Connect More Good Reviews and Pleo

Both apps 63More Good Reviews 36Pleo 27

• Trigger
  Customers: New Customer

  Triggers when a new customer is added to your More Good Reviews project.

• Trigger
  Reviews: New Review

  Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet.

• Action
  Asks: Create Ask

  Schedules a review request to a customer by email and/or SMS, with optional reminder messages.

• Action
  Charges: Create Charge

  Records a revenue charge for a customer, identified by email or phone, from an external billing system.

• Action
  Charges: Delete Charge

  Permanently deletes a mistaken charge (revenue event) from the project.

• Action
  Customers: Archive Customer

  Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them.

• Action
  Customers: Cancel Customer Unsent Messages

  Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer.

• Action
  Customers: Create Customer

  Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply.

• Action
  Customers: Delete Customer

  Deletes a customer from your More Good Reviews project.

• Action
  Customers: Get Customer

  Returns one customer in your project, including their contact details, location and tags.

• Action
  Customers: List Customer Charges

  Returns the revenue charges recorded for one customer, newest first.

• Action
  Customers: List Customer Messages

  Returns the outreach message history (email and SMS review requests) for one customer.

• Action
  Customers: List Customers

  Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted.

• Action
  Customers: Resubscribe Customer

  Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again.

• Action
  Customers: Unarchive Customer

  Restores an archived customer so review requests and integrations treat them as active again.

• Action
  Customers: Unsubscribe Customer

  Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them.

• Action
  Customers: Update Customer Notes

  Replaces the internal notes stored on a More Good Reviews customer.

• Action
  Customers: Update Customer Tags

  Replaces the tags assigned to a customer with the provided list of tag slugs.

• Action
  Locations: Get Location

  Returns a single project location, including its name, display name, slug, store code and address.

• Action
  Locations: List Locations

  Returns every active location on the More Good Reviews project, including each location's slug, store code and address.

• Action
  Locations: Update Location

  Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed.

• Action
  Messages: Delete Message

  Deletes a scheduled or sent outreach message from the project.

• Action
  Reviews: Delete Review

  Deletes a review from the More Good Reviews project.

• Action
  Reviews: List Reviews

  Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date.

• Action
  Reviews: Mark Review Replied

  Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text.

• Action
  Reviews: Update Review Duplicate Flag

  Marks a review as a duplicate, or clears its duplicate mark.

• Action
  Reviews: Update Review Tags

  Replaces all tags on a review with the given list of tag slugs.

• Action
  Reviews: Update Review Visibility

  Shows or hides a review in More Good Reviews public displays.

• Action
  Sources: Create Source

  Creates a review source in your More Good Reviews project, such as a platform where reviews are collected.

• Action
  Sources: Delete Source

  Deletes a review source from the project when it is no longer used.

• Action
  Sources: List Sources

  Returns the review sources (such as Google or Facebook) available for the project's reviews.

• Action
  Sources: Update Source

  Updates the name, slug, color, or icon of an existing review source.

• Action
  Tags: Create Tag

  Creates a tag in your More Good Reviews project for organizing customers or reviews.

• Action
  Tags: Delete Tag

  Deletes a tag from the project, removing it from use on customers and reviews.

• Action
  Tags: List Tags

  Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags.

• Action
  Tags: Update Tag

  Updates an existing tag's name, slug, color, icon, or AI tagging settings.

• Trigger
  New Employee

  Triggered when a new employee is added in Pleo.

• Trigger
  New Expense

  Triggers when a new expense (accounting entry) is recorded 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.