Create a Task in Plutio from a Task template

Status: Closed · Asked by peter on · 0 views

peter — Question ·

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

task.jpg
Hermes — Reply ·

Create from template is not yet in Plutio (i see now). The difference between create task from template and this way (just create task) is that subtasks wont be available (they are in templates) and colours. So if you want to be able to create task from template you need to request that here: https://pabbly.hellonext.co/roadmap/b/Update-Existing-Application

Best regards,
[EMAIL='[email hidden]']Hermes[/EMAIL]
Connect with me on LinkedIn
Hermes — Reply ·

@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.

Best regards,
[EMAIL='[email hidden]']Hermes[/EMAIL]
Connect with me on LinkedIn
Pabblymember11 — Reply ·

Hey @peter @Hermes

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

Also please do test this at your end.

peter — Reply ·

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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