Connect Easy Project and Pleo

Both apps 40Easy Project 14Pleo 26

• Trigger
  New Project

  Triggers when a new project is created in Easy Project.

• Trigger
  New Task

  Triggers when a new task is created in Easy Project.

• Trigger
  Task Comments Web Hook Trigger

  Triggers when a comment is added to a task in Easy Project.

• Action
  Create Planned Project Expense

  Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date.

• Action
  Create Project

  Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values.

• Action
  Create Project Expense

  Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields.

• Action
  Create Project Income

  Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields.

• Action
  Create Task

  Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values.

• Action
  Create Time Entry

  Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date.

• Action
  Find Project

  Returns the projects whose details match the search text you supply.

• Action
  Get Planned Project Expense

  Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags.

• Action
  Get Project Expense

  Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags.

• Action
  Get Project Income

  Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags.

• Action
  Update Task

  Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it.

• 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.