Connect Pleo to ManyRequests

Both apps 53Pleo 26ManyRequests 27

• 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 invoice

  Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft.

• Action
  Add organization

  Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added.

• Action
  Add organization member

  Adds a member to an organization, creating a new client user if no user with that email exists yet.

• Action
  Add subscription to organization

  Adds a recurring service subscription to a client organization and returns the new subscription.

• Action
  Add time entry

  Logs time worked on a request for a team member, from a start time to an end time.

• Action
  Cancel Client Subscription

  Cancels an active recurring service subscription belonging to a client organization.

• Action
  Create Client

  Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization.

• Action
  Create Comment

  Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery.

• Action
  Create organization brand

  Creates a new brand within an organization.

• Action
  Create Request

  Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags.

• Action
  Delete client

  Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted.

• Action
  Delete organization

  Deletes an organization and all of its members from your ManyRequests portal.

• Action
  Delete request

  Deletes a request in ManyRequests.

• Action
  Find Comments for Request

  Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments.

• Action
  Find Organization

  Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status.

• Action
  Find Request

  Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number.

• Action
  Get client

  Returns a single client by ID, including their name, email and organization.

• Action
  Get invoice

  Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway.

• Action
  Get organization

  Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found.

• Action
  Get request

  Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields.

• Action
  List clients

  Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting.

• Action
  List services

  Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status.

• Action
  List team members

  Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role.

• Action
  Update client

  Updates a client's name and/or email address.

• Action
  Update organization

  Updates the name of an existing organization and returns the updated organization.

• Action
  Update Request

  Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields.

• Action
  Update Request Status

  Moves a ManyRequests request to a different status.

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