Connect Hubflo and Pennylane

Both apps 102Hubflo 63Pennylane 39

• Trigger
  Client Invited to Portal

  Triggers when a new invitation to the portal is created.

• Trigger
  Company Updated

  Triggers when a company is updated.

• Trigger
  Message Sent

  Triggers when a message is sent in a chatroom

• Trigger
  New Chatroom

  Triggers when a new chatroom is created.

• Trigger
  New Comment on a Task

  Triggers when a new comment is created on a task.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New File Uploaded

  Triggers when a new file is uploaded.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Form

  Triggers when a new form is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Proposal

  Triggers when a new proposal is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Time Log

  Triggers when a new time log is created.

• Trigger
  New Workspace

  Triggers when a new workspace is created.

• Action
  Add a Participant to the Chatroom

  Add a participant to the Chatroom.

• Action
  Add Comment to a Task

  Adds a Comment to a Task.

• Action
  Add Embed to Workspace

  Adds embed to workspace

• Action
  Add Link to Workspace

  Adds link to workspace

• Action
  Add Project Section

  Add a section with tasks to a project

• Action
  Create a File for a Task

  Create a File for a Task.

• Action
  Create Company

  Creates a Company

• Action
  Create Contact

  Creates a Contact

• Action
  Create New Time Entry

  Creates a New Time Entry

• Action
  Create Note

  Creates a Note

• Action
  Create Project

  Create a Project

• Action
  Create Proposal

  Creates a proposal

• Action
  Create Task

  Creates a Task

• Action
  Create Workspace

  Creates a Workspace

• Action
  Create Workspace Folder

  Add a new folder to a workspace.

• Action
  Create Workspace Note

  Creates a Note in a Workspace

• Action
  Delete Workspace

  Deletes a workspace - Irreversible

• Action
  Edit Time Entry

  Edits a Particular Time Entry

• Action
  Find a Company

  Retrieves a Company.

• Action
  Find a Form

  Finds a Desired Form

• Action
  Find an Form Assignment

  Finds an Assignment of a Form.

• Action
  Find Chatroom

  Find chatroom from contacts.

• Action
  Find Contact

  Finds a Contact by Email

• Action
  Find Content Items

  Finds Content Items in a Organization.

• Action
  Find Project

  Returns the projects matching a name, owner, client contact or workspace.

• Action
  Find Sections of a Project

  Finds Sections of a Projects.

• Action
  Find the Form Assignments

  Finds Assignments of a Form.

• Action
  Find the Tasks

  FindsTasks or Subtasks.

• Action
  Find Workspace

  Returns the workspaces matching a title, a workspace id or a project.

• Action
  Find Workspace Folder

  Finds a Folder by Title in a Workspace

• Action
  Get Companies

  Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.

• Action
  Get Contacts

  Get all your contacts

• Action
  Invite Contact to Workspace

  Invite contact to a workspace

• Action
  List Task Comments

  Lists all Comments of a Task.

• Action
  Retrieve a Comment of Task

  Retrieves a Comment of Task.

• Action
  Retrieve a Task

  Retrieves a Particular Task.

• Action
  Retrieve Chatroom Participants

  Retrieve chatroom participants

• Action
  Retrieve Members

  Retrieve members of an organization

• Action
  Retrieve Messages of a Chatroom

  Retrieves messages from a given Chatroom.

• Action
  Send Form to a Client

  Sends form to a client.

• Action
  Send Message in a Chatroom

  Sends a Message in a Chatroom.

• Action
  Update Company

  Updates a Company

• Action
  Update Contact

  Updates a Contact

• Action
  Update Embed in Workspace

  Updates embed in workspace

• Action
  Update Project

  Updates a Project

• Action
  Update Task

  Updates a Task

• Action
  Update Workspace

  Updates a workspace.

• Action
  Update Workspace Folder

  Updates a Workspace folder.

• 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.