monday.com + Pleo

Create new items in monday.com from new expenses in Pleo

Keep track of your business expenses efficiently. When a new expense is recorded in Pleo, this workflow seamlessly creates a corresponding item in monday.com. This process ensures a well-organized documentation of expenses, saving you time and reducing the risk of errors or oversights. Implement this workflow to facilitate a streamlined approach to expense management.

Keep track of your business expenses efficiently. When a new expense is recorded in Pleo, this workflow seamlessly creates a corresponding item in monday.com. This process ensures a well-organized documentation of expenses, saving you time and reducing the risk of errors or oversights. Implement this workflow to facilitate a streamlined approach to expense management.

  1. When this happens...
    PleoPleo
    New Expense

    Triggers when a new expense is added.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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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
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Help

Related categories

  • Project Management

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pleo logo
pleo logo

About Pleo

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

Related categories

  • Accounting