Connect pleo and Orderry to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for pleo
Choose an Action
Automatically do this!
Create Task
Create Comment on Task
Create Order Comment
Create Comment for Invoice
Create Client
Update Contact
Create Inquiry
Create Payment
Update Task
Enable Integrations or automations with these events of pleo and Orderry
Enable Integrations or automations with these events of pleo and Orderry
Triggers
Task Created
Triggers when New Task.
Actions
Create Task
Create a Task
Create Comment on Task
Create Comment on Task
Create Order Comment
Add a comment to a specific order.
Create Comment for Invoice
Use this method to add comments to the invoice's Event Feed.
Create Client
Update Contact
Update existed contact.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your pleo and Orderry accounts to viaSocket. Once connected, you can set up a workflow where an event in pleo triggers actions in Orderry (or vice versa).
Absolutely. You can customize how pleo data is recorded in Orderry. This includes choosing which data fields go into which fields of Orderry, setting up custom formats, and filtering out unwanted information.
The data sync between pleo and Orderry typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between pleo and Orderry. 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.
About pleo
Pleo offers smart company cards that automate expense reports and simplify company spending.
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