Connect Pennylane to Moderation API

Both apps 57Pennylane 39Moderation API 18

• 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 author

  Creates a new author (a user of your platform) in Moderation API so their content and behavior can be tracked and moderated.

• Action
  Add wordlist

  Creates a new wordlist in your Moderation API organization, optionally filled with an initial set of words. Add the wordlist to a policy to use it in moderation.

• Action
  Add words to wordlist

  Adds words or phrases to an existing wordlist. Words already on the list are ignored.

• Action
  Block author

  Blocks an author so they cannot post new content until they are unblocked.

• Action
  Delete author

  Deletes an author, resetting their status, blocks, trust level, metrics and action history. The author is recreated with a clean record the next time their content is moderated.

• Action
  Extract All Data

  Analyzes a piece of text and returns all data found in it — email addresses, phone numbers, URLs, addresses, names and other personal information or wordlist matches — along with the overall moderation result.

• Action
  Get author

  Returns an author's details, including their status, trust level, block details, risk level, content metrics and metadata.

• Action
  Get Moderated Text

  Submits a piece of text for moderation and returns the moderated text (with any personal information or banned words masked), along with whether it was flagged and the recommended action.

• Action
  Get Moderation Object

  Submits a structured object made of several named text, image, video or audio parts (for example a profile's name, bio and avatar) for moderation, and returns the evaluation, the recommended action and the per-policy results.

• Action
  Get wordlist

  Returns a single wordlist, including its name, strict-mode setting and every word it contains.

• Action
  List authors

  Returns the authors in your Moderation API project, with their status, trust level and content metrics. By default the most recently active authors come first.

• Action
  List queue items

  Returns the items in a review queue, with the queue's own filters applied. By default only items still waiting for review are returned.

• Action
  List wordlists

  Returns the wordlists in your Moderation API organization, with each wordlist's name, description and creation date.

• Action
  Moderate content

  Submits text, an image, a video, audio or a structured object for moderation and returns whether it was flagged, the recommended action (allow, review or reject) and the per-policy results.

• Action
  Resolve queue item

  Marks an item in a review queue as resolved, removing it from the queue's pending list.

• Action
  Send feedback

  Sends a feature request, bug report or other feedback to the Moderation API team, who may reply by email.

• Action
  Unblock author

  Unblocks a blocked or suspended author so they can post new content again.

• Action
  Update author

  Updates an existing author's profile in Moderation API, such as their name, email, company, trust level or metadata, and returns the updated author.

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