Connect OfficeRnD and Pleo

Both apps 71OfficeRnD 42Pleo 29

• Trigger
  New Booking

  Triggers when a new booking is added.

• Trigger
  New Company

  Triggers when a new company is added.

• Trigger
  New Contract

  Triggers when a new contract is added.

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Invoice

  Triggers when a new invoice is added.

• Trigger
  New Member/Member Status Updated

  Triggers when a new member is added or a member's status changes.

• Trigger
  New Membership

  Triggers when a new membership is added.

• Trigger
  New Opportunity

  Triggers when a new opportunity is added.

• Trigger
  New Post

  Triggers when a new community post is added.

• Trigger
  New Visitor Check-In

  Triggers when a visitor checks in.

• Action
  Add ticket

  Creates a new help-desk ticket in OfficeRnD on behalf of a member.

• Action
  Add ticket comment

  Adds a comment to an existing OfficeRnD ticket on behalf of a member.

• Action
  Add visit

  Records a new visit by a visitor at one of your locations, optionally hosted by a member.

• Action
  Check in member

  Checks a member in to a location in OfficeRnD, returning the new check-in.

• Action
  Create Booking

  Creates a booking of a room, desk or other resource.

• Action
  Create Company

  Creates a new company at a location.

• Action
  Create Event

  Creates a community event at a location.

• Action
  Create Member

  Creates a new member at a location.

• Action
  Create Membership

  Creates a membership on a plan for a member or company.

• Action
  Create One-Off Fee

  Creates a one-off fee for a member or company.

• Action
  Create Opportunity

  Creates a sales opportunity for a member or company.

• Action
  Create Post

  Publishes a community post to one or more locations.

• Action
  Create Visitor

  Registers a new visitor.

• Action
  Delete member

  Deletes a member from your OfficeRnD organization and returns the deleted member's details.

• Action
  Find Booking

  Finds a booking by ID or reference and returns the first match.

• Action
  Find Company

  Finds a company by ID, name or email and returns the first match.

• Action
  Find Location

  Finds a location by ID or name and returns the first match.

• Action
  Find Member

  Finds a member by ID, name or email and returns the first match.

• Action
  Find opportunities

  Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.

• Action
  Find payments

  Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.

• Action
  Find plans

  Finds billing plans by name, code, ID, location or date, returning the matching plans.

• Action
  Find resources

  Finds rooms, desks and other space resources by name, ID, location or type.

• Action
  Find tickets

  Returns support tickets matching the filters you give, such as status, company, member or location.

• Action
  Find visitors

  Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.

• Action
  Terminate contract

  Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.

• Action
  Update Booking

  Updates the time, resource or details of an existing booking.

• Action
  Update company

  Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.

• Action
  Update event

  Updates the title or venue of an existing community event in OfficeRnD.

• Action
  Update member

  Updates an existing member's details, such as name, email, phone, address, billing details, portal privacy, social profiles, tags and custom properties.

• Action
  Update membership

  Updates an existing membership's price, start date, end date or custom properties.

• Action
  Update opportunity

  Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.

• Action
  Update ticket

  Updates an existing support ticket's subject, message, severity, priority or status.

• 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 Receipt

  Triggers when a new receipt is uploaded to an expense 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 Receipt

  Returns one receipt attached to an expense, including a temporary link to download the receipt file.

• 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.