Connect Pleo and Smartsheet

Both apps 55Pleo 26Smartsheet 29

• 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.

• Trigger
  New row

  Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones.

• Trigger
  New sheet

  Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones.

• Trigger
  Updated row

  Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones.

• Action
  Add column

  /sheets/{sheetId}/columns - add columns to a sheet.

• Action
  Add comment

  /sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion.

• Action
  Add discussion

  Starts a new discussion on a sheet with a first comment, and returns the discussion.

• Action
  Add folder

  /folders/{folderId}/folders or /home/folders - create a folder.

• Action
  Add home folder

  Creates a folder at the top level of your Sheets home and returns it.

• Action
  Add row

  Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom.

• Action
  Add row attachment

  /sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row.

• Action
  Add sheet

  /sheets - create a sheet with columns.

• Action
  Copy row to another sheet

  Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Copy sheet

  /sheets/{sheetId}/copy - copy a sheet to a folder/workspace.

• Action
  Delete row

  Deletes a row from a sheet given its Row ID.

• Action
  Delete row if deal does not exist in ActiveCampaign (Cisco)

  Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0.

• Action
  Find rows

  Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents.

• Action
  Find rows by column value

  Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned.

• Action
  Find sheets by keyword

  Returns the sheets that match the specified keyword.

• Action
  Find single row

  Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs.

• Action
  Find single row by column value

  Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs.

• Action
  Get discussion

  Returns a sheet discussion with its title and comments.

• Action
  Get folder

  Returns a folder with the folders and sheets directly inside it.

• Action
  Get row

  Returns the column data for the specified row. An error occurs if the row is not found.

• Action
  Get sheet

  Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found.

• Action
  List row attachments

  Returns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses.

• Action
  Move row to another sheet

  Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Two-way sync add or update a row

  Creates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added.

• Action
  Update row

  Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}.

• Action
  Update sheet

  /sheets/{sheetId} - update sheet properties (name, project settings).

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