Pleo and Salesflare

How to connect Pleo

About Pleo

Pleo offers smart company cards that automate expense reports and simplify company spending.

Pleo operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Employee — Triggers when a new employee is created.
  • New Expense — Triggers when a new expense is added.
  • New Receipt — Triggers when a new receipt is attached to the related expense.
  • New Tag — Triggers when a new tag is created.

Actions (8)

Things Salesflare can make it do

  • Create Employee — Creates employee in Pleo
  • Create Tag — Creates a Tag in the System.
  • Delete an Employee — Delete an Employee on Pleo
  • Get Expense — Action to get information about a Pleo expense
  • Get Receipt — Get a receipt from an expense
Show 3 more actions
  • Get Tax Code — get tax code information
  • Get an Employee — Get an employee by employee id
  • Update an Employee — Updates an Employee on Pleo

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