Connect Pleo to Mobile Message

Both apps 42Pleo 26Mobile Message 16

• 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 to List

  Adds an existing contact to a contact list, identifying the contact by its ID or mobile number. Reports whether the contact was newly added or already a member.

• Action
  Add Unsubscribe

  Adds a phone number to your opt-out list, cancelling and refunding any messages scheduled to it and removing the matching contact from every list.

• Action
  Cancel Scheduled Message

  Cancels a scheduled SMS, a whole scheduled send, or every scheduled message with a given custom reference, and refunds the credits. Returns how many messages were cancelled and the credits refunded.

• Action
  Create Contact

  Adds a new contact to your Mobile Message account and returns the new contact's ID and normalised phone number.

• Action
  Create Contact List

  Creates a contact list with the given name, or returns the existing list if that name is already in use.

• Action
  Delete Contact

  Deletes a contact from your Mobile Message account and removes it from every contact list. Returns whether a contact was removed.

• Action
  Delete Contact List

  Deletes a contact list, and optionally permanently deletes the contacts that belong to it. Contacts are kept by default.

• Action
  Find Contact

  Returns the contacts that match the phone number, name, company or custom field values you specify. A contact must match every value you fill in.

• Action
  Find Message

  Returns outbound SMS messages matching a message ID or your custom reference, or sent history filtered by delivery status and date range.

• Action
  Remove Contact From List

  Removes a contact from a contact list. The contact record itself is kept.

• Action
  Remove Unsubscribe

  Removes a phone number from your unsubscribe list so it can receive messages again.

• Action
  Rename Contact List

  Renames an existing contact list and returns the list's ID and new name.

• Action
  Send SMS

  Sends one SMS message to a single recipient, immediately or at a scheduled time, and returns the new message's ID, cost and delivery acceptance details.

• Action
  Send SMS to List

  Sends one SMS to every contact in a saved contact list, with per-contact personalisation and optional scheduling, and returns the send's totals and status.

• Action
  Simulate Inbound Reply

  Simulates a reply arriving on a Mobile Message test account, recording it and calling the inbound webhook. Test accounts only.

• Action
  Update Contact

  Updates an existing contact's phone number, name, company or custom field values. Only the fields you fill in are changed.

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