Connect Pleo to UpGuard

Both apps 42Pleo 26UpGuard 16

• 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 vendor questionnaire

  Sends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id.

• Action
  Find a Data Leak

  Returns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range.

• Action
  Find an Identity Breach

  Finds an identity breach by its ID and returns its details, including severity, exposed data classes and comments.

• Action
  Find a Vendor by Hostname

  Returns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details.

• Action
  Find a Vendor by ID

  Returns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier.

• Action
  Get organization

  Returns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores.

• Action
  List domains

  Returns the domains on your UpGuard account with their status, score, labels and last scan time.

• Action
  List risks

  Returns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice.

• Action
  List vendor questionnaires

  Returns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared.

• Action
  List vendor risks

  Returns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice.

• Action
  List vendors

  Returns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label.

• Action
  List vulnerabilities

  Returns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels.

• Action
  Monitor Vendor

  Starts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor.

• Action
  Stop monitoring vendor

  Stops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname.

• Action
  Update vendor labels

  Replaces the labels assigned to a monitored vendor. Passing an empty list removes all labels.

• Action
  Update vendor tier

  Assigns a tier to a monitored vendor, or removes its tier when the tier is 0.

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