Pleo integration with Google Sheets
How to Add new expenses in Pleo to Google Sheets row(s)
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new expenses in Pleo to Google Sheets row(s)" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pleo integrations
Pleo actions
Nekton can use any feature that is available in Pleo API.
Using our advanced AI, you can easily create custom automations for Pleo.
Here are some typical actions you can do in your automated workflows.
Create Employee
Creates employee in Pleo
Delete an Employee
Delete an Employee on Pleo
Update an Employee
Updates an Employee on Pleo
Create Tag
Creates a Tag in the System.
Get an Employee
Get an employee by employee id
New Employee
Triggers when a new employee is created.
About Pleo
Pleo offers smart company cards that automate expense reports and simplify company spending.