Connect PaintScout and Pennylane

Both apps 63PaintScout 24Pennylane 39

• Trigger
  Contact Created

  Triggers when a new contact is created in PaintScout.

• Trigger
  Invoice Sent

  Triggers when an invoice is sent to a customer, including when an invoice is re-sent.

• Trigger
  Invoice Status Changed

  Triggers when an invoice's status changes, delivering the invoice with its new status.

• Trigger
  Quote Status Changed

  Triggers when a quote's status changes, for example when it is sent, accepted or declined.

• Trigger
  Quote Tag Added

  Triggers when a tag is added to a quote, optionally only for one specific tag.

• Action
  Add company

  Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags.

• Action
  Add deal

  Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value.

• Action
  Add note

  Adds a note to a PaintScout contact, deal or company and returns the new note.

• Action
  Add task

  Creates a task in PaintScout, optionally linked to a deal and assigned to a user.

• Action
  Create Contact

  Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags.

• Action
  Create Quote

  Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags.

• Action
  Find companies

  Returns the companies that match a search filter, such as a name, email or city.

• Action
  Find Contact

  Returns up to 100 contacts that match the search you specify, such as an email address, name or company.

• Action
  Find deals

  Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source.

• Action
  Find Invoice

  Returns the invoices that match a search, such as a status, invoice number, contact name or date range.

• Action
  Find Quote

  Returns the quotes that match a search filter, such as a quote number, status or contact name.

• Action
  Get contact

  Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags.

• Action
  Get deal

  Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing.

• Action
  Get invoice

  Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs.

• Action
  Get quote

  Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links.

• Action
  Update company

  Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed.

• Action
  Update Contact

  Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values.

• Action
  Update deal

  Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed.

• Action
  Update task

  Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion 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 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.