1.Monitors new expense
Integrate Pleo and accounting tools to detect new expense records and trigger the downstream notification flow.
Post new company card expenses to your finance channel
Automatically monitor new expense records across Pleo, Formatter by Zapier, and Slack. Get instant alerts when new expense submitted, amounts captured or merchant details updated—so you can review spend, reconcile totals, and brief finance without manual follow-up.
How this automation sends finance alerts faster
When new expense records appear, delays can slow spend review and cause missed follow-up. This automation captures expenses in Pleo, formats key details, and posts channel messages—so your team can review faster and act confidently.
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2.Formats expense message
Integrate Formatter by Zapier and data formatting tools to create a display amount string and trim merchant text.
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3.Posts expense notice
Integrate Slack and finance channels to send channel messages with formatted amounts, merchant details, and expense references.
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Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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