Enter the name for the proposal. A maximum of 200 characters allowed.

Project ID

Select the Project ID for which you are creating the proposal.

Currency

Select the currency applicable to the proposal.

Issue Date

Enter the date on which the proposal is issued. Consult the list of supported data formats.

Due Date

Enter the date on which the proposal will expire. Consult the list of supported data formats.

Discount

Enter the discount applicable.

Status

Select the status of the new proposal:

  • Canceled

  • Draft

  • Accepted

  • Paid

  • Pending

Tax

Add tax details to the proposal:

Amount

Enter the tax amount.

Title

Enter the name of the tax.

Value

Enter the percentage value of the tax applicable to the proposal.

Custom Fields

Select the custom field you want to add to the proposal, and add the desired value.

Deletes a proposal.

Connection

Establish a connection to your Plutio account.

Proposal ID

Select the Proposal ID you want to delete.

Watches for invoices.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of invoices Make should return during one scenario execution cycle.

Searches for invoices.

Connection

Establish a connection to your Plutio account.

Name

Enter the name of the invoice whose details you are searching for.

Currency

Select the currency to filter the invoices with the specified currency.

Client ID

Select the Client ID to filter the invoices associated with the specified invoice.

Discount

Enter the discount amount or percentage to filter the invoices with the specified discount.

Status

Select the status of the invoices you are searching for. For example, paid.

Limit

Set the maximum number of invoices Make should return during one scenario execution cycle.

Returns a specified invoice.

Connection

Establish a connection to your Plutio account.

Invoice ID

Select the Invoice ID whose details you want to retrieve.

Creates a new invoice.

Connection

Establish a connection to your Plutio account.

Enter a Client

Select the option to choose the client:

  • Enter manually

  • Select from list

Type

Enter the client type. For example, person, company.

Client ID

Enter the Client ID associated with the proposal.

Name

Enter the name for the proposal. A maximum of 200 characters allowed.

Project ID

Select the Project ID for which you are creating the proposal.

Issue Date

Enter the date on which the proposal is issued. Consult the list of supported data formats.

Due Date

Enter the date on which the proposal will expire. Consult the list of supported data formats.

Discount

Enter the discount applicable.

Status

Select the status of the new proposal:

  • Canceled

  • Draft

  • Accepted

  • Paid

  • Pending

Tax

Add tax details to the proposal:

Amount

Enter the tax amount.

Title

Enter the name of the tax.

Value

Enter the percentage value of the tax applicable to the proposal.

Items

Add items to the proposal:

Title

Enter the name of the item.

Description

Enter the details of the items.

Quantity

Enter the number of items.

Tax

Enter the tax amount applicable to the items.

Amount

Enter the item price.

Discount

Enter the discount amount or discount percentage on the items.

Custom Fields

Select the custom field you want to add to the proposal, and add the desired value.

Updates a specified invoice.

Connection

Establish a connection to your Plutio account.

Invoice ID

Select the Invoice ID whose details you want to update.

Add New Items

Add items to the proposal:

Title

Enter the name of the item.

Description

Enter the details of the items.

Quantity

Enter the number of items.

Tax

Enter the tax amount applicable to the items.

Amount

Enter the item price.

Discount

Enter the discount amount or discount percentage on the items.

Enter a Client

Select the option to choose the client:

  • Enter manually

  • Select from list

Type

Enter the client type. For example, person, company.

Person ID

Select the Person ID to whom you want to associate the proposal.

Company ID

Select the Company ID to which you want to associate the proposal.

Client ID

Enter the Client ID associated with the proposal.

Name

Enter the name for the proposal. A maximum of 200 characters allowed.

Currency

Select the currency applicable to the proposal.

Issue Date

Enter the date on which the proposal is issued. Consult the list of supported data formats.

Due Date

Enter the date on which the proposal will expire. Consult the list of supported data formats.

Discount

Enter the discount applicable to the proposal.

Status

Select the status of the new proposal:

  • Canceled

  • Draft

  • Accepted

  • Paid

  • Pending

Tax

Add tax details to the proposal:

Amount

Enter the tax amount.

Title

Enter the name of the tax.

Value

Enter the percentage value of the tax applicable to the proposal.

Custom Fields

Select the custom field you want to add to the proposal, and add the desired value.

Deletes a specified invoice.

Connection

Establish a connection to your Plutio account.

Invoice ID

Select the Invoice ID you want to delete.

Watches for task board.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of task boards Make should return during one scenario execution cycle.

Searches for task boards.

Connection

Establish a connection to your Plutio account.

Title

Enter the name of the task board whose details you are searching for.

Project ID

Select the Project ID to filter the task boards associated with the specified project.

Color

Select the color to filter the task boards with the specified discount.

Limit

Set the maximum number of task boards Make should return during one scenario execution cycle.

Connection

Establish a connection to your Plutio account.

Task Board ID

Select the Task Board ID whose details you want to retrieve.

Creates a new task board.

Connection

Establish a connection to your Plutio account.

Title

Enter the name of the task board.

Project ID

Select the Project ID with which you want to associate the task board.

Color

Select the color for the task board.

Updates a task board.

Connection

Establish a connection to your Plutio account.

Task Board ID

Select the Task Board ID whose details you want to change.

Title

Enter the name of the task board.

Color

Select the color for the task board.

Copies a specified task board.

Connection

Establish a connection to your Plutio account.

Task Board ID

Select the Task Board ID whose details you want to change.

Project ID

Select the Project ID to which you want to copy the task board.

Position

Select the position of the task board.

Deletes a specified task board.

Connection

Establish a connection to your Plutio account.

Task Board ID

Select the Task Board ID you want to delete.

Watches for task groups.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of task groups Make should return during one scenario execution cycle.

Searches for task groups.

Connection

Establish a connection to your Plutio account.

Title

Enter the name of the task groups.

Project ID

Select the Project ID whose associated task groups you want to search.

Color

Select the color associated with the task groups.

Limit

Set the maximum number of task groups Make should return during one scenario execution cycle.

Returns a specified task group.

Connection

Establish a connection to your Plutio account.

Task Board ID

Select the Task Board ID whose details you want to retrieve.

Creates a new task group.

Connection

Establish a connection to your Plutio account.

Title

Enter a name for the task group.

Project ID

Select the Project ID with which you want to associate the task group.

Task Board ID

Select the Task Board ID to which you want to add to the task group.

Color

Select the color for the task group.

Updates a specified task group.

Connection

Establish a connection to your Plutio account.

Task Group ID

Select the Task Group ID whose details you want to update.

Title

Enter a name for the task group.

Color

Select the color for the task group.

Copies a specified task group.

Connection

Establish a connection to your Plutio account.

Task Group ID

Select the Task Group ID you want to copy.

Project ID

Select the Project ID to which you want to copy the task group.

Position

Select the position of the task group in the project.

Deletes a specified task group.

Connection

Establish a connection to your Plutio account.

Task Board ID

Select the Task Board ID to which you want to add to the task group.

Searches for blocks.

Connection

Establish a connection to your Plutio account.

Entity Type

Select the entity type to filter the blocks with the specified entity type.

Block Group ID

Select the Block Group ID to filter the block of the specified block group.

Title

Enter the name to filter the blocks with the specified block name.

Limit

Set the maximum number of blocks Make should return during one scenario execution cycle.

Returns a specified block.

Connection

Establish a connection to your Plutio account.

Mapping

Select the option to choose the block whose details you want to retrieve.

Entity Type

Select the entity type whose blocks details you want to retrieve.

Block Group ID

Select the Block Group ID whose block details you want to retrieve.

Proposal ID

Select the Proposal ID whose block details you want to retrieve.

Contract ID

Select the Contract ID whose block details you want to retrieve.

Invoice ID

Select the Invoice ID whose block details you want to retrieve.

Workspace ID

Select the Workspace ID whose block details you want to retrieve.

Workspace Entity ID

Select the Workspace Entity ID whose block details you want to retrieve.

Block ID

Select the Block ID whose details you want to retrieve.

Creates a new block.

Connection

Establish a connection to your Plutio account.

Entity Type

Select the entity type for which you want to create the block:

  • Block Group

  • Contract

  • Invoice

  • Proposal

  • Wiki

  • Wiki Entity

Block Group ID

Select the Block Group ID in which you want to create the block.

Contract ID

Select the Block Group ID for which you want to create the block.

Invoice ID

Select the Invoice ID for which you want to create the block.

Type

Select the bock type:

  • Items

  • Task

  • Terms

  • Content

  • Image

  • Video

  • HTML

Task ID

Select the Task ID for the block.

Items

Add the Items:

Title

Enter the name of the item.

Description

Enter the details of the items.

Quantity

Enter the number of items.

Tax

Enter the tax amount applicable to the items.

Amount

Enter the item price.

Discount

Enter the discount amount or discount percentage on the items.

Text HTML

Enter the content in HTML format.

Text Plan

Enter the content text in plain text format.

Handle

Enter the name of the image with an extension. For example, sample.png.

Title

Enter the block name.

Mime type

Enter the MIME type. For example, image/jpg.

Extension

Enter the image extension. For example, .png.

URL

Enter the URL address of the image.

Value

Enter the video URL address. YouTube and Vimeo are allowed.

Value

Enter the HTML content for the block.

Deletes a specified block.

Connection

Establish a connection to your Plutio account.

Mapping

Select the option to choose the block whose details you want to delete.

Entity Type

Select the entity type whose blocks details you want to delete.

Block Group ID

Select the Block Group ID whose block details you want to delete.

Proposal ID

Select the Proposal ID whose block details you want to delete.

Contract ID

Select the Contract ID whose block details you want to delete.

Invoice ID

Select the Invoice ID whose block details you want to delete.

Workspace ID

Select the Workspace ID whose block details you want to delete.

Workspace Entity ID

Select the Workspace Entity ID whose block details you want to delete.

Block ID

Select the Block ID you want to delete.

Tasks

Watches for tasks.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of tasks Make should return during one scenario execution cycle.

Searches for tasks.

Connection

Establish a connection to your Plutio account.

Title

Enter the task name to filter the tasks based on the specified name.

Select Task Group Options

Select the option to choose the task group whose tasks you are searching for:

  • Project, and Task Group

  • Project, Task Board, and Task Group

Mapping

Select whether you want to map block manually, or select it from the list.

Project ID

Select the Project ID to filter the tasks associated with the project.

Task Board ID

Select the Task Board ID to filter the tasks associated with the project.

Task Group ID

Select the Task Group ID to filter the tasks associated with the project.

Created By

Select the user to filter the tasks created by the specified user.

Color

Select the color to filter the tasks with the specified color.

Status

Select the status to filter the tasks with the specified status. For example, completed.

Assigned To

Select to choose the option for assignees of the task:

  • All Contacts

  • Choose Role

Role

Select the role of the assignee. For example, Developer.

Assignees

Select the assignees of the task.

Limit

Set the maximum number of tasks Make should return during one scenario execution cycle.

Returns a specified task.

Connection

Establish a connection to your Plutio account.

Task ID

Select the Task ID whose details you want to retrieve.

Creates a new task.

Connection

Establish a connection to your Plutio account.

Title

Enter a name for the task.

Select Task Group Options

Select the option to choose the task group to create the task:

  • Project, Task Group

  • Project, Task Board, and Task Group

Mapping

Select whether you want to map block manually, or select it from the list.

Project ID

Select the Project ID to filter the tasks associated with the project.

Task Board ID

Select the Task Board ID in which you want to create the task.

Task Group ID

Select the Task Group ID in which you want to create the task.

Assigned To

Select to choose the option for assignees of the task:

  • All Contacts

  • Choose Role

Role

Select the role of the assignee. For example, Developer.

Assignees

Select the assignees of the task.

Color

Select the color for the task.

Template

Select the template for the task.

Description Plain

Enter the task details in plain text format.

Description HTML

Enter the task details in HTML format.

Parent Task ID

Select the Parent Task ID if this task is a subtask.

Due Date

Enter the date by when you must complete the task.

Start Date

Enter the date when the task must begin.

Custom Field

Add the custom field and their values.

Updates a specified task.

Connection

Establish a connection to your Plutio account.

Task ID

Select the Task ID whose details you want to update.

Title

Enter a name for the task.

Select Task Group Options

Select the option to choose the task group to create the task:

  • Project, Task Group

  • Project, Task Board, and Task Group

Mapping

Select whether you want to map block manually, or select it from the list.

Project ID

Select the Project ID to filter the tasks associated with the project.

Task Board ID

Select the Task Board ID in which you want to create the task.

Task Group ID

Select the Task Group ID in which you want to create the task.

Assigned To

Select to choose the option for assignees of the task:

  • All Contacts

  • Choose Role

Role

Select the role of the assignee. For example, Developer.

Assignees

Select the assignees of the task.

Color

Select the color for the task.

Template

Select the template for the task.

Description Plain

Enter the task details in plain text format.

Description HTML

Enter the task details in HTML format.

Parent Task ID

Select the Parent Task ID if this task is a subtask.

Due Date

Enter the date by when you must complete the task.

Start Date

Enter the date when the task must begin.

Custom Field

Add the custom field and their values.

Copies a specified task.

Connection

Establish a connection to your Plutio account.

Task ID

Select the Task ID you want to copy.

Select Task Group Options

Select the option to choose the task group of the task:

  • Project, Task Group

  • Project, Task Board, and Task Group

Mapping

Select whether you want to map block manually, or select it from the list.

Project ID

Select the Project ID to which you want to copy the task.

Task Board ID

Select the Task Board ID in which you want to copy the task.

Task Group ID

Select the Task Group ID in which you want to copy the task.

Position

Select the position of the task.

Moves a specified task.

Connection

Establish a connection to your Plutio account.

Task ID

Select the Task ID you want to move.

Select Task Group Options

Select the option to choose the task group of the task:

  • Project, Task Group

  • Project, Task Board, and Task Group

Mapping

Select whether you want to map block manually, or select it from the list.

Project ID

Select the Project ID to which you want to move the task.

Task Board ID

Select the Task Board ID in which you want to move the task.

Task Group ID

Select the Task Group ID in which you want to move the task.

Position

Select the position of the task.

Deletes a specified task.

Connection

Establish a connection to your Plutio account.

Task ID

Select the Task ID you want to delete.

Watches for people.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of people Make should return during one scenario execution cycle.

Searches for people.

Connection

Establish a connection to your Plutio account.

First Name

Enter the first name of the person to filter the people with the specified name.

Last Name

Enter the last name of the person to filter the people with the specified name.

Color

Select the color of the people to filter the results based on the specified color.

Role

Select the role of the people to filter the results based on the specified role.

Status

Select the status of the person to filter the people with the specified status:

  • Active

  • Archived

  • Deleted

  • Inactive

  • Pending

Limit

Set the maximum number of people Make should return during one scenario execution cycle.

Returns a specified person.

Connection

Establish a connection to your Plutio account.

Person ID

Select the Person ID of the person whose details you want to retrieve.

Creates a new person.

Connection

Establish a connection to your Plutio account.

Role

Select the role of the person.

Invite

Select the checkbox to invite the person.

Email

Enter the email address of the person.

Message

Enter the message for the person.

First Name

Enter the first name of the person.

Last Name

Enter the last name of the person.

Website Links

Add the website links of the person. For example, LinkedIn, Facebook.

Color

Select the color for the person.

Status

Select the status of the person:

  • Active

  • Archived

  • Deleted

  • Inactive

  • Pending

Custom Fields

Add the custom fields and their values.

Updates a specified person.

Connection

Establish a connection to your Plutio account.

Person ID

Select the Person ID whose details you want to update.

Role

Select the role of the person.

Invite

Select the checkbox to invite the person.

Email

Enter the email address of the person.

Message

Enter the message for the person.

First Name

Enter the first name of the person.

Last Name

Enter the last name of the person.

Website Links

Add the website links of the person. For example, LinkedIn, Facebook.

Color

Select the color for the person.

Status

Select the status of the person:

  • Active

  • Archived

  • Deleted

  • Inactive

  • Pending

Custom Fields

Add the custom fields and their values.

Deletes a specified person.

Connection

Establish a connection to your Plutio account.

Person ID

Select the Person ID whom you want to delete.

Delete

Select whether you want to delete the person. If yes is selected, the person will be removed, or the person will be made inactive.

Watches for forms.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of forms Make should return during one scenario execution cycle.

Watches for templates.

Connection

Establish a connection to your Plutio account.

Limit

Set the maximum number of templates Make should return during one scenario execution cycle.

Watches for events selected in Plutio webhooks settings.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Plutio account.

1. Open the Watch Notifications module, establish a connection, click Save, and copy the URL address to the clipboard.

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2. Login to your Plutio account.

3. Click Settings > API Manager > Select the connection in which you want to add the webhook.

4. In the Webhook URL field, enter the URL address copied in step 1, and enable the webhook.

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Other

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your Plutio account.

URL

Enter a path relative to https://api.plutio.com/. For example: /v1.8/business.

For the list of available endpoints, refer to the Plutio API Documentation.

Method

Select the HTTP method you want to use:

GETto retrieve information for an entry.

POSTto create a new entry.

PUTto update/replace an existing entry.

PATCHto make a partial entry update.

DELETEto delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we've already done that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - Get Companies

The following API call returns all the companies from your Plutio account:

URL:/v1.8/companies

Method:GET

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Matches of the search can be found in the module's Output under Bundle > Body. In our example, 3 companies were returned:

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Change log between Plutio [v2] and Plutio [v1]

  1. New modules - Groups PROJECTS, BLOCKS, PROPOSALS, TASK BOARDS, TASK GROUPS.

  2. New search modules in every group of modules.

  3. Parameter Clients - added a selection for "person" and "company". Therefore both types of clients are supported now.

  4. Parameter Assignee - added a selection for "role". Therefore it is easier to work with assignees, because they are now retrieved by a role.

  5. Custom fields - all create/update modules that work with custom fields now dynamically generate a ready-to-use block of fields.

  6. Items in Create an Invoice/Proposal - modules now support block of "items".

  7. Items in Update an Invoice/Proposal - modules now support adding/removing blocks with "items".

  8. Parameter Status - dynamically retrieved from the account for every entity that works with status.