Airtable + Pleo

Create records in Airtable from new expenses in Pleo

When a new expense is registered in the Pleo app, this workflow will ensure a record is swiftly created in Airtable. This process not only keeps your expense tracking efficient but also helps maintain a well-organized and up-to-date financial record. Improve your expense management with this streamlined and simple automation.

When a new expense is registered in the Pleo app, this workflow will ensure a record is swiftly created in Airtable. This process not only keeps your expense tracking efficient but also helps maintain a well-organized and up-to-date financial record. Improve your expense management with this streamlined and simple automation.

  1. When this happens...
    PleoPleo
    New Expense

    Triggers when a new expense is added.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Pleo triggers, actions, and search

    New Employee

    Triggers when a new employee is created.

    Trigger
    Scheduled
    Try It
    • Expense ID

    Trigger
    Scheduled
    Try It
    • EmailRequired

    Action
    Write
    • Employee IdRequired

    Action
    Write
  • Pleo triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Scheduled
    Try It
  • Pleo triggers, actions, and search

    New Tag

    Triggers when a new tag is created.

    Trigger
    Scheduled
    Try It
    • Tag Group IdRequired

    • Attribute IdRequired

    • Attribute ValueRequired

    Action
    Write
    • employee IDRequired

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

Related categories

  • Databases

Similar apps

Quickbase integrationsQuickbase integrations

Quickbase

Databases
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
pleo logo
pleo logo

About Pleo

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

Related categories

  • Accounting