Connect Pleo to Synthflow AI

Both apps 51Pleo 26Synthflow AI 25

• 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
  Attach Action

  Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled.

• Action
  Create Assistant

  Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID.

• Action
  Create Booking Calcom Action

  Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call.

• Action
  Create Booking GHL Action

  Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call.

• Action
  Create Call

  Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID.

• Action
  Create Information Extractor Open Question Action

  Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent.

• Action
  Create Information Extractor Single Choice Action

  Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID.

• Action
  Create Information Extractor Yes No Action

  Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation.

• Action
  Create SMS Action

  Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID.

• Action
  Create Transfer Call Action

  Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book.

• Action
  Delete Action

  Deletes an action from your Synthflow account by its ID.

• Action
  Delete Assistant

  Deletes a Synthflow agent (assistant) by its ID.

• Action
  Detach Action

  Detaches one or more actions from a Synthflow agent so the agent can no longer use them.

• Action
  Get Action

  Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to.

• Action
  Get Assistant

  Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers.

• Action
  Get Call

  Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found.

• Action
  List Actions

  Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration.

• Action
  Text - Generate Response

  Sends a text message to an agent in an existing chat session and returns the response the agent generates.

• Action
  Update Assistant

  Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed.

• Action
  Update Booking Calcom Action

  Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action.

• Action
  Update Booking GHL Action

  Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action.

• Action
  Update Information Extractor Open Question Action

  Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value.

• Action
  Update Information Extractor Single Choice Action

  Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value.

• Action
  Update Information Extractor Yes No Action

  Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value.

• Action
  Update SMS Action

  Updates the name, message text or sending instructions of an existing SMS action.

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