Integration
Connect G2 Crowd and Pleo
When New Review fires in G2 Crowd, your agent runs Add account in Pleo, or New Employee in Pleo to Get Current User in G2 Crowd. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want G2 Crowd and Pleo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What G2 Crowd and Pleo can do together
From G2 Crowd to Pleo
When New Review in G2 Crowd
then Add account in Pleo
When New Visit Event in G2 Crowd
then Add tag group in Pleo
From Pleo to G2 Crowd
When New Employee in Pleo
then Get Current User in G2 Crowd
When New Expense in Pleo
then Add Product in G2 Crowd
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with G2 Crowd and Pleo
Triggers and actions 6 triggers · 42 actions
Trigger
New ReviewTriggers when a new review is published for one of your G2 products.
Trigger
New Visit EventTriggers when G2 records new buyer-intent activity (a company researching your product, by day).
Action
Add ProductSubmits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
Action
Add Product mappingCreates a mapping between your own product identifier and a G2 product.
Action
Find ProductsSearches G2 product listings whose name contains the given text.
Action
Get CategoryReturns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
Action
Get Current UserReturns the G2 user that owns the API token, with their ID and email.
Action
Get ProductReturns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
Action
Get Product ratingsReturns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
Action
Get QuestionReturns a single G2 review question by its ID, including its title, text, type and whether it is required.
Action
List Buyer intentReturns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
Action
List CategoriesReturns G2 software categories.
Action
List CompetitorsReturns the products G2 lists as competitors of a given product.
Action
List DiscussionsReturns the discussions (community questions) posted about a G2 product, up to 250 per call.
Action
List MedalsReturns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
Action
List Product FeaturesReturns the features of a G2 product, with ratings, review counts and categories.
Action
List Product mappingsReturns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
Action
List Product ReviewsReturns reviews written about one of your G2 products.
Action
List QuestionsReturns the list of G2 review questions, optionally filtered by created or updated date.
Trigger
New EmployeeTriggered when a new employee is added in Pleo.
Trigger
New ExpenseTriggers when a new expense (accounting entry) is recorded in Pleo.
Trigger
New ReceiptTriggers when a new receipt is uploaded to an expense in Pleo.
Trigger
New TagTriggers when a new tag is added to the selected tag group.
Action
Add accountCreates 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 groupCreates a new tag group (a cost-centre dimension such as Projects or Departments) in Pleo.
Action
Add tax codeCreates a tax code in a Pleo company, with its name, rate and type.
Action
Add teamCreates a new team in a Pleo company or organisation and returns the created team.
Action
Create TagCreates a new tag in a Pleo tag group, such as a cost centre or project, and returns the created tag.
Action
Delete tagDeletes a tag from Pleo by its ID.
Action
Delete tag groupDeletes a tag group from Pleo by its ID.
Action
Delete tax codeDeletes a tax code from a Pleo company.
Action
Get an EmployeeReturns one Pleo employee by ID, including their name, email, job title, phone, role, company and avatar.
Action
Get company balanceReturns the current balance of every Pleo account belonging to a company, including available funds, pending debits and overdraft.
Action
Get ExpenseReturns a single Pleo expense (accounting entry) by its ID, including its amounts, merchant, category, tags, review and export status, and receipt IDs.
Action
Get ReceiptReturns one receipt attached to an expense, including a temporary link to download the receipt file.
Action
Get tagReturns a Pleo tag by its ID, including its name, code, tag group and archived status.
Action
Get tag groupReturns a tag group by its ID, including its name, code, archived status, metadata and total number of tags.
Action
Get Tax CodeReturns a single tax code from Pleo, including its name, rate, type and archived status.
Action
Get teamReturns 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 accountsReturns the accounts in a Pleo company's chart of accounts, optionally narrowed by name, code, external ID, account ID or archived status.
Action
List employeesReturns the employees in your Pleo company, optionally filtered by company, email or external ID.
Action
List tag groupsReturns the tag groups for a Pleo company, or for all companies in an organisation.
Action
List tagsReturns the tags in a Pleo tag group, optionally including archived tags.
Action
List tax codesReturns the tax codes for a Pleo company, optionally filtered by code, type, archived status or specific tax code IDs.
Action
List teamsReturns the teams in a Pleo company or organisation, optionally filtered by name, member employee or team.
Action
Update tagUpdates a tag's code, name, archived state and additional dimension values in Pleo, and returns the updated tag.
Action
Update tag groupUpdates a tag group's name, code, archived status and metadata. All values replace the tag group's current ones.
Action
Update tax codeUpdates 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.
Each app on its own
Reviews
What our customers say
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Questions
G2 Crowd and Pleo, answered
What can start an automation from G2 Crowd?
Any of G2 Crowd's 2 triggers in the catalog, including New Review and New Visit Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pleo when something happens in G2 Crowd?
Any of Pleo's 25 actions, including Create Tag, Update tag, Update tag group and Update tax code. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pleo to G2 Crowd?
Yes. When something happens in Pleo, your agent can act in G2 Crowd too. This page covers both directions: Pleo's triggers and G2 Crowd's actions are listed here as well.
Do I have to build a connector for G2 Crowd or Pleo?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use G2 Crowd and Pleo without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.