Connect ManyContacts and Pennylane

Both apps 70ManyContacts 30Pennylane 40

• Trigger
  Contact Created

  Triggers when a new contact appears in ManyContacts.

• Action
  Add Contact Custom Field

  Creates or updates one custom field value on a ManyContacts contact.

• Action
  Add Contact Tag

  Adds a tag to a ManyContacts contact and returns the contact with its tags.

• Action
  Add Contact Tag by Name

  Adds a tag by name to the ManyContacts contact with a phone number, creating the tag and the contact if they do not exist.

• Action
  Add Contact to Team

  Adds a ManyContacts contact to a team and returns the contact.

• Action
  Add Internal Note Contact

  Adds an internal note to a contact's conversation in ManyContacts; the note is not sent to the customer.

• Action
  Assign Contact

  Assigns a ManyContacts contact to a user (agent) and returns the updated contact.

• Action
  Close Conversation

  Closes a ManyContacts contact's conversation and returns the updated contact.

• Action
  Contact Create or Update

  Creates a ManyContacts contact for a phone number, or updates the existing one's name, email, notes and conversation status.

• Action
  Create Contact

  Creates a ManyContacts contact from a phone number, or returns the existing contact with that number.

• Action
  Create Tag

  Creates a ManyContacts tag with a name and optional color.

• Action
  Delete Tag

  Deletes a ManyContacts tag.

• Action
  Find Contact by Phone

  Finds a ManyContacts contact by phone number. Returns empty fields when no contact has that number.

• Action
  Get Contact

  Returns a ManyContacts contact by its ID, including name, phone number, email, conversation status, custom fields and tags.

• Action
  List Contacts

  Returns ManyContacts contacts, optionally filtered by assignment, closed status, assigned users or tags.

• Action
  List Tags

  Returns ManyContacts tags, optionally filtered by part of the name.

• Action
  List Teams

  Returns the ManyContacts organization's teams with their members.

• Action
  List Templates

  Returns the approved, visible WhatsApp templates in ManyContacts.

• Action
  List Users

  Returns the ManyContacts organization's users (agents), including whether each is an AI agent.

• Action
  Move Contact to Stage

  Moves the ManyContacts contact with a phone number to a stage of the default pipeline, by the stage's position.

• Action
  Open Conversation

  Reopens a ManyContacts contact's conversation and returns the updated contact.

• Action
  Remove Contact from Team

  Removes a ManyContacts contact from a team and returns the contact.

• Action
  Remove Contact Tag

  Removes a tag from a ManyContacts contact and returns the contact with its remaining tags.

• Action
  Send Interactive Message

  Sends a WhatsApp message with 1-3 reply buttons, or an option list for 4-10 choices, to a contact who wrote within the last 24 hours.

• Action
  Send Template Message

  Sends a Meta-approved WhatsApp template to a phone number, filling its header, body and button variables.

• Action
  Send WhatsApp Message

  Sends a WhatsApp text message to a contact by phone number or contact ID. A contact is created if the number is new.

• Action
  Start Chatbot

  Sends the chatbot's first message to a ManyContacts contact.

• Action
  Unassign Contact

  Removes the user assignment from a ManyContacts contact and returns the updated contact.

• Action
  Update Contact

  Updates a ManyContacts contact's name, phone number, email, notes, conversation status or lock.

• Action
  Update Tag

  Renames or recolors a ManyContacts tag.

• 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.