Connect Pleo to Parallel Web Systems

Both apps 39Pleo 26Parallel Web Systems 13

• 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 FindAll run

  Starts a Parallel FindAll run that searches the web for every entity matching your objective and match conditions. The run starts queued; retrieve its status and results with the FindAll run id it returns.

• Action
  Add monitor

  Creates a Parallel monitor that watches a web search query, or the output of an existing task run, for material changes on a schedule. The monitor runs once right away and then on the chosen frequency.

• Action
  Cancel monitor

  Permanently stops a monitor from running. Cancellation cannot be undone; cancelling an already-cancelled monitor changes nothing.

• Action
  Create Async Web Enrichment

  Starts an asynchronous web research/enrichment task run in Parallel. Returns immediately with the run in status 'queued'; fetch the result later with the run id.

• Action
  Extract web content

  Extracts relevant excerpts (and optionally full content) as markdown from up to 20 web URLs.

• Action
  Fetch Results for Async Runs

  Retrieves the result of a Parallel task run (created asynchronously) by its run ID, waiting until the run completes or the timeout elapses.

• Action
  Find entities by objective

  Returns up to the chosen number of people or companies, ranked, that match a natural-language description of the entities you want.

• Action
  Get FindAll run

  Retrieve a FindAll run's status, candidate metrics, generator and metadata.

• Action
  Get FindAll run result

  Retrieve a snapshot of a FindAll run's result: run status and metrics plus every candidate evaluated so far with its match status, output and citations.

• Action
  Get monitor

  Retrieves a monitor by its ID, including its type, status, frequency, query settings, webhook configuration and, for snapshot monitors, the latest output.

• Action
  List monitors

  List monitors in the Parallel account, newest first, optionally filtered by type and status.

• Action
  Search web

  Searches the web with Parallel and returns ranked results with relevant excerpts.

• Action
  Update monitor

  Updates an existing Parallel monitor's frequency, processor, webhook, metadata, query or source settings. 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.