Connect Pleo to Easybizy

Both apps 45Pleo 26Easybizy 19

• 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 activity to customer

  Adds an activity note to a customer in Easybizy, shown in the app like a note added there.

• Action
  Add appointment

  Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created.

• Action
  Add catalog item

  Creates a new catalog item in Easybizy — either a service or a product — and returns the created item.

• Action
  Add customer

  Creates a new customer in Easybizy with their contact details, tags and marketing consent.

• Action
  Create Lead

  Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id.

• Action
  Delete customer

  Deletes (deactivates) a customer in Easybizy by its id.

• Action
  Delete lead

  Deletes (deactivates) an existing lead in Easybizy.

• Action
  Get catalog item

  Returns one catalog item (a product or a service) by its type and id.

• Action
  Get customer

  Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance.

• Action
  Get invoice

  Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer.

• Action
  Get lead

  Returns a single Easybizy lead by its id, including contact details, status and tags.

• Action
  List appointments

  Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings.

• Action
  List catalog items

  Returns the business's catalog items (products and services), optionally filtered by type or a search term.

• Action
  List customers

  Returns the business's customers, optionally filtered, searched and sorted.

• Action
  List leads

  Returns leads in your Easybizy account, optionally filtered, searched and sorted.

• Action
  Send WhatsApp message

  Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer.

• Action
  Send WhatsApp template message

  Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed.

• Action
  Update customer

  Updates only the fields you provide on an existing Easybizy customer.

• Action
  Update lead

  Updates only the fields you provide on an existing Easybizy lead.

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