Connect Pennylane to Memberspot

Both apps 59Pennylane 39Memberspot 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
  Delete Access

  Removes a user's access to an offer entirely, identified by the user's email address.

• Action
  Delete Order Access

  Removes a user's access to every offer granted under a specific order ID, identified by the user's email.

• Action
  Delete User by User Id (POST)

  Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.

• Action
  Delete Users

  Deletes up to 10 users from your Memberspot school by email address.

• Action
  Delete Users by User Id (DELETE Method)

  Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.

• Action
  Enable Chapter Access by User Id

  Gives a member access to a specific chapter of a course, identified by their user ID.

• Action
  Find User by Mail

  Finds a Memberspot user by their email address and returns their profile, active state and custom user properties.

• Action
  Find User by User Id

  Returns the Memberspot user with the given user id, or found=false when no such user exists.

• Action
  Grant Access

  Grants a user access to an offer by email address, creating the user if they don't exist yet.

• Action
  Grant User Access by User Id

  Grants an existing Memberspot user access to an offer, identified by the user's id.

• Action
  Revoke Access

  Revokes (deactivates) a user's access to an offer, identified by the user's email address.

• Action
  Revoke Order Access

  Revokes (deactivates) a user's access to every offer granted under a given order ID, identified by the user's email. The access is kept but set inactive.

• Action
  Set Access Expires

  Sets or removes the date a user's access to an offer expires.

• Action
  Set Access State by UserId

  Sets whether a user's access to an offer is active or inactive, identified by the user's id. Leaving the state blank removes the offer from the user.

• Action
  Set Custom Property

  Sets one custom user property on a Memberspot user identified by email, and returns the updated user.

• Action
  Set Custom User Property by Users Id

  Sets the values of one or more custom properties on a Memberspot user, identified by user ID, and returns the updated user.

• Action
  Set Order State by Order Id

  Sets the state of all offers with a given order ID across every user — activates, deactivates or removes them.

• Action
  Set Order State by User Id

  Sets the active state of every offer a user holds under a given order ID, or removes that access when no state is given.

• Action
  Users Course Progress List by User Id

  Returns the course progress of a Memberspot user, for every course they have, looked up by user ID.

• Action
  Users Course Progress List by User Id and Course Id

  Returns a member's progress in one specific course, looked up by their user ID.

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