Connect Pennylane to Connectif

Both apps 59Pennylane 40Connectif 19

• 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.

• Action
  Add export

  Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.

• Action
  Add import

  Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.

• Action
  Add purchase

  Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.

• Action
  Delete contact

  Deletes a contact from your Connectif store, identified by their email address.

• Action
  Delete product

  Deletes a product from Connectif using the identifier your store assigned to it.

• Action
  Delete purchase

  Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.

• Action
  Get contact

  Returns a Connectif contact by email address, including system fields and the account's custom contact fields.

• Action
  Get export

  Returns an export's details, including its status, progress and, once it has finished, a link to download the file.

• Action
  Get import

  Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.

• Action
  Get product

  Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.

• Action
  Get purchase

  Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.

• Action
  Get store

  Returns the details of the Connectif store your account is connected to, including its name, alias and organization.

• Action
  Get workflow

  Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.

• Action
  List contact fields

  Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.

• Action
  List coupon sets

  Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.

• Action
  List exports

  Returns the exports in the Connectif account, with each export's type, status, progress and download link.

• Action
  List imports

  Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.

• Action
  List workflows

  Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.

• Action
  Update product

  Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.

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