Connect Pennylane to Optimizely

Both apps 66Pennylane 40Optimizely 26

• 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 ledger entry

  Creates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines.

• 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 attribute

  Creates a new attribute in an Optimizely project, which can be used to target audiences.

• Action
  Add audience

  Adds a new audience to an Optimizely project and returns the id of the audience that was created.

• Action
  Add campaign

  Creates a new personalization campaign in an Optimizely project and returns its id.

• Action
  Add experiment

  Creates a new experiment in an Optimizely project and returns its id.

• Action
  Add feature

  Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.

• Action
  Add page

  Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.

• Action
  Add project

  Creates a new Optimizely project in your account and returns the created project.

• Action
  Delete experiment

  Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.

• Action
  Get audience

  Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.

• Action
  Get campaign

  Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.

• Action
  Get experiment

  Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.

• Action
  Get experiment results

  Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.

• Action
  Get feature

  Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.

• Action
  Get project

  Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings.

• Action
  List attributes

  Returns all attributes in an Optimizely project, including their keys, names and archived status.

• Action
  List audiences

  Returns the audiences in an Optimizely project, optionally filtered by archived or journey status.

• Action
  List campaigns

  Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.

• Action
  List environments

  Returns all of the environments that have been created in an Optimizely project.

• Action
  List events

  Returns all events in an Optimizely project, including pageview events and, optionally, classic goals.

• Action
  List experiments

  Returns all experiments in an Optimizely project or campaign.

• Action
  List features

  Returns all features created in an Optimizely project, including their variables and per-environment rollout rules.

• Action
  List pages

  Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.

• Action
  List projects

  Returns all the projects in your Optimizely account, with their settings and status.

• Action
  Update campaign

  Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.

• Action
  Update experiment

  Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.

• Action
  Update feature

  Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.

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