Connect Pennylane and Personio

Both apps 66Pennylane 39Personio 27

• 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.

• Trigger
  Employee Updated

  Triggers when an employee is updated.

• Trigger
  Employment Updated

  Triggers when one or more Employment details of a Person are updated

• Trigger
  New Absence

  Triggers when a new absence is created.

• Trigger
  New Candidate

  Fires when a new recruiting candidate is added in Personio.

• Trigger
  New Employee

  Triggers when a new employee is created.

• Trigger
  New Employment Created

  Triggers when one or more Employment details of a Person are created

• Trigger
  New Open Position

  Triggers when a new open position is created.

• Action
  Add project

  /v2/projects - create a project.

• Action
  Create Absence

  Creates a new absence.

• Action
  Create Attendance

  Creates a new attendance.

• Action
  Create Employee

  Creates a new employee.

• Action
  Delete absence

  /v2/absence-periods/{id} - delete an absence period.

• Action
  Delete attendance

  /v2/attendance-periods/{id} - delete an attendance period.

• Action
  Delete person

  /v2/persons/{id} - delete a person.

• Action
  Find Absence

  Finds an absence by employee ID.

• Action
  Find Employee

  Finds a employee based on email.

• Action
  Find Person

  Finds a person by their Personio ID, name, last name and email, optionally including their absence information.

• Action
  Get Employment

  Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates.

• Action
  List absence types

  /v2/absence-types - list absence types.

• Action
  List Compensations

  Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record.

• Action
  List legal entities

  /v2/legal-entities - list legal entities.

• Action
  List org units

  /v2/org-units - list org units.

• Action
  List projects

  /v2/projects - list projects.

• Action
  Update absence

  /v2/absence-periods/{id} - update an absence period.

• Action
  Update Attendance

  Updates an existing attendance.

• Action
  Update Employee

  Updates an existing employee.

• Action
  Update Employment

  updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook.

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