Connect Pleo to Sonderplan

Both apps 54Pleo 26Sonderplan 28

• 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.

• Action
  Create Billable Item

  Creates a billable item (a chargeable product or service with buy and sell rates) in Sonderplan.

• Action
  Create Booking

  Creates a booking in the Sonderplan schedule.

• Action
  Create Contact

  Adds a new contact (person or organization) to Sonderplan.

• Action
  Create Invoice

  Creates an invoice for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Project

  Creates a Project

• Action
  Create Quote

  Creates a quote for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Service

  Creates a service with its hourly, daily and weekly sell and buy rates, optionally limited to certain resources, clients or projects.

• Action
  Create Workspace

  Creates a Workspace on the Schedule

• Action
  Delete Billable Item

  Deletes a billable item from Sonderplan by its ID.

• Action
  Delete Booking

  Deletes a booking in Sonderplan by its ID.

• Action
  Delete Contact

  Delete a contact.

• Action
  Delete Invoice

  Delete an invoice.

• Action
  Delete Project

  Deletes a project in Sonderplan.

• Action
  Delete Quote

  Deletes a quote in Sonderplan by its ID.

• Action
  Delete Resource

  Delete a resource (staff/equipment resource).

• Action
  Delete Workspace

  Deletes a workspace in Sonderplan.

• Action
  Find Booking Status

  Returns up to 100 booking statuses that match the specified name, description or status IDs.

• Action
  Find Invoice

  Finds invoices by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Quote

  Finds quotes by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Resource

  Finds a Resource.

• Action
  Find Service

  Finds services (rate schemes) by ID and returns their rates, currency and the resources, clients and projects they apply to.

• Action
  Update Billable Item

  Updates a Billable Item

• Action
  Update Booking

  Updates an existing booking in Sonderplan. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates a contact

• Action
  Update Project

  Updates an existing project.

• Action
  Update Resource

  Updates a Resource to be added to Bookings

• Action
  Update Service

  Updates an existing service (a Sonderplan service rate scheme). Only the fields you fill in are changed.

• Action
  Update Workspace

  Updates a Workspace that contains a set of Resources

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