Connect Pleo to EmailOctopus

Both apps 44Pleo 26EmailOctopus 18

• 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 field

  Creates a new custom field on an EmailOctopus list, such as a text, number, date or choice field that contacts can hold a value for.

• Action
  Add list

  Creates a new mailing list in EmailOctopus and returns the list's details.

• Action
  Add tag

  Creates a new tag on an EmailOctopus list so it can be applied to contacts.

• Action
  Add Tag to Contact

  Adds a tag to an existing contact in an EmailOctopus list, leaving the contact's other tags unchanged.

• Action
  Add/Update Contact

  Creates a contact on an EmailOctopus list, or updates it if a contact with that email address already exists on the list.

• Action
  Delete contact

  Permanently deletes a contact from an EmailOctopus list.

• Action
  Delete list

  Deletes an EmailOctopus list, along with its contacts, fields and tags.

• Action
  Find Contact

  Finds a contact on an EmailOctopus list by email address and returns its details, field values, tags and subscription status.

• Action
  Get campaign

  Returns the details of an EmailOctopus campaign, including its status, subject, sender, recipient lists and HTML content.

• Action
  Get campaign summary report

  Returns the summary report for an EmailOctopus campaign: how many contacts it was sent to, plus its bounce, open, click, complaint and unsubscribe counts.

• Action
  Get list

  Returns the details of an EmailOctopus list, including its custom fields, tags and subscriber counts.

• Action
  List campaigns

  Returns every campaign in your EmailOctopus account, including its status, subject, sender and the lists it was sent to.

• Action
  List lists

  Returns all mailing lists in the EmailOctopus account, with each list's fields, tags, contact counts and dates.

• Action
  Remove Tag From Contact

  Removes a tag from a contact on an EmailOctopus list, leaving the contact's other tags unchanged. Returns the updated contact.

• Action
  Start automation for contact

  Starts an EmailOctopus automation for a contact. The automation must be one that is started through the API.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from an EmailOctopus list so they stop receiving campaigns, and returns the updated contact.

• Action
  Update Contact's Email Address

  Changes the email address of an existing contact on an EmailOctopus list and returns the updated contact.

• Action
  Update list

  Renames an existing EmailOctopus list and returns the updated list.

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