Connect Pleo to Uniqode

Both apps 38Pleo 26Uniqode 12

• 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 Feedback Form

  Creates a new feedback form in a Uniqode organization.

• Action
  Add User

  Adds a new user to a Uniqode organization.

• Action
  Create Dynamic QR Code

  Create a new dynamic QR code in your Beaconstac Account.

• Action
  Create Static QR Code

  Creates a static QR Code in Uniqode. A static QR Code encodes its content directly and cannot be edited after creation.

• Action
  Delete QR Code

  Deletes a QR Code from your Uniqode account by its ID.

• Action
  Download QR Code

  Downloads the given QR code.

• Action
  Find QR Code

  Finds QR Codes in the Uniqode account whose name matches the given name.

• Action
  Find User

  Find a user in your account

• Action
  Get Feedback Form

  Fetches a feedback form by ID, including its title, public link, questions and response count. An error occurs if the form is not found.

• Action
  Get QR Code Analytics

  Returns the scan performance of a QR Code (total scans and scans per interval) over a date range.

• Action
  Update Dynamic QR Code

  Updates an existing dynamic QR Code in Uniqode, such as its name, what happens when it is scanned, or its design. Fields left blank are left unchanged.

• Action
  Upload File to Beaconstac

  Uploads a file to your Uniqode (Beaconstac) media library and returns the new media object's ID and URL.

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