--- title: "Connect Instantly and Pennylane - APIANT.ai" description: "When \"New Event\" fires in Instantly, your agent runs \"Create Company Customer V2\" in Pennylane." canonical: "https://apiant.ai/connect/instantly-to-pennylane" --- # Connect Instantly and Pennylane When **New Event** fires in [Instantly](https://apiant.ai/connections/instantly), your agent runs **Create Company Customer V2** in [Pennylane](https://apiant.ai/connections/pennylane), or **New Billing Subscription V2** in Pennylane to **Add lead list** in Instantly. Describe the whole flow and it is built, tested on every scenario and kept running. Instantly **1** trigger Instantly **22** actions Pennylane **5** triggers Pennylane **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Instantly and Pennylane to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Instantly and Pennylane can do together ### From Instantly to Pennylane - When **New Event** in Instantly then **Create Company Customer V2** in Pennylane - When **New Event** in Instantly then **Create Customer Invoice V2** in Pennylane ### From Pennylane to Instantly - When **New Billing Subscription V2** in Pennylane then **Add lead list** in Instantly - When **New Customer Invoice V2** in Pennylane then **Add Lead to Campaign** in Instantly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Instantly and Pennylane ## Triggers and actions 6 triggers · 56 actions - Trigger **New Event** Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change. - Action **Activate campaign** Starts a campaign, or resumes a paused one, and returns the updated campaign. - Action **Add campaign** Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign. - Action **Add lead list** Creates a new lead list in Instantly for storing leads. - Action **Add Lead to Campaign** Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead. - Action **Add Tags to Campaigns** Assigns one or more custom tags to one or more campaigns. - Action **Add to Blocklist** Adds an email address or domain to the workspace's blocklist so it no longer receives emails. - Action **Create a New Tag** Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns. - Action **Delete blocklist entry** Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry. - Action **Delete lead** Permanently deletes a lead from your Instantly workspace and returns the deleted lead. - Action **Find Lead** Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match. - Action **Get Blocklist Entry** Returns a single block list entry (a blocked email address or domain) by its ID. - Action **Get campaign** Returns a campaign's full details, including its schedule, sequences, sending accounts and settings. - Action **Get lead** Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables. - Action **List campaigns** Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent. - Action **List lead lists** Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment. - Action **List leads** Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address. - Action **List Tag Mappings** Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns. - Action **Pause campaign** Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign. - Action **Remove Lead From Campaign** Removes one or more leads from an Instantly campaign, deleting them from that campaign. - Action **Remove Tags From Campaigns** Removes one or more custom tags from Instantly campaigns. - Action **Update lead** Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead. - Action **Update Lead Status** Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list. - 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. ## Each app on its own - [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly) - [ **Pennylane** Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate...](https://apiant.ai/connections/pennylane) Reviews ## What our customers say ## More from Instantly - [ **Instantly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/instantly-to-salesforce) - [ **Instantly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/instantly-to-slack) - [ **Instantly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/instantly-to-mailchimp) - [ **Instantly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/instantly-to-stripe) - [ **Instantly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/instantly-to-shopify) - [ **Instantly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/instantly-to-quickbooks-online) ## More into Pennylane - [ **HubSpot to Pennylane** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pennylane) - [ **Google Sheets to Pennylane** Google Sheets](https://apiant.ai/connect/google-sheets-to-pennylane) - [ **Gmail to Pennylane** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pennylane) - [ **Google Calendar to Pennylane** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pennylane) - [ **Google Drive to Pennylane** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pennylane) - [ **Mailchimp to Pennylane** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pennylane) Questions ## Instantly and Pennylane, answered ### ### What can start an automation from Instantly? Any of Instantly's 1 trigger in the catalog, including New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pennylane when something happens in Instantly? Any of Pennylane's 34 actions, including Create Company Customer V2, Create Customer Invoice V2, Create Individual Customer V2 and Create Product V2. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pennylane to Instantly? Yes. When something happens in Pennylane, your agent can act in Instantly too. This page covers both directions: Pennylane's triggers and Instantly's actions are listed here as well. ### ### Do I have to build a connector for Instantly or Pennylane? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Instantly and Pennylane without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.