Connect Omnisend and Pennylane

Both apps 77Omnisend 38Pennylane 39

• Trigger
  New Contact

  Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.

• Trigger
  Updated Contacts

  Triggers when a contact is created or updated in Omnisend, newest changes first.

• Action
  Add email template

  Creates a new email template in Omnisend with a name, general style settings and content sections.

• Action
  Add product

  Creates a product in your Omnisend catalog, with optional variants, images, categories and tags.

• Action
  Add product category

  Creates a new product category in your Omnisend store.

• Action
  Add segment

  Creates a new contact segment in Omnisend from a name and a set of condition rules.

• Action
  Add tags to contacts

  Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.

• Action
  Cancel Campaign

  Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.

• Action
  Copy Campaign

  Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.

• Action
  Create Campaign

  Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.

• Action
  Create Subscriber

  Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.

• Action
  Delete Campaign

  Deletes a campaign from your Omnisend account.

• Action
  Delete Email Template

  Deletes an email template from your Omnisend account by its ID.

• Action
  Delete Image

  Deletes an image from the Omnisend image library by its ID.

• Action
  Delete product

  Deletes a product from the Omnisend product catalog by its ID.

• Action
  Delete Segment

  Permanently deletes a segment in Omnisend.

• Action
  Find Campaign

  Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.

• Action
  Find Campaigns

  Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.

• Action
  Find Email Template

  Returns a single email template, including its name, layout sections and general settings, looked up by its ID.

• Action
  Find Email Templates

  Returns email templates whose names contain the given text.

• Action
  Find Image

  Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.

• Action
  Find Images

  Returns images in your Omnisend library whose names contain the search text.

• Action
  Find Segment

  Returns an Omnisend segment by its ID, including its name, status and condition rules.

• Action
  Find Segments

  Finds segments whose name contains the given text.

• Action
  Get contact

  Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.

• Action
  Get product

  Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.

• Action
  Get Segment Statistics

  Returns statistics for a segment, including how many contacts it currently contains.

• Action
  Import Email Template

  Creates a new Omnisend email template by importing raw HTML. Returns the created template.

• Action
  List contacts

  Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.

• Action
  Remove tags from contacts

  Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.

• Action
  Render Email Template

  Renders an email template and returns its full HTML body for preview.

• Action
  Send Customer Event

  Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.

• Action
  Update Campaign

  Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.

• Action
  Update contact

  Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.

• Action
  Update email template

  Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.

• Action
  Update product

  Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.

• Action
  Update segment

  Updates an existing segment's name and rules. The segment can't be updated while it is being built.

• Action
  Upload Image

  Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.

• 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.