Connect Pleo to Zixflow

Both apps 46Pleo 26Zixflow 20

• 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 collection record

  Create a record in a collection. Docs: docs.zixflow.com/api-reference/records/create

• Action
  Create Activity

  Create activity/task in the system.

• Action
  Create List Entry

  Create list entry in the system

• Action
  Delete Activity

  Delete activity/task in the system.

• Action
  Delete Collection Record

  Delete specific collection record within the system.

• Action
  Delete List Entry

  Delete specific list entry within the system. It will not delete collection record.

• Action
  Find activities

  List/query activities and tasks.

• Action
  Find collection records

  List/query records of a collection with filters and sorting.

• Action
  Find list entries

  List/query entries of a list. Docs: docs.zixflow.com/api-reference/list-entries/get

• Action
  Find or Create Collection Record

  Create collection record or locate existing record within the system, eliminating duplicates if present.

• Action
  Get activity

  Get an activity by ID. Docs: docs.zixflow.com/api-reference/activity-list/get-by-id

• Action
  Get collection

  Get a collection by ID.

• Action
  Get collection record

  Get one collection record by ID. Docs: docs.zixflow.com/api-reference/records/get-by-id

• Action
  Get list entry

  Get one list entry by ID. Docs: docs.zixflow.com/api-reference/list-entries/get-by-id

• Action
  List attributes

  List attributes of a collection or list. Docs: docs.zixflow.com/api-reference/attributes/get-list-of-attributes

• Action
  List collections

  List system and custom collections.

• Action
  List lists

  List all lists. Docs: docs.zixflow.com/api-reference/list/get-list-of-lists

• Action
  List workspace members

  List workspace members.

• Action
  Update Activity

  Update activity/task in the system.

• Action
  Update Collection Record

  Designed to seamlessly update individual collection record data within the system.

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