Connect Air and Pleo

Both apps 58Air 32Pleo 26

• Trigger
  Asset Custom Field Updated

  Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets.

• Trigger
  Board Custom Field Updated

  Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values.

• Trigger
  New Asset

  Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search.

• Trigger
  New Board

  Triggers when a new board is created in your Air workspace.

• Trigger
  Tag Added to Asset

  Triggers when a tag is added to an asset in your Air workspace, once per asset and tag.

• Action
  Add Assets to a Board

  Adds one or more assets to a board in your Air workspace.

• Action
  Add Guest to a Board

  Invites a person by email as a guest on an Air board with the chosen guest role.

• Action
  Add Tags to an Asset Version

  Adds an existing tag to a specific version of an asset in Air.

• Action
  Apply a Custom Field to a Board

  Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields.

• Action
  Apply a Custom Field to an Asset

  Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields.

• Action
  Apply Custom Fields to an Asset

  Sets the value or selected options of one custom field on an Air asset.

• Action
  Create a Board

  Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board.

• Action
  Create a Custom Field

  Creates a new custom field in the Air workspace, optionally with its list of choices for a select field.

• Action
  Find Assets

  Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range.

• Action
  Find Boards

  Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first.

• Action
  Find Custom Fields

  Searches the workspace's custom fields by name and returns the matching fields.

• Action
  Find Guests of a Board

  Returns the guests of an Air board, accepted guests first, optionally filtered by email address.

• Action
  Generate an Upload URL

  Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to.

• Action
  Get Asset by ID

  Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs).

• Action
  Get Asset Parent Boards

  Returns the boards that contain a given Air asset, most recently created first.

• Action
  Get Asset Version by ID

  Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata.

• Action
  Get Board by ID

  Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values.

• Action
  Get Custom Field by ID

  Returns one Air custom field, including its name, type and the choices of a select field.

• Action
  Get or Create Tags

  Returns the tag with the given name, creating it in the Air workspace first if it does not already exist.

• Action
  Import a File From a URL

  Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status.

• Action
  Remove an Asset From a Board

  Removes an asset from a board in your Air workspace. The asset itself is not deleted.

• Action
  Remove Guest From a Board

  Removes a guest from a board, revoking their access to it.

• Action
  Status of an Import

  Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed.

• Action
  Update a Board

  Updates the title, description or parent board of an existing Air board.

• Action
  Update an Asset Version

  Updates the title and/or description of an asset version in Air.

• Action
  Update Role of Guest

  Changes the role of a guest on an Air board.

• Action
  Upload a File

  Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset.

• Trigger
  New Employee

  Triggered when a new employee is added in Pleo.

• Trigger
  New Tag

  Triggers when a new tag is added to the selected tag group.

• Action
  Add account

  Creates an account in a Pleo company's chart of accounts, matching a record in your accounting system, and returns the new account.

• Action
  Add tag group

  Creates a new tag group (a cost-centre dimension such as Projects or Departments) in Pleo.

• Action
  Add tax code

  Creates a tax code in a Pleo company, with its name, rate and type.

• Action
  Add team

  Creates a new team in a Pleo company or organisation and returns the created team.

• Action
  Create Tag

  Creates a new tag in a Pleo tag group, such as a cost centre or project, and returns the created tag.

• Action
  Delete tag

  Deletes a tag from Pleo by its ID.

• Action
  Delete tag group

  Deletes a tag group from Pleo by its ID.

• Action
  Delete tax code

  Deletes a tax code from a Pleo company.

• Action
  Get an Employee

  Returns one Pleo employee by ID, including their name, email, job title, phone, role, company and avatar.

• Action
  Get company balance

  Returns the current balance of every Pleo account belonging to a company, including available funds, pending debits and overdraft.

• Action
  Get Expense

  Returns a single Pleo expense (accounting entry) by its ID, including its amounts, merchant, category, tags, review and export status, and receipt IDs.

• Action
  Get tag

  Returns a Pleo tag by its ID, including its name, code, tag group and archived status.

• Action
  Get tag group

  Returns a tag group by its ID, including its name, code, archived status, metadata and total number of tags.

• Action
  Get Tax Code

  Returns a single tax code from Pleo, including its name, rate, type and archived status.

• Action
  Get team

  Returns a Pleo team by its ID, including its name, code, company, organisation and employee IDs. An error occurs if the team is not found.

• Action
  List accounts

  Returns the accounts in a Pleo company's chart of accounts, optionally narrowed by name, code, external ID, account ID or archived status.

• Action
  List employees

  Returns the employees in your Pleo company, optionally filtered by company, email or external ID.

• Action
  List tag groups

  Returns the tag groups for a Pleo company, or for all companies in an organisation.

• Action
  List tags

  Returns the tags in a Pleo tag group, optionally including archived tags.

• Action
  List tax codes

  Returns the tax codes for a Pleo company, optionally filtered by code, type, archived status or specific tax code IDs.

• Action
  List teams

  Returns the teams in a Pleo company or organisation, optionally filtered by name, member employee or team.

• Action
  Update tag

  Updates a tag's code, name, archived state and additional dimension values in Pleo, and returns the updated tag.

• Action
  Update tag group

  Updates a tag group's name, code, archived status and metadata. All values replace the tag group's current ones.

• Action
  Update tax code

  Updates an existing tax code in Pleo, including its name, rate, type and archived status, and returns the updated tax code.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.