Connect Pennylane to Goyzer

Both apps 75Pennylane 40Goyzer 35

• 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 Lead

  Creates a new lead (contact) in your Goyzer CRM with their name, phone, email and requirement, and reports whether the client already existed.

• Action
  List Agents

  Returns the agents (sales and leasing staff) in your Goyzer account with their name, phone and email. Pass an agent ID to return just that agent.

• Action
  List Amenities

  Returns the amenity records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Bedroom Options

  Returns the bedroom option records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List budgets

  Returns the budget options configured in Goyzer, optionally filtered by budget, unit type or requirement type.

• Action
  List Cities

  Returns the city records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Communities

  Returns the community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Companies

  Returns the company records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Methods

  Returns the contact method records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Types

  Returns the contact type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Countries

  Returns the country records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Districts

  Returns the district records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Facilities

  Returns the facility records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List fitting fixtures

  Returns the fittings and fixtures defined in Goyzer, optionally limited to one fitting/fixture.

• Action
  List Lead Stages

  Returns the lead stage records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Names

  Returns the media name (lead source) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Types

  Returns the media type (lead source type) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Nationalities

  Returns the nationality records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Projects

  Returns the project records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Properties

  Returns the property records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List rent listings

  Returns rental unit listings from Goyzer, optionally filtered by location, price, bedrooms and size.

• Action
  List Requirement Types

  Returns the requirement type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List sales listings

  Returns units listed for sale in Goyzer, filtered by price, bedrooms, location, area and property.

• Action
  List sold listings

  Returns sold property listings from Goyzer, optionally filtered by bedrooms, price, location and size.

• Action
  List States

  Returns the state records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Sub Communities

  Returns the sub-community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Titles

  Returns the title (Mr, Mrs, ...) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Categories

  Returns the unit category records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Sub Types

  Returns the unit sub-type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Views

  Returns the unit view records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List updated projects for sale

  Returns the projects for sale that were recently updated in Goyzer, including whether each was deleted or published to the web.

• Action
  List updated units for lease

  Returns the units for lease that have recently been updated in Goyzer, including whether each was deleted or is published to the web.

• Action
  List updated units for sale

  Returns the units for sale that were recently added, changed or deleted in Goyzer.

• Action
  Update agent feedback rating

  Updates the agent feedback rating and remarks on a Goyzer lead.

• Action
  Update direct marketing

  Updates a contact's direct marketing preferences in Goyzer, identified by contact ID or email.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.