Connect CONSENSUS and Pleo

Both apps 46CONSENSUS 17Pleo 29

• Trigger
  Demo Watched

  Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).

• Trigger
  New Lead

  Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.

• Action
  Create Demo Link

  Creates a marketing share link for a demo.

• Action
  Create Lead

  Creates a lead in Consensus from a contact's name, email and company.

• Action
  Create Mail Merge Link

  Creates a mail merge link for a demo using your email platform's merge tags.

• Action
  Delete Recipient

  Deletes a demo recipient and their data by email address.

• Action
  Find Leads

  Returns leads captured by your demos, optionally filtered by email address or date range.

• Action
  Find Recipient

  Finds a demo recipient by email address.

• Action
  Find Sent Demos

  Returns the demos your team has sent to prospects, with their view counts and recipients.

• Action
  Get Current User

  Returns the Consensus user this connection acts as and their organization.

• Action
  Get Demo by Link Hash

  Returns the demo that a Consensus share link points to.

• Action
  Get Mail Merge Link

  Returns one mail merge link.

• Action
  List Mail Merge Links

  Returns your mail merge links.

• Action
  List Mail Merge Platforms

  Returns the email platforms you can build mail merge links for.

• Action
  Search Demos

  Returns the demos whose title matches your search text, with their preview links and owners.

• Action
  Send Demo

  Sends a demo to a prospect contact and returns the personal share link.

• Action
  Update Sent Demo

  Updates the company or opportunity on a demo you sent.

• Trigger
  New Employee

  Triggered when a new employee is added in Pleo.

• Trigger
  New Expense

  Triggers when a new expense (accounting entry) is recorded in Pleo.

• Trigger
  New Receipt

  Triggers when a new receipt is uploaded to an expense 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 Receipt

  Returns one receipt attached to an expense, including a temporary link to download the receipt file.

• 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.

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