Connect Pleo to MaintainX

Both apps 52Pleo 26MaintainX 26

• 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 Existing Categories to a Work Order

  Adds Existing Categories to a Work Order.

• Action
  Add Part

  Creates a new part (inventory item) in MaintainX.

• Action
  Add Purchase order

  Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses.

• Action
  Create Work Order Comment

  Creates a New Comment on a Work Order.

• Action
  Create Work Request

  Creates a new Work Request.

• Action
  Delete Asset

  Deletes an asset in MaintainX by its ID.

• Action
  Delete Location

  Delete a location by ID.

• Action
  Delete Part

  Deletes a part from MaintainX by its ID.

• Action
  Delete Work Order

  Delete a work order by ID.

• Action
  Delete Work Request

  Deletes a work request in MaintainX by its ID.

• Action
  Find an Entity

  Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it.

• Action
  Get Asset

  Retrieve a single asset by ID.

• Action
  Get Location

  Retrieves a single MaintainX location by its ID, including its custom fields.

• Action
  Get Part

  Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields.

• Action
  Get Purchase order

  Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields.

• Action
  Get Vendor

  Retrieve a single vendor by ID.

• Action
  Get Work Order

  Retrieve a single work order by ID.

• Action
  Get Work Request

  Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order.

• Action
  List Assets

  Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range.

• Action
  List Locations

  Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix.

• Action
  List Vendors

  Lists the vendors in your MaintainX organization, including their custom field values.

• Action
  List Work Orders

  Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates.

• Action
  List Work Requests

  List work requests with pagination/filters.

• Action
  Update Purchase order

  Update fields on an existing purchase order.

• Action
  Update Work Order Status

  Changes the status of a MaintainX work order.

• Action
  Update Work Request

  Update fields on an existing work request.

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