Connect Pleo and Smily

Both apps 49Pleo 26Smily 23

• 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 And/Or Updated And/Or Canceled Booking

  Trigger when a booking is created and/or updated and/or canceled (with line item support).

• Trigger
  New And/Or Updated Client

  Trigger when a client is created and/or updated (with line item support).

• Trigger
  New And/Or Updated Payment

  Trigger when a payment is created and/or updated.

• Trigger
  New Inquiry

  Trigger when a new inquiry is created.

• Action
  Add booking

  Creates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily.

• Action
  Add payment

  Records a new payment against a booking in Smily.

• Action
  Add rental

  Creates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee.

• Action
  Create Inquiry

  Creates an inquiry for a rental, recording a guest's contact details, requested dates and message.

• Action
  Create or Update Client

  Creates a new Smily client (guest), or updates an existing one when a client ID is given.

• Action
  Delete booking

  Cancels a booking in Smily so it no longer occupies the rental's calendar.

• Action
  Find Bookings in Date Range

  Returns the bookings that overlap a date range, optionally filtered by status, rental or client.

• Action
  Find Client by Email

  Finds Smily clients (guests) whose email address matches the one given, returning the matching client records.

• Action
  Find Payment

  Finds payments by their order ID (one or more, comma-separated).

• Action
  Get booking

  Returns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client.

• Action
  Get client

  Returns a single client (guest) by ID, including their addresses, emails and phone numbers.

• Action
  Get rental

  Returns a single rental (property) by its ID, including its details, pricing, location and related record IDs.

• Action
  List bookings

  Returns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned.

• Action
  List clients

  Returns the clients (guests) in your Smily account, including their addresses, emails and phone numbers.

• Action
  List inquiries

  Returns the inquiries on your Smily account, including guest contact details, requested dates and party size.

• Action
  List payments

  Returns the payments recorded on your Smily account, optionally filtered by order ID.

• Action
  List rentals

  Returns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details.

• Action
  Update Booking

  Updates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking.

• Action
  Update rental

  Updates an existing rental property in Smily. 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.