Connect Pennylane to Iterable

Both apps 59Pennylane 39Iterable 20

• 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.

• Action
  Add email template

  Creates an email template, or updates every email template that already has the same client template ID.

• Action
  Add list

  Creates a new static list in Iterable and returns its id.

• Action
  Add user to list

  Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.

• Action
  Create a User

  Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.

• Action
  Delete catalog item

  Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.

• Action
  Delete list

  Deletes a list from your Iterable project.

• Action
  Delete user

  Deletes an Iterable user by email address. Deletion is processed asynchronously.

• Action
  Get catalog item

  Returns one item from an Iterable catalog, including all of its field values.

• Action
  Get email template

  Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.

• Action
  Get user

  Returns an Iterable user profile, including all its data fields, looked up by email address.

• Action
  List lists

  Returns all lists in the Iterable project, including their id, name and list type.

• Action
  Remove user from list

  Removes a user, identified by email or user ID, from an Iterable static list.

• Action
  Send email

  Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.

• Action
  Send push notification

  Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.

• Action
  Send SMS

  Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.

• Action
  Track a Purchase

  Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.

• Action
  Track Event

  Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data.

• Action
  Trigger campaign

  Sends an existing triggered campaign to the members of one or more lists.

• Action
  Update a User's Shopping Cart Items

  Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.

• Action
  Update user subscriptions

  Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.

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