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Create tags in Pleo for new jobs in Eworks Manager
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Eworks Manager + Pleo
Add new Pleo expenses to Eworks Manager
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Pleo + Eworks Manager

Create tags in Pleo for new jobs in Eworks Manager

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Eworks Manager + Pleo

Add new Pleo expenses to Eworks Manager

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Pleo + Eworks Manager

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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Accepted" from Eworks Manager.

Add your action

An action happens after the trigger—such as "Create Employee" in Pleo.

You’re connected!

Zapier seamlessly connects Eworks Manager and Pleo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Appointment Accepted
Triggers when an appointment is accepted.
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Appointment Declined
Triggers when an appointment is declined.
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Appointment on Route
Triggers when an appointment status changed to on route.
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Appointment Status Changed
Triggers when appointment status is changed.
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Instant
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Expense Authorised
Triggers when an expense is authorised.
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Expense Updated
Triggers when an expense is updated.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
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Item Updated
Triggers when an item is updated.
Trigger
Instant
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Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
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Job Completed
Triggers when a job is completed.
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Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
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Job Updated
Triggers when a job is updated.
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Lead Rejected
Triggers when a lead is rejected.
Trigger
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New Appointment
Triggers when a new job appointment is created.
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New Expense
Triggers when a new expense is created.
Trigger
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New Item
Triggers when a new Item is created.
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New Lead
Triggers when a new lead is created.
Trigger
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New Quote
Triggers when a new quote is created.
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Purchase Order Approved
Triggers when a purchase order is approved.
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Purchase Order Paid
Triggers when a purchase order is paid.
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Quote Accepted
Triggers when a quote is accepted.
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Quote Updated
Triggers when a quote is updated.
Trigger
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer Name
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Notes
- Item Code
  Required
- Item Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
  Required
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write
New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Tag
Triggers when a new tag is created.
Trigger
Polling
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- Tag Group Id
  Required
- Attribute Id
  Required
- Attribute Value
  Required
Action
Write
- Employee Id
  Required
Action
Write
- Expense ID
- Receipt
Action
Write
- Employee Id
  Required
- First Name
- Last Name
- Job Title
Action
Write

Appointment Action Required
Triggers when an appointment status is action required.
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Instant
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Appointment Completed
Triggers when an appointment is completed.
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Customer Updated
Triggers when a customer is updated.
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Expense Paid
Triggers when an expense is paid.
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Invoice Cancelled
Triggers when an invoice is cancelled.
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Invoice Updated
Triggers when an invoice is updated.
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Job Action Required
Triggers when a job status is changed to Action Required.
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Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
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Instant
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Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
- Price
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
- Telephone
- Mobile
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
- Price
- Item Description
Action
Search or write
New Employee
Triggers when a new employee is created.
Trigger
Polling
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- Expense ID
Trigger
Polling
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- Email
  Required
Action
Write
- Employee Id
  Required
Action
Write
- Expense ID
Action
Write
- Tax Code
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Eworks Manager and Pleo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Eworks Manager to Pleo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

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Related categories

Project Management

About Pleo

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

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Related categories

Accounting

Connect Eworks Manager and Pleo to unlock the power of automation

Set up your first integration

Create tags in Pleo for new jobs in Eworks Manager

Add new Pleo expenses to Eworks Manager

Create tags in Pleo for new jobs in Eworks Manager

Add new Pleo expenses to Eworks Manager

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Eworks Manager and Pleo to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Eworks Manager to Pleo on the world's largest no-code automation platform