Connect Nifty and Pennylane

Both apps 67Nifty 28Pennylane 39

• Trigger
  New Doc

  Triggers when a new doc is created.

• Trigger
  New File

  Triggers when a new file is uploaded.

• Trigger
  New Message

  Triggers when a new message is sent.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Portfolio

  Triggers when a new portfolio is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Status

  Triggers when a new status is created.

• Trigger
  New Subtask

  Triggers when a new subtask is created.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Task Is Completed

  Triggers when a task is completed.

• Action
  Create Document

  Creates a Nifty document in a project, optionally seeding its body from Markdown.

• Action
  Create File

  creates a file record in a project from text content (or a URL), firing file.created.

• Action
  Create Milestone

  Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.

• Action
  Create Portfolio

  Creates a portfolio (a team-level grouping of projects) in Nifty.

• Action
  Create Project

  Creates a new project.

• Action
  Create Status

  Creates a status column (Kanban column / list stage) in a Nifty project.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Tag

  Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.

• Action
  Create Task

  Creates a new task.

• Action
  Create Upload URL

  Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File.

• Action
  Get Document

  Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.

• Action
  Get Message

  Retrieve a single Nifty message (chat message or comment) by its ID.

• Action
  Get Milestone

  Retrieve a single milestone by its id, including its custom-field values.

• Action
  Get Project

  Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.

• Action
  Get Status

  Retrieve a single Nifty status column by its id.

• Action
  Get Tag

  Retrieves a single tag (Nifty label) by id.

• Action
  Send Message

  Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.

• 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.