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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
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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
    • Tag Group IdRequired

    • Attribute IdRequired

    • Attribute ValueRequired

    Action
    Write
    • employee IDRequired

    Action
    Write
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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.
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  • Databases

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pleo logo

About Pleo

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

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