Connect JotForm and Pennylane

Both apps 77JotForm 38Pennylane 39

• Trigger
  New Form Submission

  Polling trigger: fires when a new submission is received for the specified form.

• Trigger
  New Form Submission (instant)

  Triggers instantly when someone submits the chosen form.

• Action
  Add New Question to Specified Form

  Add new question to specified form

• Action
  Add or Edit a Single Question Properties

  Add or edit a single question properties

• Action
  Add Resources to Label

  Add Resources to Label

• Action
  Add Submissions to the Form

  Add Submissions to the Form

• Action
  Clone Form

  Clone an existing form.

• Action
  Create Folder

  Create Folder

• Action
  Create Form

  Create a new form

• Action
  Create or Replace Form

  Create new forms

• Action
  Create Report

  Create report

• Action
  Create Submission

  Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.

• Action
  Delete a Report

  Delete a Report

• Action
  Delete Folder

  Delete Folder

• Action
  Delete Form

  Delete a form (moves to trash).

• Action
  Delete Form Question

  Delete Form Question

• Action
  Delete Submission

  Delete a single submission.

• Action
  Edit Submission Data

  Edit Submission Data

• Action
  Get Details About a Question

  Get Details About a Question

• Action
  Get Folder

  Get details of a specific folder including the forms it contains.

• Action
  Get Form

  Get the details of a specific form.

• Action
  Get Form Files

  List files uploaded to a form's submissions.

• Action
  Get Form Questions

  Get a list of all questions on a form.

• Action
  Get History

  Get History

• Action
  Get Label Resources

  Get Label Resources

• Action
  Get Report Details

  Get Report Details

• Action
  Get Submission

  Get details of a specific submission.

• Action
  Get Submission PDF

  Downloads a form submission as a PDF using one of the form's PDF Editor documents, returning a file ready to attach.

• Action
  Get User Reports

  Get User Reports

• Action
  List Account Submissions

  List all submissions across all forms on the account.

• Action
  List Folders

  Get a list of form folders on the account.

• Action
  List Form Reports

  List all reports for a specific form.

• Action
  List Forms

  List all forms on the account.

• Action
  List Form Submissions

  List submissions for a specific form.

• Action
  Remove Resources from Label

  Remove Resources from Label

• Action
  Replace Form Properties

  Add or edit properties of a specific form

• Action
  Set Form Properties

  Add or edit properties of a specific form

• Action
  Update Folder

  Update 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.