Connect Pleo to Surefire Local Platform

Both apps 41Pleo 26Surefire Local Platform 15

• 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 backlink

  Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced.

• Action
  Add client

  Creates a new client in Surefire Local with its business contact details and enabled services.

• Action
  Add group

  Creates a new group in Surefire from an existing client, recording the user who created it.

• Action
  Add message

  Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft.

• Action
  Add order

  Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing.

• Action
  Create Lead

  Creates a lead (customer contact) for a client location in Surefire Local.

• Action
  Get message

  Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as.

• Action
  List backlinks

  Returns all the saved backlinks of a client, with each backlink's source, link and referenced date.

• Action
  List groups

  Returns the client groups in the account, optionally filtered by national client or group client.

• Action
  List orders

  Returns the orders placed for a client.

• Action
  List tags

  Returns all tags defined for a Surefire location.

• Action
  List users

  Returns the list of active users, optionally filtered to one client.

• Action
  List Yext reviews

  Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range.

• Action
  Update client

  Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed.

• Action
  Update message

  Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire.

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