Integration
Connect Payfunnels and Pennylane
When New Payment fires in Payfunnels, your agent runs Create Company Customer V2 in Pennylane, or New Billing Subscription V2 in Pennylane to Create Custom Plan Payment Link in Payfunnels. 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 Payfunnels 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Payfunnels and Pennylane can do together
From Payfunnels to Pennylane
When New Payment in Payfunnels
then Create Company Customer V2 in Pennylane
When New Payment Link in Payfunnels
then Create Customer Invoice V2 in Pennylane
From Pennylane to Payfunnels
When New Billing Subscription V2 in Pennylane
then Create Custom Plan Payment Link in Payfunnels
When New Customer Invoice V2 in Pennylane
then Create Multiple Products Payment Link in Payfunnels
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 Payfunnels and Pennylane
Triggers and actions 11 triggers · 61 actions
Trigger
New PaymentTriggers when a new payment is received.
Trigger
New Payment LinkTriggers when a new payment link is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Trigger
One Time Setup Fees CreatedTriggers when a new one-time setup fee is created.
Trigger
Payment FailedTriggers when a payment fails.
Trigger
Payment SuccessfulTriggers when a payment succeeds.
Action
Cancel SubscriptionCancel Subscription.
Action
Create Custom Plan Payment LinkCreate Custom Plan Payment Link.
Action
Create Multiple Products Payment LinkCreate Multiple Products Payment Link.
Action
Create One-Time Payment LinkCreate One-Time Payment Link.
Action
Create One-Time Setup FeeCreate One Time Setup Fees.
Action
Create Payment Plan Payment LinkCreate Payment Plan Payment Link.
Action
Create Pay What You Want Payment LinkCreate Pay What You Want Payment Link.
Action
Create Recurring Payment LinkCreate Recurring Payment Link.
Action
Delete One-Time Setup FeeDelete One Time Setup Fees.
Action
Delete Payment LinkDelete Payment Link.
Action
Get Default Processing FeeGet Default Processing Fee.
Action
Get One-Time Setup FeeGet One Time Setup Fees by ID.
Action
Get PaymentReturns payment by Id.
Action
Get Payment LinkReturns payment link by id.
Action
Get Processing FeeGet Processing Fee by ID.
Action
Get SubscriptionReturns subscription by Id.
Action
List One-Time Setup FeesList One Time Setup Fees.
Action
List Payment LinksReturns list of payment links.
Action
List PaymentsReturns list of payments.
Action
List Processing FeesList Processing Fees.
Action
List SubscriptionsReturns list of subscriptions.
Action
Pause SubscriptionPause Subscription.
Action
Refund PaymentRefund payment.
Action
Resume SubscriptionResume Subscription.
Action
Update One-Time Setup FeeUpdate One Time Setup Fees.
Action
Update Payment LinkUpdate Payment Link.
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 ledger entryCreates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines.
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
Reviews
What our customers say
More from Payfunnels
Payfunnels to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Payfunnels to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Payfunnels to StripeStripe is a payment processing platform for online businesses.
Payfunnels to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Payfunnels to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Payfunnels to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Pennylane
HubSpot to PennylaneHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PennylaneGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PennylaneGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PennylaneGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PennylaneGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PennylaneMailchimp marketing automation and email platform.
Questions
Payfunnels and Pennylane, answered
What can start an automation from Payfunnels?
Any of Payfunnels's 6 triggers in the catalog, including New Payment, New Payment Link, New Subscription and One Time Setup Fees Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pennylane when something happens in Payfunnels?
Any of Pennylane's 35 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 Payfunnels?
Yes. When something happens in Pennylane, your agent can act in Payfunnels too. This page covers both directions: Pennylane's triggers and Payfunnels's actions are listed here as well.
Do I have to build a connector for Payfunnels 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 Payfunnels 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.