Connect Pleo and Speak Ai

Both apps 50Pleo 26Speak Ai 24

• 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 Magic Prompts Response

  Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer.

• Action
  Add Automation

  Create a new Speak AI automation.

• Action
  Add Field

  Creates a new custom field in your Speak AI account.

• Action
  Add Folder

  Create a new folder to organize media, text notes, and recordings.

• Action
  Ask AI Chat

  Ask a question about one or more media items or a folder and get the AI chat answer back.

• Action
  Delete Automation

  Delete an automation.

• Action
  Delete Folder

  Delete a folder.

• Action
  Delete Media

  Delete a media file from Speak AI.

• Action
  Delete Text Note

  Delete a text note.

• Action
  Get Media Insights

  Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file.

• Action
  Get Media Status

  Gets the processing status and basic details of a Speak AI audio or video file.

• Action
  Get Media Transcript

  Get the transcript of a media file.

• Action
  Get Text Note Insight

  Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note.

• Action
  List Automations

  List the automations (trigger + action workflows) configured in Speak AI.

• Action
  List Fields

  Lists the custom fields defined in your Speak AI account.

• Action
  List Folders

  List the folders in the account.

• Action
  List Media

  List the media files (audio/video) in the account's Speak AI library.

• Action
  Run Magic Prompt

  Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer.

• Action
  Update Automation

  Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state.

• Action
  Update Folder

  Update a folder's name or settings.

• Action
  Update Media

  Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date.

• Action
  Update Text Note

  Update the content of an existing text note.

• Action
  Upload File to Transcribe and Analyze

  Uploads new audio or video files for automatic transcription and analysis.

• Action
  Upload Text Note to Analyze

  Uploads new text notes for automatic insight analysis.

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