Connect Pennylane and Pipedream

Both apps 75Pennylane 39Pipedream 36

• 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
  New account

  Fires when a new app account appears in the project.

• Trigger
  New project

  Fires when a new project is created in the workspace.

• Action
  Create account

  Connect an app account on behalf of an end user.

• Action
  Create connect token

  Create a short-lived token that lets an end user connect an account.

• Action
  Create project

  Create a new project in your Pipedream workspace.

• Action
  Delete account

  Disconnect and remove a single connected account.

• Action
  Delete deployed trigger

  Remove a deployed trigger so it stops emitting events.

• Action
  Delete project

  Permanently remove a project from your workspace.

• Action
  Delete user

  Remove an end user and all of their connected accounts.

• Action
  Deploy trigger

  Deploy a trigger for an end user so it starts emitting events.

• Action
  Get account

  Retrieve the details of a single connected account.

• Action
  Get action

  Retrieve the definition of a single action.

• Action
  Get app

  Retrieve the details of a single app in Pipedream's catalog.

• Action
  Get component

  Retrieve the definition of a single component.

• Action
  Get deployed trigger

  Retrieve the details of a single deployed trigger.

• Action
  Get project

  Retrieve the details of a single project.

• Action
  Get trigger

  Retrieve the definition of a single trigger.

• Action
  List accounts

  List the app accounts your end users have connected in a project.

• Action
  List accounts for user

  List the accounts a specific end user has connected.

• Action
  List actions

  Browse the actions available to run for a project's apps.

• Action
  List apps

  Browse the apps available in Pipedream's integration catalog.

• Action
  List components

  Browse the components available in a project.

• Action
  List deployed triggers

  List the triggers currently deployed in a project.

• Action
  List projects

  List the projects in your Pipedream workspace.

• Action
  List trigger events

  Retrieve the recent events emitted by a deployed trigger.

• Action
  List triggers

  Browse the triggers available to deploy for a project's apps.

• Action
  List users

  List the end users who have connected accounts in a project.

• Action
  Proxy GET request

  Send an authenticated GET request to a connected app's API on behalf of an end user.

• Action
  Proxy PATCH request

  Send an authenticated PATCH request to a connected app's API on behalf of an end user.

• Action
  Proxy POST request

  Send an authenticated POST request to a connected app's API on behalf of an end user.

• Action
  Proxy PUT request

  Send an authenticated PUT request to a connected app's API on behalf of an end user.

• Action
  Run action

  Run an app action on behalf of an end user and return its result.

• Action
  Set trigger webhook

  Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.

• Action
  Update deployed trigger

  Change the configuration of a deployed trigger.

• Action
  Update project

  Change the name or settings of an existing project.

• Action
  Validate connect token

  Check whether a Connect token is still valid.

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