Connect Pennylane to Plentyone

Both apps 59Pennylane 39Plentyone 20

• 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 contact

  Creates a new contact (a person) in the plentyONE CRM.

• Action
  Add item

  Creates an item in plentyONE together with its main variation, linked to a category and a unit.

• Action
  Add order

  Creates an order (sales order, return, offer and other order types) in plentyONE with its items, addresses and contact relations.

• Action
  Add payment

  Creates a payment in plentyONE, for example an incoming payment received through a payment method.

• Action
  Add variation

  Creates a new variation of an existing item, optionally defined by attribute values and made visible in a store client.

• Action
  Find items by criteria

  Finds items updated on or after a given time, optionally including their variations.

• Action
  Find orders by criteria

  Finds orders matching criteria such as order type, status, creation or update date, referrer, item or variation.

• Action
  Get contact

  Returns a single contact (person) from the plentyONE CRM by its id.

• Action
  Get item

  Returns a single plentyONE item, including its global settings, free fields and main variation id.

• Action
  Get order

  Returns a single order by its id, including its amounts, properties, addresses and order items.

• Action
  Get payment

  Returns a single payment by its id, including amount, currency, payment method, status and properties.

• Action
  List categories

  Returns the categories set up in PlentyONE, optionally only those of one type such as item categories.

• Action
  List contacts

  Returns the contacts (people) saved in your PlentyONE system, with their contact options and linked accounts.

• Action
  List stock

  Returns the stock levels of variations across all warehouses.

• Action
  List variations

  Returns the variations of an item, including its main variation.

• Action
  List warehouses

  Returns all warehouses set up in your PlentyONE system.

• Action
  Update contact

  Updates an existing contact (person) in PlentyONE CRM. Only the fields you fill in are changed.

• Action
  Update item

  Updates the item-level settings of an existing plentyONE item, such as manufacturer, condition, flags and customs data.

• Action
  Update order

  Updates an existing plentyONE order, such as its status, owner, properties, dates, addresses or order items.

• Action
  Update variation

  Updates an existing variation of an item in plentyONE, such as its number, availability, dimensions, weight or order quantities.

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