--- title: "Connect Pleo and Trigger - APIANT.ai" description: "When \"New Employee\" fires in Pleo, your agent runs \"Add task activity\" in Trigger, or \"New Company\" in Trigger to \"Add account\" in Pleo." canonical: "https://apiant.ai/connect/pleo-to-trigger" --- # Connect Pleo and Trigger When **New Employee** fires in [Pleo](https://apiant.ai/connections/pleo), your agent runs **Add task activity** in [Trigger](https://apiant.ai/connections/trigger), or **New Company** in Trigger to **Add account** in Pleo. Describe the whole flow and it is built, tested on every scenario and kept running. Pleo **2** triggers Pleo **24** actions Trigger **1** trigger Trigger **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pleo and Trigger to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Pleo and Trigger can do together ### From Pleo to Trigger - When **New Employee** in Pleo then **Add task activity** in Trigger - When **New Tag** in Pleo then **Create New Task** in Trigger ### From Trigger to Pleo - When **New Company** in Trigger then **Add account** in Pleo - When **New Company** in Trigger then **Add tag group** in Pleo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Pleo and Trigger ## Triggers and actions 3 triggers · 36 actions - 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 Company** Triggers when a new company is added to your Trigger account. - Action **Add task activity** Adds an activity (a note or a time log) to a task in Trigger. - Action **Create New Company** Creates a new company (client) in your Trigger account. - Action **Create New Project** Creates a new project under a company in Trigger. - Action **Create New Task** Creates a new task in a Trigger project. - Action **Delete task** Deletes a task in Trigger. - Action **Get company** Returns a single company by its ID. - Action **Get project** Returns a single project of a company by its ID. - Action **Get task** Returns a single task by its ID. - Action **List users** Returns all users of the connected Trigger account. - Action **Update company** Updates an existing company in Trigger. Only the fields you fill in are changed. - Action **Update project** Updates an existing project's name, description, status, due date, billing and visibility settings. Fields left blank are not changed. - Action **Update task** Updates an existing task in a Trigger project. ## Each app on its own - [ **Pleo** Pleo offers smart company cards that automate expense reports and simplify company spending.](https://apiant.ai/connections/pleo) - [ **Trigger** Trigger is cloud software for project management, collaboration, and time tracking.](https://apiant.ai/connections/trigger) Reviews ## What our customers say ## More from Pleo - [ **Pleo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pleo-to-salesforce) - [ **Pleo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pleo-to-slack) - [ **Pleo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pleo-to-stripe) - [ **Pleo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pleo-to-shopify) - [ **Pleo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pleo-to-quickbooks-online) - [ **Pleo to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pleo-to-trello) ## More into Trigger - [ **HubSpot to Trigger** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trigger) - [ **Salesforce to Trigger** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trigger) - [ **Slack to Trigger** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trigger) - [ **Google Sheets to Trigger** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trigger) - [ **Gmail to Trigger** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trigger) - [ **Google Calendar to Trigger** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trigger) Questions ## Pleo and Trigger, answered ### ### What can start an automation from Pleo? Any of Pleo's 2 triggers in the catalog, including New Employee and New Tag. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Trigger when something happens in Pleo? Any of Trigger's 12 actions, including Create New Company, Create New Project, Create New Task and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trigger to Pleo? Yes. When something happens in Trigger, your agent can act in Pleo too. This page covers both directions: Trigger's triggers and Pleo's actions are listed here as well. ### ### Do I have to build a connector for Pleo or Trigger? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Pleo and Trigger without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.