Connect IntelligenceBank and Pennylane

Both apps 75IntelligenceBank 35Pennylane 40

• Trigger
  New Database Record

  Triggers when a new record is added to a chosen database.

• Trigger
  New Folder

  Triggers when a new resource folder is added, at the root or inside a chosen folder.

• Trigger
  New Markup Comment

  Triggers when a new markup comment is added to a resource, record or workflow request.

• Trigger
  New or Updated Database Record

  Triggers when a record in the chosen IntelligenceBank database is created or updated.

• Trigger
  New or Updated Record File

  Triggers when a file attached to a database record is added or updated.

• Trigger
  New or Updated Resource

  Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.

• Trigger
  New or Updated User

  Triggers when a user is created or updated in IntelligenceBank.

• Trigger
  New Permission Group

  Triggers when a new permission group is added.

• Trigger
  New Record File Revision

  Triggers when a new file or file revision is uploaded to a database record.

• Trigger
  New Resource

  Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.

• Trigger
  New User

  Triggers when a new user is added to IntelligenceBank.

• Trigger
  Updated Resource

  Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.

• Trigger
  Updated User

  Triggers when a user in IntelligenceBank is updated.

• Action
  Add Record Multi-Upload Field File or URL

  Appends file or URL attachments to a multiple-upload field on an existing database record.

• Action
  Create Compliance Risk Review

  Starts a compliance risk review of text or an uploaded file and returns the new review's id.

• Action
  Create Database Record

  Creates a new record in an IntelligenceBank database, filling in its form fields.

• Action
  Create Folder

  Creates a resource folder or sub-folder with a name and optional description.

• Action
  Create Markup Comment

  Creates a markup comment on a workflow request, database record or record file you participate in.

• Action
  Create Permission Group

  Creates a permission group, optionally copying another group's permissions.

• Action
  Create Record File Workflow Request

  Creates an approval workflow request for a file attached to a database record's multi-upload field.

• Action
  Create Resource

  Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.

• Action
  Delete Database Record

  Deletes a database record.

• Action
  Delete Markup Comment

  Deletes a markup comment by its ID.

• Action
  Get Compliance Risk Review Details

  Returns the status and results of a compliance risk review, including findings once the review has completed.

• Action
  Search Database Records

  Searches records in one database and returns the matches.

• Action
  Search Folders

  Searches resource folders by keyword or parent folder and returns the matching folders.

• Action
  Search Markup Comments

  Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.

• Action
  Search Permission Groups

  Searches permission groups by name and returns the matching groups.

• Action
  Search Users

  Searches IntelligenceBank users by keyword or email and returns the matching users.

• Action
  Update Permission Group

  Updates the name or description of an existing multi-user permission group.

• Action
  Update Resource Metadata

  Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.

• Action
  View a Record

  Returns all details of one database record.

• Action
  View Filter

  Returns a single filter and its values, as set up under Admin > Filters.

• Action
  View Group

  Returns the details of one permission group.

• Action
  View Resource Details

  Returns all details of one resource.

• 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.