Connect Pleo and Solidarity Tech

Both apps 146Pleo 29Solidarity Tech 117

• 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 Donation Charge

  Triggers when a new donation charge is created in Solidarity Tech.

• Trigger
  New Event

  Triggers when a new event is created in Solidarity Tech.

• Trigger
  New Event RSVP

  Triggers when a new event RSVP is created in Solidarity Tech.

• Trigger
  New User

  Triggers when a new person is created in Solidarity Tech.

• Trigger
  New User Action

  Triggers when someone submits a form or takes an action in Solidarity Tech.

• Action
  Activate Automation

  Turns the automation on. From that moment its triggers enroll real people and its steps send real messages. Refused with 422 and the full list of problems when the automation is not valid (for example no trigger, no steps, or a step missing required data).

• Action
  Add Event Session Host

  Adds a user as a host of the event session. Atomic and idempotent: adding a user who is already a host returns 200 without duplicating. The user must belong to your organization. Hosts are readable on the session as host_user_ids and usable in message templates via the {{ event-session.hosts }}, {{

• Action
  Add Task Targets

  Adds people to a phone bank, text bank, or work list (any task whose contact_strategy is one_to_one) from a filter, a saved user list, or explicit user ids. Send exactly one source. Only eligible people are added (active, phone number, contact permission for the task action) and people already on th

• Action
  Archive Custom Property Record

  Archives the record. Records are never deleted, because people who selected the record keep its value. An archived record is hidden from the list and from pickers. Returns 422 when the property is not an object property.

• Action
  Create Agent Assignment

  Creates an active agent assignment with the specified details. Any other active assignment of the person ends, so the person has one active agent.

• Action
  Create Automation

  Creates an automation from the canonical definition.

• Action
  Create Custom Property Option

  Creates an option for a custom user property

• Action
  Create Custom User Property

  Creates a new custom user property

• Action
  Create Event

  Creates an event with its first event session. The event session inherits the title from the event unless session_title is provided. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platform

• Action
  Create Event Attendance

  Creates an event attendance with the specified details.

• Action
  Create Event Page

  Creates the public event page for an event that has no page yet. This is the same page that the dashboard "Create page" button makes: it uses the event title, the sidebar template, and the default form of the website. `content` is the HTML for the page body. Scripts, event handlers, and other unsafe

• Action
  Create Event Rsvp

  Creates an event rsvp with the specified details.

• Action
  Create Event Session

  Creates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Create Field Survey URL

  Generates a field survey URL

• Action
  Create Page

  Creates a generic form page from an ordered list of fields. Each field becomes the component the form builder makes for its type, so the page edits normally in the dashboard afterwards.

• Action
  Create Scheduled Task

  Creates a scheduled task with the specified details.

• Action
  Create Task Agent

  Creates a task agent with the specified details.

• Action
  Create Task Assignment

  Creates a task assignment, assigning a user to participate in a phonebank or textbank campaign.

• Action
  Create Team Member

  Creates a new team member

• Action
  Create Text Template

  Creates a text template with the specified details.

• Action
  Create/Update Person

  Creates or updates a user

• Action
  Create User Action

  Creates a user action for a user.

• Action
  Create User List

  Creates a User List with the specified details. The parameters field must conform to the QueryBuilder format. Every rule id must be one the filter engine recognises; unknown ids return 422 instead of being silently ignored. A "list" rule may only reference saved

• Action
  Create User Note

  Creates a user note

• Action
  Create User Relationship

  Creates a user relationship

• Action
  Deactivate Automation

  Turns the automation off. No new people are enrolled, and people already enrolled stop at their current step, the same as the dashboard toggle. No step runs while the automation is off. When a user turns it back on in the dashboard, they choose if the stopped people continue or leave the automation.

• Action
  Delete Agent Assignment

  Ends the agent assignment with the specified ID. It sets is_active to false and keeps the record.

• Action
  Delete Custom Property Option

  Removes an option from a custom user property

• Action
  Delete Event

  Deletes an event and every one of its sessions, past and upcoming, the same as Delete event in the dashboard. This cannot be undone.

• Action
  Delete Event Attendance

  Deletes an event attendance with the specified ID.

• Action
  Delete Event Rsvp

  Deletes an event rsvp with the specified ID.

• Action
  Delete Event Session

  Deletes an event session with the specified ID.

• Action
  Delete Scheduled Task

  Deletes a scheduled task with the specified ID.

• Action
  Delete Task Agent

  Deletes a task agent with the specified ID.

• Action
  Delete Task Assignment

  Deletes a task assignment with the specified ID.

• Action
  Delete Text Template

  Deletes a text template with the specified ID.

• Action
  Delete User

  Deletes a user

• Action
  Delete User List

  Deletes a user list with the specified ID.

• Action
  Delete User Note

  Deletes a user note with the specified ID.

• Action
  Delete User Relationship

  Deletes a user relationship

• Action
  Enroll User in Automation

  Enrolls a person in an active automation. The person starts at the first step of the automation. The automation must be reachable from the chapter of the person.

• Action
  Get Agent Assignment

  Shows a single agent assignment

• Action
  Get Automation

  Returns the full definition plus state: is_active, active_enrollment_count, is_valid, and activation_errors (empty when the automation can be activated).

• Action
  Get Email Blast

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  Get Event

  Returns a single event. The response includes `primary_event_id` (always resolves to the original event ID, even for co-hosted mirrors) and `is_co_hosted_mirror` (true if this event is a mirror copy from a co-host relationship). Event sessions include `primary_session_id` for the same purpose. If th

• Action
  Get Event Rsvp

  Shows a single event rsvp

• Action
  Get Event Session

  Returns one event session. tags holds the tags set on the session itself; all_tags adds the tags of its parent event.

• Action
  Get Organization

  Shows a single organization

• Action
  Get Page

  Shows a single page

• Action
  Get Phonebank

  Shows a single phonebank

• Action
  Get Scheduled Call

  Shows a single scheduled call

• Action
  Get Scheduled Task

  Shows a single scheduled task

• Action
  Get Task Agent

  Shows a single task agent

• Action
  Get Task Assignment

  Shows a single task assignment

• Action
  Get Textbank

  Shows a single textbank

• Action
  Get Text Blast

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  Get Text Template

  Shows a single text template

• Action
  Get User

  Shows a single user

• Action
  Get Work List

  Shows a single work list

• Action
  List Activities

  Returns activities, newest first. RSVP status history rows have actionable_type `MobilizeEventRsvp`, actionable_id set to the RSVP id, and a name that starts with `rsvp_status:`. A status change is named `rsvp_status:<from>:<to>:<channel>`. A session deletion is named `rsvp_status:<status>:session_d

• Action
  List Agent Assignments

  Lists agent assignments

• Action
  List Calls

  Retrieves all calls

• Action
  List Chapter Phone Numbers

  Lists chapter phone numbers

• Action
  List Chapters

  Retrieves all chapters

• Action
  List Custom User Properties

  Retrieves all custom user properties

• Action
  List Donation Charges

  Lists donation charges

• Action
  List Email Blasts

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  List Email Senders

  Returns a list of email senders available for the API key's scope.

• Action
  List Event Attendances

  Lists event attendances

• Action
  List Event Rsvps

  Lists event rsvps

• Action
  List Events

  Lists events accessible within the given scope. Each event in the response includes `primary_event_id` and `is_co_hosted_mirror`. For co-hosted events that appear across multiple organizations, `primary_event_id` always resolves to the original event ID, allowing you to identify that two events from

• Action
  List Event Sessions

  Lists event sessions accessible within the given scope. All filters below are optional and additive. With no filters, the list holds every session, ended sessions included, newest first. Each session row includes tags, the tags set on the session itself, and all_tags, those tags plus the tags of its

• Action
  List Organizations

  Lists organizations

• Action
  List Pages

  Lists pages

• Action
  List Phonebanks

  Lists phonebanks

• Action
  List Relationship Types

  Lists available relationship types

• Action
  List Scheduled Calls

  Lists scheduled calls

• Action
  List Scheduled Tasks

  Lists scheduled tasks

• Action
  List Task Agents

  Lists task agents

• Action
  List Task Assignments

  Lists task assignments

• Action
  List Team Members

  Lists team members

• Action
  List Textbanks

  Lists textbanks

• Action
  List Text Blasts

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  List Texts

  Retrieves a list of texts

• Action
  List Text Templates

  Lists text templates

• Action
  List User Actions

  Lists user actions (form submissions). Can be filtered by user_id, page_id, or both.

• Action
  List User Lists

  Lists user lists

• Action
  List Users

  Retrieves a list of users

• Action
  List Work List Outcomes

  Lists recorded work list outcomes, oldest first. Outcomes are written only through the mobile app. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  List Work Lists

  Lists work lists accessible within the API key scope. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  Merge Users

  Merge duplicate users

• Action
  Remove Event Session Host

  Removes a user from the event session hosts. Atomic and idempotent: removing a user who is not a host returns 200.

• Action
  Replace Automation Steps

  Replaces the whole step tree with the given steps. Refused with 409 while anyone is actively enrolled, because removing steps strands people mid flow. Deactivating the automation does not end enrollments; enrolled people stay on their current step. Edit single st

• Action
  Restore Custom Property Record

  Makes an archived record active again. Returns 422 when an active record already uses the title, or when the property is not an object property.

• Action
  Search Users

  Returns the users matching an ad hoc filter, in the same shape as.

• Action
  Send Email

  Sends a single transactional email to a user. Supports Liquid templating for personalization (e.g., {{ user.first-name }}).

• Action
  Send Text

  Sends a text message

• Action
  Update Agent Assignment

  Updates an agent assignment with the specified details.

• Action
  Update Automation

  Changes name, supported_languages, communication_settings, goals, or trigger_conditions.

• Action
  Update Automation Step

  Updates one step of an automation in place.

• Action
  Update Custom Property Record

  Changes only the fields you send. Data keys you do not send keep their values. The record value does not change. Returns 422 when the property is not an object property.

• Action
  Update Event

  Changes the settings of an event. Send only the fields to change; a field that is left out keeps its value.

• Action
  Update Event Rsvp

  Updates an event rsvp with the specified details.

• Action
  Update Event Session

  Updates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Update Page

  Generic form pages and event pages. Changes only the keys you send; a key you leave out keeps its value.

• Action
  Update Scheduled Task

  Updates a scheduled task with the specified details.

• Action
  Update Task Assignment

  Updates a task assignment with the specified details.

• Action
  Update Team Member

  Changes the role and scope of the primary assignment. It also sets logged_in_as_id and logged_in_as_type to the new scope.

• Action
  Update Text Template

  Updates a text template with the specified details.

• Action
  Update User

  Updates a user

• Action
  Update Work List

  Updates a work list. Only the submitted keys change. The work_list_action cannot change after creation.

• Action
  Validate Automation

  Runs every check.

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