Connect Pleo to CII & UBL by InvoiceXML

Both apps 41Pleo 27CII & UBL by InvoiceXML 14

• 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.

• Action
  Convert CII to UBL

  Translates a UN/CEFACT CII invoice XML into a standards-compliant UBL 2.1 XML document, enabling interoperability between systems that use different e-invoice formats.

• Action
  Convert UBL to CII

  Transforms a UBL 2.1 invoice XML into a UN/CEFACT CII XML document, bridging compatibility between PEPPOL-based systems and CII-native accounting platforms.

• Action
  Create CII Invoice

  Produces a UN/CEFACT Cross-Industry Invoice (CII) XML document from structured billing data, ready for submission through any EN16931-compliant e-invoicing channel.

• Action
  Create UBL Invoice

  Generates a standards-compliant UBL 2.1 XML invoice from structured billing data including seller, buyer, line items, and payment details.

• Action
  Extract Invoice Attachments

  Download an e-invoice's embedded attachments as a ZIP.

• Action
  Extract Invoice JSON

  Parses a PDF invoice into machine-readable JSON, reading embedded CII or UBL XML when available and applying AI-based extraction as a fallback for unstructured PDFs.

• Action
  Extract Invoice XML

  Pull the CII or UBL XML out of an e-invoice PDF.

• Action
  Parse Invoice JSON

  AI-parse any PDF invoice — messy, scanned, or handwritten — into structured JSON.

• Action
  Render CII to PDF

  Produce a human-readable PDF from a CII e-invoice.

• Action
  Render UBL to PDF

  Produce a human-readable PDF from a UBL e-invoice.

• Action
  Transform PDF to CII

  Reads an existing PDF invoice and produces a UN/CEFACT CII XML document using AI-powered data extraction. Ideal for digitising paper-based or scanned invoices into a structured CII format. Note: AI can make mistakes; review output before sending.

• Action
  Transform PDF to UBL

  Reads an existing PDF invoice and produces a UBL 2.1 XML document using AI-powered data extraction. Useful for onboarding legacy invoices into structured e-invoicing workflows. Note: AI can make mistakes; review output before sending.

• Action
  Validate CII Invoice

  Verifies a UN/CEFACT CII invoice XML against EN16931 semantic rules and XSD schema, returning a detailed compliance report including any rule failures or data inconsistencies.

• Action
  Validate UBL Invoice

  Checks a UBL 2.1 invoice XML against EN16931 business rules and schema constraints, returning a structured validation report with any rule violations or structural errors.

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