Notion + Pleo

Create new Notion items from new Pleo expenses

Streamline your financial recordkeeping with this workflow. When a new expense is recorded in the Pleo app, a corresponding item is created in your Notion database right away. This can save time and reduce manual data entry, ensuring all financial transactions are neatly organized and easy to track. Check expenses in Pleo and find them neatly documented in Notion in no time.

Streamline your financial recordkeeping with this workflow. When a new expense is recorded in the Pleo app, a corresponding item is created in your Notion database right away. This can save time and reduce manual data entry, ensuring all financial transactions are neatly organized and easy to track. Check expenses in Pleo and find them neatly documented in Notion in no time.

  1. When this happens...
    PleoPleo
    New Expense

    Triggers when a new expense is added.

    TriggerScheduled
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    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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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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Related categories

  • Task Management
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About Pleo

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

  • Accounting