Integration
Connect OnceHub and Pennylane
When Booking Completed fires in OnceHub, your agent runs Create Company Customer V2 in Pennylane, or New Billing Subscription V2 in Pennylane to Create Contact in OnceHub. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want OnceHub and Pennylane to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What OnceHub and Pennylane can do together
From OnceHub to Pennylane
When Booking Completed in OnceHub
then Create Company Customer V2 in Pennylane
When Contact Updated in OnceHub
then Create Customer Invoice V2 in Pennylane
From Pennylane to OnceHub
When New Billing Subscription V2 in Pennylane
then Create Contact in OnceHub
When New Customer Invoice V2 in Pennylane
then Update Contact in OnceHub
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with OnceHub and Pennylane
Triggers and actions 20 triggers · 51 actions
Trigger
Booking CanceledTriggers when a OnceHub booking is canceled by the customer or by someone on your team.
Trigger
Booking Cancelled and RescheduledTriggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
Trigger
Booking CompletedTriggers when a OnceHub booking's end time has passed and the meeting is marked completed.
Trigger
Booking Lifecycle EventTriggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
Trigger
Booking No-ShowTriggers when a OnceHub booking is marked as a no-show.
Trigger
Booking RescheduledTriggers when a OnceHub booking is rescheduled to a new time.
Trigger
Booking ScheduledTriggers when a new OnceHub booking is scheduled.
Trigger
Contact CapturedTriggers when a new contact is captured in OnceHub.
Trigger
Contact Lifecycle EventTriggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
Trigger
Contact UpdatedTriggers when an existing OnceHub contact is updated.
Trigger
Conversation AbandonedTriggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
Trigger
Conversation ClosedTriggers when a OnceHub chatbot conversation is closed.
Trigger
Conversation Lifecycle EventTriggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
Trigger
Conversation StartedTriggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
Trigger
Reassigned BookingTriggers when a OnceHub booking is reassigned to a different host.
Action
Cancel BookingCancels a OnceHub booking, optionally with a reason and without emailing the customer.
Action
Create ContactCreates a new contact in OnceHub. Give at least an email address or a mobile number.
Action
Create One-Time Booking LinkCreates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
Action
Delete ContactDeletes a contact from OnceHub.
Action
Find ContactFinds a OnceHub contact by email address.
Action
Get Available Time SlotsReturns the open meeting times on a OnceHub booking calendar for the window you choose.
Action
Get Booking CalendarReturns one OnceHub booking calendar with its host, public link and meeting length.
Action
Get Booking DetailsReturns one OnceHub booking with its time, customer details and booking form answers.
Action
Get ContactReturns one OnceHub contact with its details and custom fields.
Action
Get Contact's Future MeetingsReturns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
Action
List Booking CalendarsLists the booking calendars in your OnceHub account.
Action
List BookingsLists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
Action
List ContactsLists the contacts in your OnceHub account, with optional email and date filters.
Action
Mark Booking as No-ShowMarks a OnceHub booking as a no-show.
Action
Reassign BookingReassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
Action
Request RescheduleAsks the customer to pick a new time for a OnceHub booking, optionally telling them why.
Action
Update ContactUpdates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.
Trigger
New Billing Subscription V2Triggers when a new billing subscription is created in Pennylane.
Trigger
New Customer Invoice V2Triggers when a new customer invoice or credit note is created in Pennylane.
Trigger
New Customer V2Triggers when a new customer (company or individual) is created in Pennylane.
Trigger
New Product V2Triggers when a new product is created in Pennylane.
Trigger
New Quote V2Triggers when a new quote is created in Pennylane.
Action
Add supplierCreates a supplier in Pennylane and returns the new supplier record.
Action
Create Company Customer V2Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer.
Action
Create Customer Invoice V2Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer.
Action
Create Individual Customer V2Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences.
Action
Create Product V2Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product.
Action
Create Quote V2Creates a quote for a customer in Pennylane, with its line items, dates and optional discount.
Action
Finalize customer invoiceFinalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits.
Action
Get Billing Subscription V2Returns one billing subscription, including its schedule, status, customer and invoice settings.
Action
Get supplierReturns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account.
Action
Get supplier invoiceReturns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status.
Action
Get transactionReturns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier.
Action
List bank accountsReturns the company's bank accounts with their currency, balance, journal and ledger account.
Action
List billing subscriptionsReturns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date.
Action
List categoriesReturns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code.
Action
List customer invoicesReturns customer invoices and credit notes, optionally filtered and sorted.
Action
List customersReturns a list of company and individual customers in Pennylane, optionally filtered and sorted.
Action
List ledger accountsReturns the company's ledger accounts (chart of accounts), up to 1000 per call, optionally filtered by number, id or enabled status.
Action
List ledger entriesReturns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date.
Action
List productsReturns the products in the Pennylane company, optionally filtered by label, reference or id.
Action
List quotesReturns the quotes in your Pennylane company, optionally filtered by customer or status.
Action
List supplier invoicesReturns the supplier invoices in your Pennylane company, optionally filtered and sorted.
Action
List suppliersReturns the suppliers in your Pennylane company, optionally filtered and sorted.
Action
List transactionsReturns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id.
Action
Retrieve Customer V2Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings.
Action
Retrieve Invoice V2Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments.
Action
Retrieve Product V2Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values.
Action
Retrieve Quote V2Returns a single quote by its ID, including amounts, status, customer and dates.
Action
Update Billing Subscription V2Updates a billing subscription in Pennylane: stop or resume it, change its invoicing mode, payment terms, schedule, customer or invoice content.
Action
Update Company Customer V2Updates an existing company customer in Pennylane and returns the updated customer.
Action
Update customer invoiceUpdates 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 V2Updates an individual (person) customer in Pennylane and returns the updated customer.
Action
Update Product V2Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields.
Action
Update Quote V2Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote.
Action
Update supplierUpdates 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.
Each app on its own
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Questions
OnceHub and Pennylane, answered
What can start an automation from OnceHub?
Any of OnceHub's 15 triggers in the catalog, including Booking Completed, Contact Updated, Booking Lifecycle Event and Booking No-Show. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pennylane when something happens in OnceHub?
Any of Pennylane's 34 actions, including Create Company Customer V2, Create Customer Invoice V2, Create Individual Customer V2 and Create Product V2. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pennylane to OnceHub?
Yes. When something happens in Pennylane, your agent can act in OnceHub too. This page covers both directions: Pennylane's triggers and OnceHub's actions are listed here as well.
Do I have to build a connector for OnceHub or Pennylane?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use OnceHub and Pennylane without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.