Connect OfficeRnD and Pennylane

Both apps 82OfficeRnD 42Pennylane 40

• Trigger
  New Booking

  Triggers when a new booking is added.

• Trigger
  New Company

  Triggers when a new company is added.

• Trigger
  New Contract

  Triggers when a new contract is added.

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Invoice

  Triggers when a new invoice is added.

• Trigger
  New Member/Member Status Updated

  Triggers when a new member is added or a member's status changes.

• Trigger
  New Membership

  Triggers when a new membership is added.

• Trigger
  New Opportunity

  Triggers when a new opportunity is added.

• Trigger
  New Post

  Triggers when a new community post is added.

• Trigger
  New Visitor Check-In

  Triggers when a visitor checks in.

• Action
  Add ticket

  Creates a new help-desk ticket in OfficeRnD on behalf of a member.

• Action
  Add ticket comment

  Adds a comment to an existing OfficeRnD ticket on behalf of a member.

• Action
  Add visit

  Records a new visit by a visitor at one of your locations, optionally hosted by a member.

• Action
  Check in member

  Checks a member in to a location in OfficeRnD, returning the new check-in.

• Action
  Create Booking

  Creates a booking of a room, desk or other resource.

• Action
  Create Company

  Creates a new company at a location.

• Action
  Create Event

  Creates a community event at a location.

• Action
  Create Member

  Creates a new member at a location.

• Action
  Create Membership

  Creates a membership on a plan for a member or company.

• Action
  Create One-Off Fee

  Creates a one-off fee for a member or company.

• Action
  Create Opportunity

  Creates a sales opportunity for a member or company.

• Action
  Create Post

  Publishes a community post to one or more locations.

• Action
  Create Visitor

  Registers a new visitor.

• Action
  Delete member

  Deletes a member from your OfficeRnD organization and returns the deleted member's details.

• Action
  Find Booking

  Finds a booking by ID or reference and returns the first match.

• Action
  Find Company

  Finds a company by ID, name or email and returns the first match.

• Action
  Find Location

  Finds a location by ID or name and returns the first match.

• Action
  Find Member

  Finds a member by ID, name or email and returns the first match.

• Action
  Find opportunities

  Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.

• Action
  Find payments

  Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.

• Action
  Find plans

  Finds billing plans by name, code, ID, location or date, returning the matching plans.

• Action
  Find resources

  Finds rooms, desks and other space resources by name, ID, location or type.

• Action
  Find tickets

  Returns support tickets matching the filters you give, such as status, company, member or location.

• Action
  Find visitors

  Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.

• Action
  Terminate contract

  Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.

• Action
  Update Booking

  Updates the time, resource or details of an existing booking.

• Action
  Update company

  Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.

• Action
  Update event

  Updates the title or venue of an existing community event in OfficeRnD.

• Action
  Update member

  Updates an existing member's details, such as name, email, phone, address, billing details, portal privacy, social profiles, tags and custom properties.

• Action
  Update membership

  Updates an existing membership's price, start date, end date or custom properties.

• Action
  Update opportunity

  Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.

• Action
  Update ticket

  Updates an existing support ticket's subject, message, severity, priority or status.

• 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.