Connect Convirza and Pennylane

Both apps 65Convirza 25Pennylane 40

• Trigger
  New Call

  Triggers when a new tracked call is recorded.

• Action
  Add group

  Creates a new group (organizational unit) in your Convirza account under the parent group you choose.

• Action
  Add phone number

  Orders (purchases) a phone number from a carrier and reserves it in your Convirza inventory, returning the new number's id.

• Action
  Add SMS broadcast

  Creates an SMS broadcast that sends a message to selected contacts or contact lists, immediately or at a scheduled time.

• Action
  Delete group

  Deletes a group (organizational unit) in Convirza. The group's history is kept, but it no longer appears in active views.

• Action
  Delete SMS broadcast

  Cancels a scheduled SMS broadcast so it is not sent. Fails if the broadcast is scheduled within the next 15 minutes or has already been sent.

• Action
  Delete User

  Deletes a user.

• Action
  Find phone numbers

  Searches for phone numbers available to order or provision, by area code, exchange, digit pattern or rate center.

• Action
  Get AI voice agent

  Returns the full configuration of one AI voice agent, including its prompt, greeting, voice, phone number and knowledge base.

• Action
  Get Call

  Returns one tracked call, with its caller, campaign, routing and disposition details.

• Action
  Get group

  Returns the details of a single group (organizational unit), including its name, parent group, address and industry.

• Action
  Get Group Tree

  Returns the organization's group hierarchy.

• Action
  Get SMS broadcast

  Returns the details of one SMS broadcast, including its message, tracking number, recipients and next scheduled run.

• Action
  Get User

  Returns one user by ID.

• Action
  List Ad Sources

  Returns the advertising sources campaigns can be attributed to.

• Action
  List AI voice agents

  Returns the AI voice agents configured in the account, optionally filtered by status, group or search text.

• Action
  List Calls

  Returns tracked calls matching a date range and optional campaign, group, disposition and caller filters.

• Action
  List groups

  Returns the sub-groups under your organization's group (or a chosen parent group), optionally filtered by name or status.

• Action
  List media prompts

  Returns the call flow audio recordings (prompts, whispers and voicemails) available to a group and its parent groups.

• Action
  List phone numbers

  Returns the tracking phone numbers provisioned in your Convirza account, optionally filtered by area code, exchange or number pattern.

• Action
  List SMS broadcasts

  Returns SMS broadcasts with their status and delivery counts, optionally filtered by name, sender, status or date range (last 7 days by default).

• Action
  List SMS Conversations

  Returns SMS conversation threads, filterable by date range and search text.

• Action
  List Users

  Returns users in a group and its sub-groups, filterable by name, email and role.

• Action
  Update group

  Updates only the supplied details of an existing group (organizational unit), such as its name, address or industry.

• Action
  Update user

  Updates an existing Convirza user, changing only the details you fill in (name, email, role, status, group, ring-to number and permissions).

• 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 ledger entry

  Creates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines.

• 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.