Connect Booker Merchant and Pleo

Both apps 85Booker Merchant 59Pleo 26

• Trigger
  New Customer

  Triggered when a new customer is added at a location.

• Trigger
  New Order

  Triggered when a new order is added at a location.

• Trigger
  New or Updated Appointment

  Triggered when an appointment is added or updated.

• Trigger
  New or Updated Appointment Treatment

  Triggered when an appointment treatment line is added or updated.

• Trigger
  New or Updated Customer

  Triggered when a customer is added or updated.

• Trigger
  Updated Customer

  Triggered when an existing customer is updated.

• Action
  Create Customer

  Create a new customer.

• Action
  Create Dependent Customer

  Create a customer that belongs to another customer's account.

• Action
  Create Employee

  Create a new employee.

• Action
  Create Membership

  Create a new membership.

• Action
  Create Room

  Create a new room.

• Action
  Create Special

  Create a special/promotion at a location.

• Action
  Delete Customer

  Delete a customer.

• Action
  Delete Employee

  Delete an employee.

• Action
  Delete Membership

  Delete a membership.

• Action
  Delete Room

  Delete a room.

• Action
  Find Appointments

  List appointments at a location within a date range.

• Action
  Find Customers

  List/search customers at a location.

• Action
  Find Employees

  List employees/staff at a location.

• Action
  Find Location

  Find a single location matching your filters.

• Action
  Find Locations

  List locations for the merchant account.

• Action
  Find Orders

  List orders at a location.

• Action
  Find Packages

  Search the packages a location sells.

• Action
  Find Products

  Search the products available to sell on an order.

• Action
  Find Rooms

  Search the treatment rooms at a location.

• Action
  Find Series

  Search the service series a location sells.

• Action
  Find Specials

  List active specials/promotions at a location.

• Action
  Find Treatments

  List bookable treatments/services at a location.

• Action
  Get Appointment

  Get a single appointment by ID.

• Action
  Get Appointment By Booking Number

  Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.

• Action
  Get Appointments

  Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.

• Action
  Get Customer

  Get a single customer by ID.

• Action
  Get Customer Appointments

  List the appointments booked for one customer.

• Action
  Get Customer Types

  List the customer types configured at a location.

• Action
  Get Employee

  Get a single employee by ID.

• Action
  Get Employee Schedule

  Retrieve an employee's working schedule.

• Action
  Get Gift Certificate Templates

  List the gift certificate templates a location offers.

• Action
  Get Location

  Get a single location by ID.

• Action
  Get Location Cancellation Policy

  Retrieve a location's cancellation policy.

• Action
  Get Location Categories

  List a location's service categories.

• Action
  Get Location Return Policy

  Retrieve a location's return policy.

• Action
  Get Location Schedule

  Get a location's day schedule / business hours.

• Action
  Get Location Sub Categories

  List the sub-categories under a location's service category.

• Action
  Get Package

  Retrieve a package by its id.

• Action
  Get Product Categories

  List the product categories available.

• Action
  Get Product Sub Categories

  List the product sub-categories available.

• Action
  Get Quantity In Stock

  Check the stock level of a product.

• Action
  Get Room

  Retrieve a room by its id.

• Action
  Get Special By Code

  Retrieve a promotional special using its code.

• Action
  Get Treatment

  Get a single treatment/service by ID.

• Action
  Update Customer

  Update a customer record.

• Action
  Update Employee

  Update an existing employee.

• Action
  Update Employee Schedule

  Update an employee's working schedule.

• Action
  Update Location

  Update an existing location.

• Action
  Update Location Cancellation Policy

  Update a location's cancellation policy.

• Action
  Update Location Weekly Day Schedule

  Update a location's weekly opening hours.

• Action
  Update Membership

  Update an existing membership.

• Action
  Update Room

  Update an existing room.

• Action
  Update Treatment

  Update an existing treatment.

• 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.