Connect Pennylane to Microsoft Excel

Both apps 137Pennylane 39Microsoft Excel 98

• 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 Chart

  Add a chart to a worksheet using microsoft graph api.

• Action
  Add Named Item

  Add Named Item

• Action
  Add Sharepoint Worksheet

  Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.

• Action
  Add Table

  Create a table over a range in an Excel workbook.

• Action
  Add Table Column

  Add a column to a table using microsoft graph api.

• Action
  Add Table Row

  Add a row to a table using microsoft graph api.

• Action
  Add Workbook Permission

  Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.

• Action
  Add Worksheet

  Add a new worksheet to an excel workbook using microsoft graph api.

• Action
  Apply Table Filter

  Apply a filter to a table column using microsoft graph api.

• Action
  Apply Table Sort

  Apply a sort to a table using microsoft graph api.

• Action
  Autofit Range

  Autofit columns or rows intersecting a workbook range.

• Action
  Calculate Function

  Run one allowlisted Microsoft Graph v1.0 workbook function.

• Action
  Calculate Workbook

  Calculate Excel Workbook

• Action
  Clear Range

  Tool to clear values, formats, or contents in a specified worksheet range. use when you need to reset cells before adding new data.

• Action
  Clear Table Filter

  Clear a filter from a table column using microsoft graph api.

• Action
  Clear Table Filters

  Clear All Table Filters

• Action
  Clear Table Sort

  Clear Table Sort

• Action
  Close Session

  Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks.

• Action
  Convert Table To Range

  Convert a table to a range using microsoft graph api.

• Action
  Copy Drive Item

  Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested.

• Action
  Create Folder

  Create a folder under a parent Microsoft Graph drive item.

• Action
  Create Workbook

  Create an .xlsx workbook in the user's OneDrive, from a file URL or blank.

• Action
  Delete Named Item

  Permanently delete a workbook-scoped named item; this cannot be undone.

• Action
  Delete Range

  Delete worksheet cells and shift the remaining cells up or left.

• Action
  Delete Table

  Permanently delete an Excel table by its ID or name.

• Action
  Delete Table Column

  Delete a column from a table using microsoft graph api.

• Action
  Delete Table Row

  Delete a row from a table using microsoft graph api.

• Action
  Delete Worksheet

  Tool to delete a worksheet from the workbook. use when cleaning up unused or temporary sheets after verifying no dependencies exist. example: "delete 'sheet2' after review."

• Action
  Export Workbook To Pdf

  Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.

• Action
  Get Application

  Get Excel Application

• Action
  Get Chart

  Get chart

• Action
  Get Chart Axis

  Tool to retrieve a specific axis from a chart. use when you need properties like min, max, interval, and formatting of the chart axis.

• Action
  Get Chart Component

  Get chart component

• Action
  Get Chart Data Labels

  Tool to retrieve the data labels object of a chart. use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

• Action
  Get Chart Image

  Get chart image

• Action
  Get Chart Legend

  Tool to retrieve the legend object of a chart. use after creating or updating a chart when you need to inspect legend visibility and formatting.

• Action
  Get Chart Point

  Get chart point

• Action
  Get Chart Series

  Get chart series

• Action
  Get Derived Range

  Return a range derived from another range by navigation or geometry.

• Action
  Get Named Item

  Retrieve a workbook-scoped named item by exact name.

• Action
  Get Named Item Range

  Get Named Item Range

• Action
  Get Range

  Get a range from a worksheet using microsoft graph api.

• Action
  Get Range Format

  Read one formatting component from a workbook range.

• Action
  Get Session

  Create a session for an excel workbook using microsoft graph api.

• Action
  Get Sharepoint Range

  Get a range from a worksheet in sharepoint using microsoft graph sites api.

• Action
  Get Sharepoint Worksheet

  Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.

• Action
  Get Table

  Retrieve one workbook- or worksheet-addressed table by ID or exact name.

• Action
  Get Table Column

  Tool to retrieve a specific column from a workbook table. use when you need to fetch column properties and data by its id or name.

• Action
  Get Table Column Range

  Get Table Column Range

• Action
  Get Table Range

  Get Table Range

• Action
  Get Table Row

  Get Table Row

• Action
  Get Table Row Range

  Get Table Row Range

• Action
  Get Table Sort

  Get Table Sort

• Action
  Get Visible Range

  Read cells visible after worksheet filtering.

• Action
  Get Workbook

  Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.

• Action
  Get Worksheet

  Get a worksheet by name or id from an excel workbook using microsoft graph api.

• Action
  Get Worksheet Protection

  Get Worksheet Protection

• Action
  Get Worksheet Used Range

  Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.

• Action
  Insert Range

  Tool to insert a new cell range into a worksheet, shifting existing cells down or right. use when you need to create space for new content without overwriting.

• Action
  List Chart Points

  List chart points

• Action
  List Charts

  List charts in a worksheet using microsoft graph api.

• Action
  List Chart Series

  Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis.

• Action
  List Comments

  Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.

• Action
  List Drive Item Children

  Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.

• Action
  List Files

  List files and folders in a drive root or specified path.

• Action
  List Named Items

  List named items in a workbook using microsoft graph api.

• Action
  List Sharepoint Tables

  List tables in a sharepoint worksheet using microsoft graph sites api.

• Action
  List Sharepoint Worksheets

  List worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.

• Action
  List Table Columns

  List columns in a table using microsoft graph api.

• Action
  List Table Rows

  List rows in a table using microsoft graph api.

• Action
  List Tables

  List tables in a worksheet using microsoft graph api.

• Action
  List Workbook Permissions

  Tool to list permissions set on the workbook file. use when you need to see which users or links have access to a specific excel file by supplying its drive and item ids. example: "list permissions for workbook with drive id 'b!abc123' and item id '0123456789abcdef'."

• Action
  List Worksheets

  List worksheets in an excel workbook using microsoft graph api.

• Action
  Merge Cells

  Merge cells in a worksheet range using microsoft graph api.

• Action
  Protect Worksheet

  Tool to protect a worksheet using optional protection options. use when you need to prevent editing certain parts of a sheet before sharing. example: "protect 'sheet1' to lock formatting and sorting."

• Action
  Reapply Table Filters

  Reapply All Table Filters

• Action
  Reapply Table Sort

  Reapply Table Sort

• Action
  Refresh Session

  Refresh Excel Session

• Action
  Search Files

  Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.

• Action
  Search Microsoft 365 Content

  Search OneDrive and SharePoint content using Microsoft Search.

• Action
  Set Chart Data

  Set chart data

• Action
  Set Chart Position

  Set chart position

• Action
  Sort Range

  Sort a range in a worksheet using microsoft graph api.

• Action
  Unmerge Range

  Split a merged worksheet range back into separate cells.

• Action
  Unprotect Worksheet

  Remove protection from a worksheet so it can be edited again.

• Action
  Update Chart

  Update a chart in a worksheet using microsoft graph api.

• Action
  Update Chart Component

  Update chart component

• Action
  Update Chart Legend

  Tool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist.

• Action
  Update Chart Series

  Rename one Excel chart series by ID or zero-based collection position.

• Action
  Update Named Item

  Update a workbook named item's visibility or comment.

• Action
  Update Range

  Update a range in a worksheet using microsoft graph api.

• Action
  Update Range Format

  Update exactly one formatting component on a workbook range.

• Action
  Update Sharepoint Range

  Update a range in a sharepoint worksheet using microsoft graph sites api.

• Action
  Update Table

  Update a table in a workbook using microsoft graph api.

• Action
  Update Table Column

  Update Table Column

• Action
  Update Table Row

  Update Table Row

• Action
  Update Worksheet

  Update worksheet properties (name, position) in an excel workbook using microsoft graph api.

• Action
  Upload Workbook

  Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.

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