Sastrify helps you efficiently map and manage your SaaS stack and spend through accounting integrations. Our integration with Pleo streamlines expense management by automatically importing SaaS expenses into Sastrify via Zapier. This ensures your expenses are linked to the right tools in the Spend tab, simplifying the process.


Please note that

  1. The Pleo integration pulls spend data only, not invoices, and does not support retroactive data retrieval. 
  2. Both Pleo and Zapier subscriptions must be active for the integration to work.
  3. To use the Pleo API, a Pleo Advanced plan is required. 
  4. A paid Zapier account is not required—you can use a free Zapier account to create zaps. However, with a free plan, updates occur every 15 minutes (e.g., a new expense in Pleo will take 15 minutes to sync with Sastrify). With a paid plan, expenses sync instantly. 

How to set up the Pleo integration (using Zapier)



Here is a step-by-step guide on how to set up the integration:

  1. Go to the Integrations > Discovery page in your Sastrify account
  2. Find the Pleo integration card under ERP & Accounting integrations.
  3. Click on “Manage in Zapier” to be taken to a landing page where you will see the Sastrify Zapier connection. You will need to sign in to your Zapier account if you haven't already done so.
  4. Create a new Zap by first connecting your Pleo account and creating the trigger on Pleo. 
  5. Select the event trigger as "New Expense".


  6. Pull the API key from Pleo to insert into Zapier and allow the connection. To learn how to access and use Pleo’s API key, click here.
  7. Select Sastrify from the Action List and select the template created for "Add Spend Data". Please note that you will only be able to find Sastrify in the drop-down list by clicking on the Zapier link through the connect page, as this is your unique invite access.


  8. Specify the data points to be mapped from Pleo to Sastrify to ensure the correct information is being pulled. This information has been provided to you in the table below.

  9. Connect and then return to Sastrify.
  10. Once you have completed the setup, any new spend added to Pleo will trigger the spend data to be added to the appropriate tool within Sastrify in the Spend tab. 


Please note that Zapier refreshes every 15 minutes, so any new expenses will be pulled in within this frequency.

What is a Zapier task?


In Zapier, a task is an automated action triggered by an event in one app, leading to an action in another. Each Pleo expense counts as a task, which Sastrify uses—along with the Supplier name—to create, populate, or update your SaaS stack.


Your Zapier subscription determines the number of tasks you can run. If you exceed the limit, an upgrade may be required. To check your usage, log in to Zapier and navigate to the "Usage" section to view remaining tasks.