Connect Pleo to Superchat

Both apps 58Pleo 26Superchat 32

• 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
  Add contact list

  Creates a new contact list in your Superchat workspace.

• Action
  Add Contact to Contact List

  Adds a Superchat contact to one of your contact lists and returns the contact list it was added to.

• Action
  Add conversation export

  Starts an export job for a Superchat conversation covering the chosen time range, and returns the export with its status and download link once ready.

• Action
  Add label

  Creates a new conversation label in your Superchat workspace.

• Action
  Create Contact

  Creates a new contact in your Superchat workspace with a name, gender, email addresses or phone numbers, and custom attribute values.

• Action
  Create Note

  Creates an internal note on a Superchat conversation, optionally with attached files.

• Action
  Delete contact

  Deletes a contact from your Superchat workspace.

• Action
  Find a Contact

  Finds contacts whose email address, phone number, Instagram or WhatsApp username, or a custom attribute exactly matches the value you give, and returns the first match plus the full list.

• Action
  Find a File

  Finds a file in your Superchat workspace by its ID and returns its name, type and a temporary download link.

• Action
  Get contact

  Returns a single Superchat contact by its ID, including its handles (email, phone, social usernames) and custom attribute values.

• Action
  Get conversation

  Returns a single conversation, including its status, channel, inbox, labels, assigned users and contacts.

• Action
  Get file

  Returns a single file in your Superchat workspace, including its name, type and a temporary download link.

• Action
  Get message

  Returns a single message by its ID, including its content, sender, recipients, direction and delivery status.

• Action
  List channels

  Returns the message channels (WhatsApp, SMS, email, Instagram, Messenger, Telegram, live chat) in your Superchat workspace, optionally only those in one inbox.

• Action
  List contact lists

  Returns all contact lists in your Superchat workspace.

• Action
  List contacts

  Returns all contacts in your Superchat workspace, newest first, with their handles and custom attribute values.

• Action
  List conversation messages

  Returns the messages in a Superchat conversation, optionally filtered by direction and creation date.

• Action
  List conversations

  Returns the conversations in the Superchat workspace, each with its status, channel, inbox, labels, assigned users and contacts.

• Action
  List custom attributes

  Returns all custom contact attributes defined in the Superchat workspace, with their names, types and select options.

• Action
  List inboxes

  Returns all inboxes in the Superchat workspace, including each inbox's name, timezone and users.

• Action
  List labels

  Returns all conversation labels in your Superchat workspace.

• Action
  List notes

  Returns all notes in a Superchat conversation, including each note's author, content and attached files.

• Action
  Remove contact from contact list

  Removes a contact from one of your Superchat contact lists.

• Action
  Send Email

  Sends an email from one of your Superchat email channels to a new or existing contact, with a subject, a plain-text and/or HTML body and optional file attachments.

• Action
  Send Message

  Sends a text, media, template, quick-reply or list message to a contact on a Superchat channel such as WhatsApp, SMS, Instagram, Facebook Messenger or Telegram. A new contact is created if the recipient is not yet known.

• Action
  Send WhatsApp Template

  Sends an approved WhatsApp template message from a Superchat WhatsApp channel to a new or existing contact, filling in the template's variables.

• Action
  Update Contact

  Updates an existing Superchat contact's name, gender, email addresses and phone numbers, and custom attribute values. Fields left blank keep their current values.

• Action
  Update Conversation Assignees

  Replaces the users assigned to a Superchat conversation and returns the updated conversation.

• Action
  Update Conversation Inbox

  Moves a Superchat conversation into a different inbox and returns the updated conversation.

• Action
  Update Conversation Labels

  Replaces the labels on a Superchat conversation with the labels you choose, and returns the updated conversation.

• Action
  Update Conversation Status

  Changes the status of a Superchat conversation to open, done, spam, archived or snoozed, optionally setting when a snooze ends. Returns the updated conversation.

• Action
  Upload File

  Uploads a file (document, image, audio or video) to your Superchat workspace so it can be attached to messages. Returns the new file's id, name, type and a temporary download link.

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