Connect Pleo and Twilio

Both apps 41Pleo 26Twilio 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.

• Trigger
  New Call

  Polls for voice calls on your Twilio account.

• Trigger
  New Incoming Call

  Fires instantly when the selected Twilio phone number receives a call.

• Trigger
  New Message Received

  Polls for inbound SMS/MMS messages received by your Twilio account.

• Trigger
  New SMS received

  Fires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it.

• Action
  Delete Message

  Deletes a message from your Twilio account's message logs.

• Action
  Find available phone numbers by criteria

  Returns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location).

• Action
  Get Call

  Retrieves details of a single voice call by its Call SID.

• Action
  Get Message

  Retrieves a single SMS/MMS message by its Message SID.

• Action
  List Calls

  Lists voice calls on the account, optionally filtered by To, From, or status.

• Action
  List Messages

  Lists SMS/MMS messages on the account, optionally filtered by To, From, or date sent.

• Action
  List Phone Numbers

  Lists the Twilio phone numbers (incoming phone numbers) owned by your account.

• Action
  Lookup Phone Number

  Looks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API.

• Action
  Schedule Message

  Schedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent.

• Action
  Update Message

  Updates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet.

• Action
  Update Phone Number

  Update settings (voice/SMS URLs, friendly name) of an owned incoming phone number.

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