Connect Pleo and Todoist

Both apps 59Pleo 26Todoist 33

• 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 Completed Task

  Triggers when a task is completed, optionally filtered by project.

• Trigger
  New Incomplete Task

  Triggers when a new active (incomplete) task is added, optionally filtered by project.

• Trigger
  New Project

  Triggers when a new project is created.

• Action
  Close Task

  Completes (closes) a task.

• Action
  Create Comment

  Adds a comment to a task or project.

• Action
  Create Label

  Creates a new personal label.

• Action
  Create Project

  Creates a new project.

• Action
  Create Section

  Creates a new section within a project.

• Action
  Create Task

  Creates a new task.

• Action
  Delete comment

  Deletes a comment on a Todoist task or project by its ID.

• Action
  Delete label

  Deletes a personal label in Todoist and removes it from all tasks.

• Action
  Delete Project

  Deletes a project.

• Action
  Delete section

  Deletes a section and all of its tasks.

• Action
  Delete Task

  Deletes a task.

• Action
  Find tasks by filter

  Returns the active tasks that match a Todoist filter query, such as "today | overdue".

• Action
  Get comment

  Returns a single Todoist comment by its ID.

• Action
  Get label

  /api/v1/labels/{label_id} - retrieve one personal label.

• Action
  Get Project

  Returns a single project by ID.

• Action
  Get section

  Returns a single Todoist section by its ID.

• Action
  Get Task

  Returns a single active task by ID.

• Action
  List comments

  Returns all comments on a Todoist task or project.

• Action
  List Labels

  Returns all personal labels.

• Action
  List project collaborators

  Lists everyone who has access to a Todoist project, with their name and email.

• Action
  List Projects

  Returns all active projects.

• Action
  List Sections

  Returns all sections, optionally filtered by project.

• Action
  List Tasks

  Returns active tasks, optionally filtered by project, label, or filter query.

• Action
  Move task

  Moves a task to another project, section or parent task.

• Action
  Reopen Task

  Reopens a previously completed task.

• Action
  Update comment

  Updates the text of an existing Todoist comment and returns the updated comment.

• Action
  Update label

  Update a personal label's name, color, order or favorite status. Fields left blank keep their current values.

• Action
  Update Project

  Updates an existing project.

• Action
  Update section

  /api/v1/sections/{section_id} - rename a section.

• Action
  Update Task

  Updates an existing task.

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