Connect inFlow Inventory and Pleo

Both apps 104inFlow Inventory 78Pleo 26

• Trigger
  New or Updated Customer

  Triggers when a customer is created or updated.

• Trigger
  New or Updated Manufacturing Order

  Triggers when a manufacturing order is created or updated.

• Trigger
  New or Updated Purchase Order

  Triggers when a purchase order is created or updated.

• Trigger
  New or Updated Purchase Quote

  Triggers when a purchase quote is created or updated.

• Trigger
  New or Updated Sales Order

  Triggers when a sales order is created or updated.

• Trigger
  New or Updated Sales Quote

  Triggers when a sales quote is created or updated.

• Trigger
  New or Updated Stock Adjustment

  Triggers when a stock adjustment is created or updated.

• Trigger
  New or Updated Stock Count

  Triggers when a stock count is created or updated.

• Trigger
  New or Updated Stock Transfer

  Triggers when a stock transfer is created or updated.

• Trigger
  New or Updated Vendor

  Triggers when a vendor is created or updated.

• Action
  Approve Purchase Order

  Approves an existing purchase order in inFlow, the same as clicking Approve in the inFlow app, and returns the updated purchase order.

• Action
  Convert Purchase Quote to Purchase Order

  Converts a purchase quote into a purchase order, the same as the Convert to order action in inFlow.

• Action
  Convert Sales Quote to Sales Order

  Converts an inFlow sales quote into a sales order, the same as the Convert to order action in inFlow.

• Action
  Create a Product

  Creates a new product in inFlow Inventory.

• Action
  Create a Sales Order

  Creates a new sales order (or sales quote) in inFlow for a customer, with optional product lines, addresses and custom fields.

• Action
  Create a Stock Adjustment

  Creates a stock adjustment

• Action
  Create a Stock Count

  Creates a stock count

• Action
  Create a Stock Count Sheet

  Creates a new stock count sheet.

• Action
  Create a Stock Transfer

  Creates a stock transfer

• Action
  Create a Vendor

  Creates a vendor

• Action
  Create Customer

  Creates a customer

• Action
  Create Manufacturing Order

  Creates a new manufacturing order

• Action
  Create Purchase Order

  Creates a purchase order

• Action
  Find a Adjustment Reason

  Finds adjustment reasons in inFlow Inventory by name.

• Action
  Find a Category

  Finds categories whose name contains the text you enter and returns the first match plus every match.

• Action
  Find a Count Sheet

  Looks up an inFlow count sheet by its ID.

• Action
  Find a Custom Document

  Finds inFlow records of the document type you choose (customers, vendors, products, sales orders, purchase orders and more) whose chosen field matches a value. Returns the first match plus every match on the first page.

• Action
  Find a Customer

  Returns the inFlow customers that match the given criteria (name, email, phone, address and more).

• Action
  Find a Location

  Returns up to 100 inFlow locations whose name contains the given text.

• Action
  Find a Manufacturing Order

  Finds manufacturing orders in inFlow by order number, status, dates, location or assignee. Returns every match plus the first matching order.

• Action
  Find a Payment Term

  Finds payment terms in inFlow whose name contains the given text.

• Action
  Find a Pricing Scheme

  Returns the pricing schemes whose name contains the specified text.

• Action
  Find a Product

  Returns up to 100 inFlow products matching the name, barcode, description, smart search text or other filters supplied.

• Action
  Find a Purchase Order

  Finds purchase orders by order number or other filters and returns the matches.

• Action
  Find a Sales Order

  Search for the details of a sales order by a Sales Order ID or Sales Order Number.

• Action
  Find a Stock Adjustment

  Search for the details of a Stock Adjustment by a Stock Adjustment ID or Stock Adjustment Number.

• Action
  Find a Stock Count

  Search for the details of a Stock Count by a Stock Count ID or Stock Count Number.

• Action
  Find a Stockroom Scan

  Finds stockroom scans by scan number. inFlow has deprecated this endpoint; newer scans are recorded as stock adjustments.

• Action
  Find a Stock Transfer

  Search for the details of a Stock Transfer by a Stock Transfer ID or Stock Transfer Number.

• Action
  Find a Taxing Scheme

  Search for the details of a taxing scheme by Name.

• Action
  Find a Vendor

  Finds inFlow vendors matching name, contact, email, phone, address or other filters, returning the first match and the full list.

• Action
  Find or Create a Customer Document

  Finds a customer whose name exactly matches the given name; if none exists, creates one with the supplied details. Returns the customer record either way.

• Action
  Find or Create a Manufacturing Order Document

  Searches for a manufacturing order document by document type.

• Action
  Find or Create a Product

  Returns the product with exactly the given name, creating it first if no such product exists.

• Action
  Find or Create a Purchase Order Document

  Searches for a purchase order document by document type.

• Action
  Find or Create a Sales Order Document

  Looks up a sales order by its order number and returns it; if no order has that number, creates a new sales order with it.

• Action
  Find or Create a Stock Adjustment Document

  Searches for a stock adjustment document by document type.

• Action
  Find or Create a Stock Count Document

  Searches for a stock count document by document type.

• Action
  Find or Create a Stock Transfer Document

  Searches for a stock transfer document by document type.

• Action
  Find or Create a Vendor

  Searches for a vendor by ID or name and creates a new vendor if it doesn't exist.

• Action
  Find or Create a Vendor Document

  Searches for a vendor document by document type.

• Action
  Find or Create Customer

  Finds a customer by exact name; if none exists, creates one with the supplied details.

• Action
  Find or Create Customer by Email

  Looks up an inFlow customer by exact email address and returns it; if none exists, creates a new customer with that email.

• Action
  Find or Create Vendor by Email

  Searches for a vendor by Email and/or name and creates a new vendor if it doesn't exist.

• Action
  Fulfill Purchase Order

  Marks every line of a purchase order as received and adds the corresponding stock, the same as the Fulfill button in inFlow.

• Action
  Fulfill Sales Order

  Quick-fulfills a sales order in one step.

• Action
  Invoice Sales Order

  Quick-invoices a sales order.

• Action
  List Customers

  Returns all customers in the inFlow account, with pagination.

• Action
  List Locations

  Lists the locations (warehouses, stores) in your inFlow account.

• Action
  List Manufacturing Orders

  Lists manufacturing orders in inFlow, optionally filtered by number, status, dates, location or assignee. Returns up to 100 orders.

• Action
  List Products

  Lists products in inFlow, optionally filtered by name, description, barcode, type, category, lot tracking, modification date or a smart search. Returns up to 100 products.

• Action
  List Purchase Orders

  Returns all purchase orders, with pagination.

• Action
  List Sales Orders

  Returns all sales orders, with pagination.

• Action
  List Stock Counts

  Returns all stock counts, with pagination.

• Action
  List Vendors

  Returns all vendors in the inFlow account, with pagination.

• Action
  Pay Sales Order

  Marks an inFlow sales order as paid, the same as the Mark paid button in inFlow.

• Action
  Ship Sales Order

  Marks a sales order as quick-shipped (final fulfillment step).

• Action
  Update a Manufacturing Order

  Updates an existing manufacturing order by ID. Only the fields you fill in are changed.

• Action
  Update a Product

  Updates a product given their ID.

• Action
  Update a Purchase Order

  Updates an existing purchase order in inFlow by ID. Only the fields you fill in are changed.

• Action
  Update a Sales Order

  Updates a sales order given their ID.

• Action
  Update a Stock Adjustment

  Updates a stock adjustment given their ID.

• Action
  Update a Stock Count

  Updates a stock count given their ID.

• Action
  Update a Stock Count Sheet

  Updates a stock count sheet.

• Action
  Update a Stockroom Scan

  Updates a stockroom scan in inFlow. inFlow marks this endpoint deprecated; new scans are stored as stock adjustments.

• Action
  Update a Stock Transfer

  Updates a stock transfer given their ID.

• Action
  Update Customer

  Updates a customer given their ID.

• Action
  Update Vendor

  Updates an existing vendor by ID. Fields left blank keep their current values.

• 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.