Best answer

How can I retrieve the invoice URL from the Pleo "New Expense" Trigger in Zapier?


Userlevel 1

Problem Description:

I am currently facing an issue with the Pleo app integration on Zapier. When I use the "New Expense" trigger, I am unable to obtain the URL of the receipt associated with the expense. However, if I use the "New Receipt" trigger, I can successfully retrieve the receipt URL. The challenge I face with the "New Receipt" trigger is that it requires a specific Pleo Expense ID, which limits its usefulness in my workflow.

My Goals:

  1. Whenever a new expense is created, I want to transfer the expense data to Notion and save the associated receipt to Google Drive. Additionally, I will paste the receipt URL onto the corresponding entry in Notion.
  2. Whenever an expense is updated and a receipt is added, I want the updated receipt information to be reflected in Drive and Notion as well.

😊🙏 I would greatly appreciate any assistance or guidance on how to overcome this issue and achieve my goals effectively. Thank you in advance for your support!

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Best answer by Troy Tessalone 8 July 2023, 18:16

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5 replies

Userlevel 7
Badge +14

Hi @digidockaurora 

Good question.

Can you provide an example of the desired link you are looking to use?

Perhaps there is a the Receipt ID.

If so, then you can use a combo of static values and dynamic values to create the Receipt URL.

e.g. https://pleo.io?id=[RECEIPT ID]

Userlevel 1

Hey @troy, thank you for your assistance!

I have attempted to utilize a combination of static and dynamic values to create the Receipt URL, but it seems that it may not work due to the presence of an AccessKeyId and token in the URL. Here's an example URL (with altered characters for security):

```
https://pleo-receipts.s3.eu-west-1.amazonaws.com/261cff1e-a5e6-4bef-bfb8-a633a9f69f1b/c7abed10-b5a3-47e6-bed5-25af6a2bf27b-d000dc0-9300-4d2f-a794-f7e03aea6b1a.org.pdf?AWSAccessKeyId=ASIA5YZDEXLXOSJEPTQQ&Expires=1698831750&Signature=emnM7G4Rx4TXRWlyPdJO6dXk%2BgU%3D&x-amz-security-token=IQre56b3JpZ7luX2VjEP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCWV1LXdlc3QtMSJIMEYCIQDnL5%2GY6REVfOf4KVBYFYHBMKriardBzBuyD19pBg7QIhAK8mnGaz%2BUWym9fkdPTt%2F6eojI612glqIxXoOmsJmJlwKvoECHgQBBoMOTQ2NTc3MTI4MTc0IgwC8vAqFMVyW%2BSfIfEq1wSl3GaDMgWtvE2GYCz%2B4kRLAs5sBXqHnN79cThR%2FdXymvq8CKSvY25N4TQjKcZlbdeg8BcYfXLAJ3j9MC5vXg8mQZ%2BvoDufnKRtsZAVaAUuo%2F6dlKtWpqni32dYA5AU3rJMIc9U09ICPsENWec1iPcb3gCgAVRzIZV7pqf2e34g4aLN8kEGxCdwBxF3YNSiFsFpp35jT%2Fyp3Wnr87P9wdpwnjNbUD6UQpnfChqu77czooK%2B%2BPGjHgMdVclfkFpIMIL3f3i1a4%2FAu%2F0m9z7xg%2BTziyV%2BNuq8OD%2BUFDQWWKN7wpi2VQso1Pf7PAKSbeP5gnOzSEaR19JQBNMAxEajNytkY0DVitxHR3D78SiIjnlcj4CLRRJZcVLvgcAP5E4WxnQY%2FzTCJRsDeJcTHgAZcTrKd55f6GwYyGK6PdcL9rRWLalyj6zP2SMVM5rdY1JtyJinx7Hk%2FAyc05ItCeP70LOPEY2v5KU65Hp%2FOZTEG1v0oPDlhQV9vZ5hut5o7%2FHLiPJwJt7dy3Nhzka34BNaSCv%2FaeqZDCGT50%2BaObIO7Zn1KENXQqoV%2FUQy0iAvsA8E72fFVyBqVXm2R28f7eM8L%2F4p9W5UsoDbcPZloPx%2FO1oiYJiaeKmBr5uc18RpY7GVyPjv3d%2FfeHLmPgiDSNom4y5Lads2AGyPO8GRubkQZgL9sMyjgmV%2F3%2FsdigD1UkwtdCcz7aBlD28u38xGhRq01GUhv9uy4MI%2B19Dc2yPrK8wkJi3GXoLzPN8hOyB%2FsVNFtuUP%2Bv%2BEHgX6IKAiTtnwjjHzlX06c0GpbjDN8aWlBjqZAbB80eQpsI4ZDoVqqZUEUGCIh5wQlhuSgJDY0VBKN9KWOTUFZsO9f%2BNflQCWZWuyFqNI9ArdZN0Yuvlw6Z3iqYlNmAI03GpIKrzF52IRm6K07gbVGvKO0Oem0FjZYsThPMBrxXHR%2FswTZtKKmzcFAqr5SV03x7ikOiAID55LbdNcDdhIAjJzGYQnw7u1LrEqI%2FvOoM5xlW%2FypQ%3D%3D
```

My guess is that there may be a simpler solution. When I use the "New Receipt" trigger instead of the "New Expense" trigger, it retrieves the receipt ID directly (as shown in the screenshot).

I would greatly appreciate your thoughts and suggestions regarding this matter.

 

Thank you again for your help!

Userlevel 7
Badge +14

@digidockaurora 

That Receipt URL looks to be a file hosted on Amazon AWS by Pleo.

 

What data points are returned for the trigger: Pleo - New Expense

(screenshots)

 

TBD: You may have to use the Pleo API: https://developers.pleo.io/reference/introduction

 

App APIs can be used in Zaps with these apps:

  • Code
  • Webhooks
Userlevel 1

Thanks again @Troy Tessalone 

See in the screenshot the datapoints returned for the trigger: Pleo - New Expense

🙏

Userlevel 7
Badge +14

@digidockaurora 

Pleo Expense ID

 

Pleo Receipt IDs

 

Pleo API Endpoint: https://developers.pleo.io/reference/getexpensereceipt

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace