Connect Outline and Pennylane

Both apps 75Outline 35Pennylane 40

• Trigger
  New Collection

  Triggers when a new collection is created in Outline.

• Trigger
  New Comment

  Triggers when a new comment is added in Outline, optionally on one document or collection.

• Trigger
  New Document

  Triggers when a new document is published in Outline, optionally within one collection.

• Action
  Add group

  Creates a new group in Outline that can be used to organize users and grant collection access.

• Action
  Add group member

  Adds a user to a group in Outline, optionally as a group admin.

• Action
  Add share

  Creates a share link for an Outline document or collection, returning the share's URL and settings.

• Action
  Archive Document

  Archives an Outline document so it leaves the active collection.

• Action
  Create Collection

  Creates a collection in Outline to group documents.

• Action
  Create Document

  Creates a document in an Outline collection and returns its ID and link.

• Action
  Delete Collection

  Deletes an Outline collection and all of its documents.

• Action
  Delete comment

  Deletes a comment, including all of its replies when it is a top-level comment.

• Action
  Delete Document

  Deletes an Outline document, moving it to trash or removing it permanently.

• Action
  Delete group

  Deletes a group. Its members lose access to any collections the group had been added to.

• Action
  Duplicate document

  Duplicates an existing document, optionally with its child documents, into the same or another collection.

• Action
  Find documents by title

  Returns documents whose titles match the search keywords you provide.

• Action
  Get Collection

  Returns an Outline collection's name, description and link.

• Action
  Get comment

  Returns a single comment on an Outline document, including its author, document and resolution status.

• Action
  Get Document

  Returns an Outline document with its title and Markdown text.

• Action
  Get group

  Returns a group's details, including its name, description and member count.

• Action
  Get User

  Returns an Outline user's name, email and role.

• Action
  Invite users

  Invites one or more people to join the Outline workspace by email, with a chosen role for each.

• Action
  List Collections

  Lists the collections in the Outline workspace.

• Action
  List comments

  Returns comments in your Outline workspace, optionally limited to one document or collection.

• Action
  List Documents

  Lists Outline documents, most recently updated first, optionally within one collection.

• Action
  List groups

  Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.

• Action
  List revisions

  Returns the revision history of an Outline document, newest snapshots with who created them and when.

• Action
  List Users

  Lists users in the Outline workspace, optionally filtered by name or email.

• Action
  Move document

  Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.

• Action
  Restore document

  Restores an archived or deleted document, optionally to a previous revision or into a different collection.

• Action
  Search Documents

  Searches Outline documents by keyword and returns matching documents with a context snippet.

• Action
  Update Collection

  Updates an Outline collection's name, description or color.

• Action
  Update comment

  Updates the body of an existing comment on an Outline document.

• Action
  Update Document

  Updates the title or text of an Outline document.

• Action
  Update group

  Updates an existing group's name, icon or color in Outline.

• Action
  Update user

  Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.

• 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.