Connect Instantly and Pleo

Both apps 49Instantly 23Pleo 26

• Trigger
  New Event

  Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

• Action
  Activate campaign

  Starts a campaign, or resumes a paused one, and returns the updated campaign.

• Action
  Add campaign

  Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

• Action
  Add lead list

  Creates a new lead list in Instantly for storing leads.

• Action
  Add Lead to Campaign

  Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

• Action
  Add Tags to Campaigns

  Assigns one or more custom tags to one or more campaigns.

• Action
  Add to Blocklist

  Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

• Action
  Create a New Tag

  Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

• Action
  Delete blocklist entry

  Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

• Action
  Delete lead

  Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

• Action
  Find Lead

  Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

• Action
  Get Blocklist Entry

  Returns a single block list entry (a blocked email address or domain) by its ID.

• Action
  Get campaign

  Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

• Action
  Get lead

  Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

• Action
  List campaigns

  Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

• Action
  List lead lists

  Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

• Action
  List leads

  Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

• Action
  List Tag Mappings

  Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

• Action
  Pause campaign

  Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

• Action
  Remove Lead From Campaign

  Removes one or more leads from an Instantly campaign, deleting them from that campaign.

• Action
  Remove Tags From Campaigns

  Removes one or more custom tags from Instantly campaigns.

• Action
  Update lead

  Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

• Action
  Update Lead Status

  Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

• 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.