Connect Pleo to Thinkific

Both apps 44Pleo 26Thinkific 18

• 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 coupon

  Creates a coupon code under an existing promotion on your Thinkific site, optionally limiting how many times it can be used.

• Action
  Add course review

  Creates a review of a course on your Thinkific site, written by the given user with a rating, title and review text.

• Action
  Add group

  Creates a new group of students in your Thinkific site and returns the group's id, name and token.

• Action
  Add promotion

  Creates a promotion (a fixed or percentage discount) on your Thinkific site, optionally limited to specific products and linked to coupons.

• Action
  Add user

  Creates a new user (student or admin) on your Thinkific site, optionally with roles, affiliate details and custom profile field values.

• Action
  Add user to group

  Adds an existing user to one or more existing groups, matched by group name.

• Action
  Delete user

  Deletes a user from your Thinkific site, identified by their Thinkific user ID or their single sign-on External ID.

• Action
  Enroll User

  Enrolls a student in a course. Leave the activation date blank to create a free-trial enrollment.

• Action
  Get course

  Returns a single course from your Thinkific site by its ID, including its name, description, chapters and instructor.

• Action
  Get user

  Returns a single Thinkific user by their ID (or by their external ID from a single sign-on provider), including their profile, roles and custom profile field values.

• Action
  List courses

  Returns every course on your Thinkific site, with each course's name, slug, product, instructor and chapters.

• Action
  List enrollments

  Returns the course enrollments on your Thinkific site, optionally filtered by user, course, email, status or created/updated dates.

• Action
  List orders

  Returns the orders placed on your Thinkific site, each with the buyer, product, amount, coupon, status and order date.

• Action
  List products

  Returns every product (course or bundle) on your Thinkific site, with its name, status, visibility, prices and category IDs.

• Action
  Search Users

  Returns the users on your Thinkific site that match the given email, role, external source, group or custom profile field value.

• Action
  Unenroll User

  Removes a student's access to a course by expiring their enrollment, either immediately or at a date you choose.

• Action
  Update enrollment

  Updates an existing enrollment's activation date and expiry date.

• Action
  Update user

  Updates an existing Thinkific user's name, email, password, roles, profile details, affiliate settings and custom profile fields.

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