Connect Pleo to Mailsoftly

Both apps 46Pleo 26Mailsoftly 20

• 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 contact list

  Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id.

• Action
  Add contact note

  Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened.

• Action
  Add Global Unsubscribe

  Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet.

• Action
  Add or update contact

  Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID).

• Action
  Add Tag to Contact

  Adds a tag to a contact, either an existing tag or one found or created by name.

• Action
  Add to Contact List

  Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error.

• Action
  Add to Suppression List

  Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists.

• Action
  Create Contact

  Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID.

• Action
  Create Tag

  Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists.

• Action
  Delete contact

  Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity.

• Action
  Find contacts

  Returns the contacts that exactly match the email address, first name and/or last name you supply.

• Action
  Get contact

  Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields.

• Action
  Get Contact Activity

  Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes.

• Action
  Get Contact Subscriptions

  Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives.

• Action
  List contact lists

  Returns all contact lists in your Mailsoftly account with their ids, names and contact counts.

• Action
  List Contacts in Contact List

  Returns the contacts that belong to one contact list, with when each was added to the list.

• Action
  List Tags

  Returns every contact tag in the account with its id, name and color.

• Action
  Remove contact from contact list

  Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched.

• Action
  Remove Tag to Contact

  Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts.

• Action
  Update Contact

  Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value.

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