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Create a Task in Plutio from a Task template

peter

Member
I'm trying to create a task in Plutio, based on a template. From what I understand you need to:
1. Create a Task action, based on a template
2. Then add another Task action to update the fields.

I've tried doing this in Pabbly:
Trigger: [WebHook is a form response from a Plutio form]
Action:
App: Plutio
Action Event: Create Task
Title: /template [Plutio task template ID]

If I enter the task template ID, say (fla6oWBIsZ21FhgV7), and "Save and Send Task Request", I get a task created with that title: fla6oWBIsZ21FhgV7. But it's not a template.
Note: I can get the data submitted form the Plutio form Ok.

I've also tried:
Title: /template [Plutio task template name]
Title: [Plutio task template name]
Title: [Plutio task template ID]

Any advice please?
 

Attachments

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Hermes

Active member
@peter Parameters should be:
token
templateId
taskGroupId
title

If a task is added, immediately create an action to change the task (use taskid from step above) and edit the values you need to change.
 

Supreme

Well-known member
Staff member
Hey @peter @Hermes

Please check this out we have successfully added the "Create Task by Template" endpoint in the "Plutio" App.


2021-04-14.png



Also please do test this at your end.
 
Last edited by a moderator:

peter

Member
Thank you Supreme and Hermes!

I can confirm the "Create Task by Template" is working.

As Hermes mentioned in #2 above, it's a 3 step process:
1. App: Webhook [capture Plutio form data]
2. Action: Plutio : Create Task by Template
Enter the Required fields and Start/Due dates
3. Action: Plutio : Update a Task
Update the required fields with your required values
 
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