Connect Pleo and SMS Everyone

Both apps 48Pleo 29SMS Everyone 19

• Trigger
  New Employee

  Triggered when a new employee is added in Pleo.

• Trigger
  New Expense

  Triggers when a new expense (accounting entry) is recorded in Pleo.

• Trigger
  New Receipt

  Triggers when a new receipt is uploaded to an expense 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 Receipt

  Returns one receipt attached to an expense, including a temporary link to download the receipt file.

• 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 SMS Reply

  Triggers when someone replies to one of your SMS messages, with the sender's number, the text and when it arrived.

• Action
  Add Numbers to Contact List

  Adds mobile numbers to an existing stored contact list.

• Action
  Add Opt-Outs

  Adds mobile numbers to the account's opt-out list so they receive no further SMS.

• Action
  Create Contact List

  Creates a stored contact list with the given mobile numbers and returns its list ID.

• Action
  Delete Contact List

  Deletes a stored contact list.

• Action
  Delete Scheduled Campaign

  Cancels a scheduled SMS campaign (up to 5 minutes before its send time).

• Action
  Get Account Settings

  Returns the account's user ID, remaining SMS credit balance, and whether it can send unicode and international messages.

• Action
  Get Campaign Status

  Returns whether an SMS campaign is scheduled, running, paused or deleted.

• Action
  Get Contact List

  Returns the name and mobile numbers of one stored contact list.

• Action
  Get Delivery Status

  Returns delivery receipts for the mobile numbers in an SMS campaign, or for one number in it.

• Action
  List Contact Lists

  Returns every stored contact list on the account with its ID, name and number count.

• Action
  List Opt-Outs

  Returns every opted-out mobile number on the account, with when and why it was added.

• Action
  Pause Campaign

  Pauses a scheduled SMS campaign before or while it sends.

• Action
  Remove Numbers from Contact List

  Removes mobile numbers from a stored contact list.

• Action
  Remove Opt-Out

  Opts mobile numbers back in by removing them from the account's opt-out list.

• Action
  Send SMS

  Sends an SMS now or at a scheduled time to one or more mobile numbers. Returns the campaign ID and the credits used.

• Action
  Send SMS to Contact List

  Sends an SMS, now or scheduled, to everyone in one or more stored contact lists. Returns the campaign ID and the credits used.

• Action
  Unpause Campaign

  Resumes a paused SMS campaign; a campaign whose send time has passed sends its unsent messages immediately.

• Action
  Update Scheduled Campaign

  Changes the message text, sender or send time of a scheduled SMS campaign.

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