Connect Breeze and Pennylane

Both apps 75Breeze 36Pennylane 39

• Trigger
  New Project

  Triggers when a new project is created in Breeze.

• Trigger
  New Task

  Triggers when a new task is created in the selected Breeze project.

• Trigger
  Project Renamed

  Triggers when a Breeze project is given a new name.

• Trigger
  Tag Added to Task

  Triggers when a tag is added to a task in the selected Breeze project.

• Trigger
  Task Moved

  Triggers when a task is moved to a different list in the selected Breeze project.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in the selected Breeze project.

• Action
  Add comment

  Adds a comment to a task in a Breeze project. Returns the comment that was created.

• Action
  Add list

  Adds a new list to a Breeze project. Returns the list that was created.

• Action
  Add time entry

  Logs a time entry against a task in a Breeze project. Returns the time entry that was created.

• Action
  Add todo

  Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.

• Action
  Create New Project

  Creates a new project in Breeze. Returns the project that was created.

• Action
  Create New Task

  Creates a new task (card) in a Breeze project. Returns the task that was created.

• Action
  Delete card

  Deletes a task (card) from a Breeze project.

• Action
  Delete comment

  Deletes a comment from a task in a Breeze project.

• Action
  Delete list

  Deletes a list from a Breeze project.

• Action
  Delete project

  Deletes a project from Breeze.

• Action
  Delete time entry

  Deletes a time entry from a task in a Breeze project.

• Action
  Delete todo

  Deletes a checklist item from a task in a Breeze project.

• Action
  Find Project

  Returns the Breeze projects whose name contains the text you supply.

• Action
  Generate time tracking report

  Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.

• Action
  Get card

  Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.

• Action
  Get project

  Returns a single Breeze project, including its budget, members and tracked time.

• Action
  List cards

  Returns the tasks (cards) in a Breeze project, 100 per page.

• Action
  List comments

  Returns the comments on a task in a Breeze project.

• Action
  List lists

  Returns the lists in a Breeze project.

• Action
  List projects

  Returns all active projects in the Breeze account.

• Action
  List time entries

  Returns the time entries logged against a task in a Breeze project.

• Action
  List todos

  Returns the items on a checklist of a task in a Breeze project.

• Action
  List users

  Returns the people on your Breeze team.

• Action
  Move card

  Moves a task to another list, or to another position within its list.

• Action
  Update card

  Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.

• Action
  Update comment

  Changes the text of a comment on a task in a Breeze project. Returns the updated comment.

• Action
  Update list

  Renames a list in a Breeze project. Returns the updated list.

• Action
  Update project

  Updates a Breeze project. Only the values you supply are changed. Returns the updated project.

• Action
  Update time entry

  Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.

• Action
  Update todo

  Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.

• 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.