--- title: "Connect Pleo and WorkRamp - APIANT.ai" description: "When \"New Employee\" fires in Pleo, your agent runs \"Get contact\" in WorkRamp, or \"Assignment Completed: Challenge\" in WorkRamp to \"Add account\" in Pleo." canonical: "https://apiant.ai/connect/pleo-to-workramp" --- # Connect Pleo and WorkRamp When **New Employee** fires in [Pleo](https://apiant.ai/connections/pleo), your agent runs **Get contact** in [WorkRamp](https://apiant.ai/connections/workramp), or **Assignment Completed: Challenge** in WorkRamp 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 WorkRamp **9** triggers WorkRamp **11** 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 WorkRamp 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 WorkRamp can do together ### From Pleo to WorkRamp - When **New Employee** in Pleo then **Get contact** in WorkRamp - When **New Tag** in Pleo then **Find User** in WorkRamp ### From WorkRamp to Pleo - When **Assignment Completed: Challenge** in WorkRamp then **Add account** in Pleo - When **Assignment Completed: Path** in WorkRamp 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 WorkRamp ## Triggers and actions 11 triggers · 35 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 **Assignment Completed: Challenge** Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status. - Trigger **Assignment Completed: Path** Triggers when a user completes an assignment for the selected path. - Trigger **Assignment Completed: Scorm** Triggers when a user completes an assignment for the chosen SCORM course. - Trigger **Assignment Created: Challenge** Triggers when a user is newly assigned to the selected challenge. - Trigger **Assignment Created: Path** Triggers when a user is assigned to the selected WorkRamp path. - Trigger **Assignment Created: Scorm** Triggers when a user is assigned the selected SCORM course. - Trigger **Training Complete** Triggers when a contact completes a training in your Customer Learning Cloud academy. - Trigger **User Created** Triggers when a new user is created in your WorkRamp enterprise. - Trigger **User Deleted** Triggers when a user in your WorkRamp enterprise is deleted. - Action **Add group** Creates a new group in WorkRamp, optionally with initial member users. - Action **Delete contact** Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy. - Action **Delete user** Deletes an existing user from your WorkRamp enterprise. - Action **Find User** Returns the WorkRamp users that match an email address, a name or a custom attribute value. - Action **Get contact** Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email. - Action **List certifications** Returns all certifications (badges) set up in your WorkRamp account. - Action **List events** Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts. - Action **List groups** Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times. - Action **List guides** Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags. - Action **List paths** Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags. - Action **List users** Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute. ## Each app on its own - [ **Pleo** Pleo offers smart company cards that automate expense reports and simplify company spending.](https://apiant.ai/connections/pleo) - [ **WorkRamp** WorkRamp is the All-in-One Platform that powers learning as a growth engine for the modern enterprise.](https://apiant.ai/connections/workramp) 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 WorkRamp - [ **HubSpot to WorkRamp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workramp) - [ **Salesforce to WorkRamp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workramp) - [ **Slack to WorkRamp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workramp) - [ **Google Sheets to WorkRamp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workramp) - [ **Gmail to WorkRamp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workramp) - [ **Google Calendar to WorkRamp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workramp) Questions ## Pleo and WorkRamp, 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 WorkRamp when something happens in Pleo? Any of WorkRamp's 11 actions, including Add group, Find User, Get contact and List certifications. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WorkRamp to Pleo? Yes. When something happens in WorkRamp, your agent can act in Pleo too. This page covers both directions: WorkRamp's triggers and Pleo's actions are listed here as well. ### ### Do I have to build a connector for Pleo or WorkRamp? 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 WorkRamp 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.