Connect Karlia and Pennylane

Both apps 98Karlia 59Pennylane 39

• Trigger
  Delete Equipment

  Triggers when an equipement is deleted.

• Trigger
  Delete Event

  Triggers when an event is deleted.

• Trigger
  Delete Note

  Triggers when a note is deleted.

• Trigger
  Delete Opportunity

  Triggers when an opportunity is deleted.

• Trigger
  Delete Product

  Triggers when a product is deleted.

• Trigger
  Delete Project

  Triggers when a project is deleted.

• Trigger
  Delete Project Subtask

  Triggers when a project subtask is deleted.

• Trigger
  Delete Project Task

  Triggers when a project task is deleted.

• Trigger
  Delete Task

  Triggers when a task is deleted.

• Trigger
  Delete Ticket

  Triggers when a ticket is deleted.

• Trigger
  Delete Time

  Triggers when a time is deleted.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Equipment

  Triggers when a new equipment is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Subtask

  Triggers when a new project subtask is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time

  Triggers when a new time is created.

• Action
  Create Contact

  Adds a new contact to a Karlia customer or supplier.

• Action
  Create Customer

  Create a Customer.

• Action
  Create Event

  Create an Event.

• Action
  Create Note

  Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.

• Action
  Create Opportunity

  Create an Opportunity.

• Action
  Create Product

  Create a Product.

• Action
  Create Project Subtask

  Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.

• Action
  Create Project Task

  Creates a task inside a Karlia project.

• Action
  Create Supplier

  Create a Supplier.

• Action
  Create Task

  Create a Task.

• Action
  Create Ticket

  Creates a ticket in a Karlia ticketing pipeline.

• Action
  Create Time

  Create a Time.

• Action
  Delete Equipment

  Deletes a piece of equipment from Karlia.

• Action
  Delete Event

  Delete an event (calendar appointment) in Karlia.

• Action
  Delete Note

  Delete a note in Karlia by its ID.

• Action
  Delete Opportunity

  Deletes an opportunity.

• Action
  Delete Product

  Delete a product in Karlia.

• Action
  Delete Project

  Delete a project in Karlia.

• Action
  Delete Project Subtask

  Deletes a subtask from a project task in Karlia.

• Action
  Delete Project Task

  Deletes a task from a Karlia project.

• Action
  Delete Task

  Delete a task in Karlia.

• Action
  Delete Ticket

  Deletes a ticket in Karlia by its ID.

• Action
  Delete Time

  Delete a time entry in Karlia.

• Action
  Find Contact

  Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).

• Action
  Find Customer

  Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.

• Action
  Find Supplier

  Returns the Karlia suppliers that match the specified search criteria.

• Action
  Get Contact

  Show contact details

• Action
  Get Customer

  Show customer details

• Action
  Get Opportunity

  Show opportunity details

• Action
  Get Product

  Show product details

• Action
  Get Project Subtask

  Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.

• Action
  Get Supplier

  Show supplier details

• Action
  Get Ticket

  Retrieve one Karlia ticket by its ID.

• Action
  Get Time

  Get one time entry from Karlia by its ID.

• Action
  List Projects

  Lists the projects in your Karlia account.

• Action
  List Project Tasks

  Lists the tasks of one Karlia project.

• Action
  List Webhook Events

  Lists the event names a Karlia webhook can subscribe to.

• Action
  Update/Create Customer

  Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.

• 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.