Connect Busybusy and Pennylane

Both apps 72Busybusy 33Pennylane 39

• Trigger
  Certifications: Certification Updated

  Triggers when a certification is created or updated in Busybusy.

• Trigger
  Certifications: New Certification Created

  Triggers when a new certification type is created in Busybusy.

• Trigger
  Employee Created

  Triggers when a new employee (member) is added to your busybusy organization.

• Trigger
  Employee Updated

  Triggers when an employee in busybusy is created or changed.

• Trigger
  Project Created

  Triggers when a new project is created in busybusy.

• Trigger
  Project Updated

  Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived.

• Action
  Archive Employee

  Archives an employee (member) in busybusy by setting their archived date.

• Action
  Archive Project

  Archives a project in Busybusy by setting its archived date.

• Action
  Certifications: Create Certification

  Creates a certification type in your Busybusy organization that employees can later be certified against.

• Action
  Certifications: Create Employee Certification

  Records that an employee holds a certification, with its issue, renewal and expiry dates.

• Action
  Certifications: Delete Certification

  Deletes a certification from your Busybusy organization by marking it deleted.

• Action
  Certifications: Renew Employee Certification

  Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date.

• Action
  Certifications: Search Certifications

  Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications.

• Action
  Certifications: Update Certification

  Updates an existing certification's name, description, renewal period or documentation settings.

• Action
  Certifications: Update Employee Certification

  Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to.

• Action
  Create Break Entry

  Creates a break on an existing busybusy time entry, with its start time and optional end time.

• Action
  Create Budget

  Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment.

• Action
  Create Cost Code Group

  Creates a cost code group in busybusy for organizing cost codes.

• Action
  Create Employee

  Creates a new employee (member) in your busybusy organization.

• Action
  Create Equipment

  Creates a piece of equipment in busybusy with its name, model, serial number and tracking options.

• Action
  Create Project

  Creates a new project in busybusy.

• Action
  Create Time Entry

  Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment.

• Action
  Search Break Entries

  Returns the break entries that match the filters you supply, such as a time entry, start time or paid status.

• Action
  Search Employee (Single)

  Finds a single employee by ID and returns the first matching employee record.

• Action
  Search Employees (Multiple)

  Returns the employees that match the filters you supply, such as name, username, employee number or group.

• Action
  Search Projects (Multiple)

  Returns all projects matching the given title, parent project, ID or dates.

• Action
  Unarchive Cost Code

  Restores an archived cost code so it is active again.

• Action
  Unarchive Employee

  Restores an archived employee in busybusy so they are active again.

• Action
  Unarchive Project

  Restores an archived project in Busybusy so it is active again.

• Action
  Update Cost Code

  Updates an existing cost code's title, code, unit, group, insurance classes or custom fields.

• Action
  Update Employee

  Updates an existing busybusy employee's name, username, contact details, position, employee number or group.

• Action
  Update Equipment

  Updates an existing piece of equipment in busybusy, changing only the details you fill in.

• Action
  Update Project

  Updates an existing project's name, parent project, or archive date in busybusy.

• 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.