Connect Pennylane to MaintainX

Both apps 73Pennylane 39MaintainX 34

• 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 Existing Categories to a Work Order

  Adds Existing Categories to a Work Order.

• Action
  Add Part

  Creates a new part (inventory item) in MaintainX.

• Action
  Add Purchase order

  Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses.

• Action
  Add Vendor

  Create a new vendor.

• Action
  Create Asset

  Creates an Asset in MaintainX

• Action
  Create Location

  Creates a location in MaintainX

• Action
  Create Work Order

  Creates a new Work Order.

• Action
  Create Work Order Comment

  Creates a New Comment on a Work Order.

• Action
  Create Work Request

  Creates a new Work Request.

• Action
  Delete Asset

  Deletes an asset in MaintainX by its ID.

• Action
  Delete Location

  Delete a location by ID.

• Action
  Delete Part

  Deletes a part from MaintainX by its ID.

• Action
  Delete Work Order

  Delete a work order by ID.

• Action
  Delete Work Request

  Deletes a work request in MaintainX by its ID.

• Action
  Find an Entity

  Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it.

• Action
  Get Asset

  Retrieve a single asset by ID.

• Action
  Get Location

  Retrieves a single MaintainX location by its ID, including its custom fields.

• Action
  Get Part

  Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields.

• Action
  Get Purchase order

  Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields.

• Action
  Get Vendor

  Retrieve a single vendor by ID.

• Action
  Get Work Order

  Retrieve a single work order by ID.

• Action
  Get Work Request

  Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order.

• Action
  List Assets

  Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range.

• Action
  List Locations

  Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix.

• Action
  List Vendors

  Lists the vendors in your MaintainX organization, including their custom field values.

• Action
  List Work Orders

  Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates.

• Action
  List Work Requests

  List work requests with pagination/filters.

• Action
  Update Location

  Updates a Location in MaintainX

• Action
  Update Part

  Update fields on an existing part.

• Action
  Update Purchase order

  Update fields on an existing purchase order.

• Action
  Update Vendor

  Update fields on an existing vendor.

• Action
  Update Work Order

  Updates an existing Work Order

• Action
  Update Work Order Status

  Changes the status of a MaintainX work order.

• Action
  Update Work Request

  Update fields on an existing work request.

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