Connect pleo and karbon to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between pleo and karbon?

To start, connect both your pleo and karbon accounts to viaSocket. Once connected, you can set up a workflow where an event in pleo triggers actions in karbon (or vice versa).

Can we customize how data from pleo is recorded in karbon?

Absolutely. You can customize how pleo data is recorded in karbon. This includes choosing which data fields go into which fields of karbon, setting up custom formats, and filtering out unwanted information.

How often does the data sync between pleo and karbon?

The data sync between pleo and karbon typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from pleo to karbon?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between pleo and karbon?

Yes, you can set conditional logic to control the flow of data between pleo and karbon. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

pleo

About pleo

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

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karbon

About karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

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