Connect Float and Pennylane

Both apps 75Float 36Pennylane 39

• Trigger
  New Allocation

  Triggers when a new allocation is created.

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  New Department

  Triggers when a new department is added.

• Trigger
  New Logged Time

  Triggers when a new logged time is created.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Person

  Triggers when a new person is added.

• Trigger
  New Phase

  Triggers when a new phase is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Time Off

  Triggers when a new time off is created.

• Trigger
  Updated Allocation

  Triggers when an allocation is modified.

• Trigger
  Updated Logged Time

  Triggers when a logged time is modified.

• Trigger
  Updated Phase

  Triggers when a phase is modified.

• Trigger
  Updated Project

  Triggers when a project is modified.

• Trigger
  Updated Project Task

  Triggers when a project task is modified.

• Action
  Create Allocation

  Creates a new allocation.

• Action
  Create Client

  Creates a new client.

• Action
  Create Department

  Creates a new department.

• Action
  Create Logged Time

  Creates a new logged time.

• Action
  Create Milestone

  Creates a new milestone.

• Action
  Create Person

  Creates a new person.

• Action
  Create Phase

  Creates a new phase.

• Action
  Create Project

  Creates a new project.

• Action
  Create Project Task

  Creates a new project task.

• Action
  Create Time Off

  Creates a new time off.

• Action
  Find Allocation

  Finds an allocation by ID.

• Action
  Find Logged Time

  Finds a logged time by ID.

• Action
  Find Person

  Finds a person by ID, email, or tag(s).

• Action
  Find Project

  Finds a project by ID, project_code, or tag(s).

• Action
  Update Allocation

  Update an existing allocation by ID.

• Action
  Update Logged Time

  Update an existing logged time entry by ID.

• Action
  Update Milestone

  Update an existing milestone by ID.

• Action
  Update Person

  Update an existing person by ID.

• Action
  Update Phase

  Update an existing phase by ID.

• Action
  Update Project

  Update an existing project by ID.

• Action
  Update Project Task

  Update an existing project task by ID.

• 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.