Connect Pleo to SchoolMaker

Both apps 56Pleo 26SchoolMaker 30

• 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 community comment

  Adds a comment, or a reply to an existing comment, on a community post as the school owner.

• Action
  Add community post

  Creates a post in your SchoolMaker community, as the school owner, in an open category.

• Action
  Add conversation message

  Sends a message from an admin or moderator to an existing conversation group.

• Action
  Add lesson

  Creates a lesson in a section of a SchoolMaker program. New lessons are published by default.

• Action
  Add offer

  Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them.

• Action
  Add program

  Creates a new program (course) in your SchoolMaker school.

• Action
  Add section

  Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise.

• Action
  Award badge

  Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again.

• Action
  Create a Coaching Appointment

  Creates a coaching appointment of a chosen coaching type with the selected members and coaches.

• Action
  Create a Conversation

  Creates a conversation group with the chosen members and sends its first message.

• Action
  Delete Member

  Deletes a member from your SchoolMaker school, identified by member id or email.

• Action
  Delete offer

  Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash.

• Action
  Delete program

  Moves a SchoolMaker program to Trash and removes its logo and cover.

• Action
  Get All Coaching Types

  Returns every coaching type in your SchoolMaker school, with its coaches and publication status.

• Action
  Get Member Accesses

  Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email.

• Action
  Get Member Progress

  Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level.

• Action
  Get Offer Details

  Returns the details of a SchoolMaker offer, including its prices, accesses and member counts.

• Action
  Get Program Details

  Returns the details of a program, optionally with a specific member's progress through it.

• Action
  Get Top 10 Members in Leaderboard

  Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space.

• Action
  List badges

  Returns all badges defined in your SchoolMaker school, newest first.

• Action
  List lessons

  Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name.

• Action
  List Members

  Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access.

• Action
  List Offers

  Returns all offers in your SchoolMaker school, optionally filtered by published status.

• Action
  List Programs

  Returns all programs in your school, optionally only those a given member can access, with that member's progress.

• Action
  List sections

  Returns the sections in a SchoolMaker program, optionally filtered by section group or search text.

• Action
  Set a Drip Boost

  Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner.

• Action
  Set Member Ban

  Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details.

• Action
  Set Member Suspend

  Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email.

• Action
  Set Offer Access for a Member / Add New Member

  Grants or revokes a member's access to an offer, creating the member if they don't exist yet.

• Action
  Set Offer Details

  Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values.

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