Integration
Plutio: Plutio stays the source of truth for billing — Conopeum handles the work.
Link customers to Plutio projects, then two-way sync tasks, assigned-email comments, and time entries. Plutio owns projects and invoicing; Conopeum owns the daily work.
Why teams use Plutio with Conopeum
- Two-way task sync between Conopeum sections and Plutio project tasks.
- Comments from assigned emails flow back into Plutio so client history stays complete.
- Time entries push to Plutio for invoicing — no double entry.
- Multiple customers can be linked to a single Plutio project (shared projects).
- Amber warning in the UI when a project is shared so you know changes affect multiple customers.
How it works
- 1
Connect Plutio
Settings → Integrations → Plutio. Paste your API credentials.
- 2
Link customers to projects
On each customer, pick the Plutio project(s) they belong to. Multiple customers can share one project.
- 3
Work in Conopeum
Create tasks, log time, and reply to client emails as normal. Plutio stays in sync in the background.
Frequently asked
Can two customers share one Plutio project?
Yes. Conopeum shows an amber warning on shared projects so you know changes affect multiple customer views.
What syncs to Plutio?
Tasks, assigned-email comments, and time entries. Plutio remains the source of truth for projects, invoices, and customers.
What if I disconnect?
The sync stops but the data stays on both sides.
Ready to connect Plutio?
Start a free Conopeum trial and finish the setup in under five minutes.