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Can I update proposal status from draft to pending and get it's link url on Plutio?

Neo Wang

Member
Hi,
I need Create proposal from template on Plutio, then change status from draft to pending, then get it's link url to send from Gmail, can I do that?
And Also need create Company with person, but only have create company without person or create person without Company, can you add it?
Thanks.
 

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Pabblymember11

Guest
Hey @Neo Wang

It seems like while creating a proposal, Plutio doesn't give any link URL to send it further. Although to create a Company with a person, so for this you need to first create a person then you need to map the ID of the person who is created to the "Create a Company".


2021-11-16_12h04_08.png


Moreover, if you need any other endpoint or any other feature, kindly post a request over here

- https://pabbly.hellonext.co/

Our Integration team will look into it.

Thanks!
 
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