Connect Pleo and Smartsheet via API Token

Both apps 129Pleo 26Smartsheet via API Token 103

• 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
  List contacts

  List contacts

• Trigger
  List dashboards

  List dashboards

• Trigger
  List org groups

  List org groups

• Trigger
  List reports

  List reports

• Trigger
  List sheets

  List sheets

• Trigger
  List workspaces

  List workspaces

• Trigger
  New favorite

  Triggers when a new item is added to your favorites.

• Trigger
  New row

  Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.

• Trigger
  New search result

  Triggers when a new item matches your search query.

• Action
  Add columns

  Add columns

• Action
  Add favorites

  Add favorites

• Action
  Add image to cell

  Add image to cell

• Action
  Add rows

  Add one or more rows to a sheet. Provide an array of row objects with cells.

• Action
  Add summary fields

  Add summary fields

• Action
  Attach file or URL to comment

  Attach file or URL to comment

• Action
  Attach file or URL to row

  Attach file or URL to row

• Action
  Attach file or URL to sheet

  Attach file or URL to sheet

• Action
  Attach new version

  Attach new version

• Action
  Copy folder

  Copy folder

• Action
  Copy rows to another sheet

  Copy rows to another sheet

• Action
  Copy sheet

  Copy sheet

• Action
  Copy workspace

  Copy workspace

• Action
  Create a comment

  Create a comment

• Action
  Create a discussion on a row

  Create a discussion on a row

• Action
  Create an update request

  Create an update request

• Action
  Create cross-sheet references

  Create cross-sheet references

• Action
  Create discussion

  Create discussion

• Action
  Create folder

  Create a folder in the user's Home.

• Action
  Create folder in workspace

  Create folder in workspace

• Action
  Create proof

  Create proof

• Action
  Create proof discussion

  Create proof discussion

• Action
  Create proof request

  Create proof request

• Action
  Create sheet

  Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.

• Action
  Create sheet in folder

  Create sheet in folder

• Action
  Create sheet in workspace

  Create sheet in workspace

• Action
  Create workspace

  Create workspace

• Action
  Delete a comment

  Delete a comment

• Action
  Delete a discussion

  Delete a discussion

• Action
  Delete an update request

  Delete an update request

• Action
  Delete attachment

  Delete attachment

• Action
  Delete column

  Delete column

• Action
  Delete favorites

  Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.

• Action
  Delete folder

  Delete folder

• Action
  Delete report

  Delete report

• Action
  Delete rows

  Delete rows

• Action
  Delete sent update request

  Delete sent update request

• Action
  Delete sheet

  Delete a sheet by id.

• Action
  Delete summary fields

  Delete summary fields

• Action
  Delete workspace

  Delete workspace

• Action
  Edit a comment

  Edit a comment

• Action
  Get a comment

  Get a comment

• Action
  Get an update request

  Get an update request

• Action
  Get attachment

  Get attachment

• Action
  Get column

  Get column

• Action
  Get contact

  Get contact

• Action
  Get cross-sheet reference

  Get cross-sheet reference

• Action
  Get discussion

  Get discussion

• Action
  Get folder metadata

  Get folder metadata

• Action
  Get proof

  Get proof

• Action
  Get report

  Get report

• Action
  Get row

  Get a single row from a sheet by row id.

• Action
  Get sent update request

  Get sent update request

• Action
  Get sheet

  Get a sheet by id, including its rows and columns.

• Action
  Get sheet summary

  Get sheet summary

• Action
  Get summary fields

  Get summary fields

• Action
  Get user

  Get user

• Action
  Get workspace

  Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.

• Action
  Is favorite

  Is favorite

• Action
  List attachments

  List attachments

• Action
  List columns

  List all columns of a sheet.

• Action
  List contents

  List contents

• Action
  List cross-sheet references

  List cross-sheet references

• Action
  List discussion attachments

  List discussion attachments

• Action
  List discussions

  List discussions

• Action
  List discussions with a row

  List discussions with a row

• Action
  List folder children

  List folder children

• Action
  List folders

  List the folders in the user's Home.

• Action
  List proof attachments

  List proof attachments

• Action
  List proofs

  List proofs

• Action
  List row attachments

  List row attachments

• Action
  List sheet rows

  Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).

• Action
  List sheets

  List all sheets the user has access to.

• Action
  Lists sent update requests

  Lists sent update requests

• Action
  List update requests

  List update requests

• Action
  List workspace children

  List workspace children

• Action
  List workspaces

  List all workspaces the user has access to.

• Action
  Move folder

  Move folder

• Action
  Move rows to another sheet

  Move rows to another sheet

• Action
  Move sheet

  Move sheet

• Action
  Search

  Search across all sheets the user can access for the given text.

• Action
  Search sheet

  Search a specific sheet for the given text.

• Action
  Send report via email

  Send report via email

• Action
  Send rows via email

  Send rows via email

• Action
  Send sheet via email

  Send sheet via email

• Action
  Sort rows in sheet

  Sort rows in sheet

• Action
  Update an update request

  Update an update request

• Action
  Update column

  Update column

• Action
  Update folder

  Update folder

• Action
  Update proof status

  Update proof status

• Action
  Update rows

  Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.

• Action
  Update sheet

  Update sheet

• Action
  Update summary fields

  Update summary fields

• Action
  Update workspace

  Update workspace

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