Connect Looker and Pennylane

Both apps 62Looker 22Pennylane 40

• Trigger
  New Dashboard

  Triggers when a new dashboard is created in Looker.

• Trigger
  New Look

  Triggers when a new Look is saved in Looker.

• Trigger
  New User

  Triggers when a new user is added to Looker.

• Action
  Add Group

  Creates a new user group in Looker (admin only).

• Action
  Add Role(s) to User

  Sets the roles assigned directly to a Looker user, replacing their current direct roles.

• Action
  Add Scheduled Plan

  Creates a scheduled plan that delivers a Look, dashboard, LookML dashboard or query to one or more destinations on a recurring schedule.

• Action
  Add User to Group

  Adds a user to a Looker group.

• Action
  Create Credentials - Email

  Adds an email login to a Looker user.

• Action
  Create Render Task

  Starts rendering a Look to an image or PDF; use Get Render Task Results with the returned ID once it finishes.

• Action
  Create User

  Creates a new user in Looker with the given name and details.

• Action
  Delete User

  Deletes a user from Looker.

• Action
  Find User

  Finds Looker users matching an email or name.

• Action
  Get Dashboard

  Returns the full details of a Looker dashboard, including its tiles, filters and layouts.

• Action
  Get Look

  Returns a saved Look's details, including its title, folder, owner, URLs and the query behind it.

• Action
  Get Render Task Results

  Returns the image or PDF file produced by a completed render task.

• Action
  Get User

  Returns a Looker user's details by user ID, including name, email, roles, groups and credentials.

• Action
  List Dashboards

  Returns all active dashboards in your Looker instance with summary details such as id, title and folder.

• Action
  List Groups

  Returns the user groups in your Looker instance, optionally filtered by ID or content access.

• Action
  List Looks

  Returns all active Looks the connected user has access to, with their titles, folders and owners.

• Action
  Run Look

  Runs a saved Look and returns its result rows.

• Action
  Send Password Reset or Account Setup Email

  Sends a Looker user a password reset email, or an account setup email if they have not set up their account yet.

• Action
  Update User

  Updates a Looker user's name, home folder, locale or disabled status, and returns the updated user.

• 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.