Connect Pleo to Attentive

Both apps 39Pleo 26Attentive 13

• 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.

• Action
  Add to Cart

  Records that a shopper added a product to their cart in Attentive, so cart-abandonment journeys can fire.

• Action
  Custom Attributes

  Sets custom attributes (such as age, birthday or favorite team) on an Attentive user identified by phone, email, or external identifier.

• Action
  Custom Events

  Sends a custom event (such as "Order Shipped") for a user to Attentive, which can trigger Journeys.

• Action
  Delete Request

  Creates a privacy (CCPA) deletion request that deletes a subscriber within thirty days, identified by email, phone or client user id.

• Action
  Get Custom Attributes for a User

  Returns all custom attributes (name and value) stored on an Attentive user, looked up by phone number or email.

• Action
  Get Subscription Eligibility for a User

  Returns the subscription types and channels (SMS or email) a subscriber is eligible to receive messages on, looked up by phone number or email.

• Action
  Identity

  Associates a client user identifier or custom identifiers with an Attentive subscriber identified by phone, email, Shopify ID or Klaviyo ID.

• Action
  Lookup Product Catalog Ingestion

  Returns the status, validation errors and product counts of a product catalog upload.

• Action
  Product View

  Records that a shopper viewed one or more products in Attentive, so product-view journeys can fire.

• Action
  Purchase

  Records a purchase (order) event for a shopper in Attentive so it can trigger purchase-based journeys.

• Action
  Subscribe User

  Opts a person in to Attentive text or email subscriptions by phone or email, using a sign-up unit or a locale and subscription type.

• Action
  Unsubscribe Subscriptions for a User

  Unsubscribes a user (by phone or email) from specific Attentive subscription types and channels, or from all subscriptions when none are given.

• Action
  View Recent Catalog Uploads

  Returns your recent product catalog uploads with their ingestion status, product counts and validation errors, newest first.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.