Connect Asana and Pennylane

Both apps 73Asana 34Pennylane 39

• Trigger
  Completed task in project

  Triggered when any task is completed in the selected project.

• Trigger
  New comment on task

  Triggered when any new comment is made to the selected task.

• Trigger
  New or updated task in project

  Triggered when any task is added or updated in the specified project in the specified workspace.

• Trigger
  New project in workspace

  Triggered when a new project is added to the selected workspace.

• Trigger
  New story on task

  Triggered when any new story is made to the selected task.

• Trigger
  New tag in workspace

  Triggered when a new tag is added to the selected workspace.

• Trigger
  New task assigned to you in workspace

  Triggered when a task is assigned to you in the selected workspace.

• Trigger
  New team in workspace

  Triggered when a new team is added to the selected workspace.

• Trigger
  New user

  Triggered when a new user is created.

• Trigger
  New workspace

  Triggered when a new workspace is created.

• Action
  Add attachment

  Upload an attachment to a task.

• Action
  Add tag to task

  Adds an existing tag to a task.

• Action
  Add task to section

  Moves a task into a section of a project.

• Action
  Associate task to project

  Associates a newly created task to a specified project in the specified workspace.

• Action
  Complete task

  Marks a task as completed.

• Action
  Create new comment

  Creates a new comment on the specified task.

• Action
  Create new project

  Creates a new project in the specified workspace.

• Action
  Create new task

  Creates a new task in a workspace or project.

• Action
  Create section in project

  Creates a new section within a project.

• Action
  Create subtask

  Creates a subtask under an existing parent task.

• Action
  Delete comment

  Delete a comment (story) by gid.

• Action
  Delete project

  Delete a project by gid.

• Action
  Delete task

  Permanently deletes a task.

• Action
  Duplicate task

  Creates a copy of an existing task.

• Action
  Find tasks in project

  Returns the tasks belonging to a project.

• Action
  Get project

  Fetch a single project by its gid.

• Action
  Get task by ID

  Returns a single task's details by its ID.

• Action
  Get user

  Fetch a single user by gid (or 'me').

• Action
  List attachments

  List attachments on a task.

• Action
  List projects

  List projects in a workspace, optionally filtered by team.

• Action
  List users

  List users in a workspace.

• Action
  Remove tag from task

  Removes a tag from a task.

• Action
  Update project

  Update a project's fields (name, notes, due date, etc).

• Action
  Update task

  Updates an existing task's fields.

• Trigger
  New Billing Subscription V2

  Triggers when a new billing subscription is created in Pennylane.

• Trigger
  New Customer Invoice V2

  Triggers when a new customer invoice or credit note is created in Pennylane.

• Trigger
  New Customer V2

  Triggers when a new customer (company or individual) is created in Pennylane.

• Trigger
  New Product V2

  Triggers when a new product is created in Pennylane.

• Trigger
  New Quote V2

  Triggers when a new quote is created in Pennylane.

• Action
  Add supplier

  Creates a supplier in Pennylane and returns the new supplier record.

• Action
  Create Company Customer V2

  Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer.

• Action
  Create Customer Invoice V2

  Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer.

• Action
  Create Individual Customer V2

  Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences.

• Action
  Create Product V2

  Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product.

• Action
  Create Quote V2

  Creates a quote for a customer in Pennylane, with its line items, dates and optional discount.

• Action
  Finalize customer invoice

  Finalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits.

• Action
  Get Billing Subscription V2

  Returns one billing subscription, including its schedule, status, customer and invoice settings.

• Action
  Get supplier

  Returns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account.

• Action
  Get supplier invoice

  Returns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status.

• Action
  Get transaction

  Returns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier.

• Action
  List bank accounts

  Returns the company's bank accounts with their currency, balance, journal and ledger account.

• Action
  List billing subscriptions

  Returns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date.

• Action
  List categories

  Returns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code.

• Action
  List customer invoices

  Returns customer invoices and credit notes, optionally filtered and sorted.

• Action
  List customers

  Returns a list of company and individual customers in Pennylane, optionally filtered and sorted.

• Action
  List ledger accounts

  Returns the company's ledger accounts (chart of accounts), up to 1000 per call, optionally filtered by number, id or enabled status.

• Action
  List ledger entries

  Returns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date.

• Action
  List products

  Returns the products in the Pennylane company, optionally filtered by label, reference or id.

• Action
  List quotes

  Returns the quotes in your Pennylane company, optionally filtered by customer or status.

• Action
  List supplier invoices

  Returns the supplier invoices in your Pennylane company, optionally filtered and sorted.

• Action
  List suppliers

  Returns the suppliers in your Pennylane company, optionally filtered and sorted.

• Action
  List transactions

  Returns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id.

• Action
  Retrieve Customer V2

  Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings.

• Action
  Retrieve Invoice V2

  Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments.

• Action
  Retrieve Product V2

  Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values.

• Action
  Retrieve Quote V2

  Returns a single quote by its ID, including amounts, status, customer and dates.

• Action
  Update Billing Subscription V2

  Updates a billing subscription in Pennylane: stop or resume it, change its invoicing mode, payment terms, schedule, customer or invoice content.

• Action
  Update Company Customer V2

  Updates an existing company customer in Pennylane and returns the updated customer.

• Action
  Update customer invoice

  Updates a customer invoice in Pennylane. Draft invoices accept all fields; finalized invoices accept only label, external reference, transaction reference, invoice line imputation/performance dates and installments.

• Action
  Update Individual Customer V2

  Updates an individual (person) customer in Pennylane and returns the updated customer.

• Action
  Update Product V2

  Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields.

• Action
  Update Quote V2

  Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote.

• Action
  Update supplier

  Updates an existing supplier in Pennylane and returns the updated supplier.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.