Connect Pennylane and Plug&Pay

Both apps 74Pennylane 40Plug&Pay 34

• 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.

• Trigger
  New Order

  Triggers when a new order is placed in your Plug&Pay account.

• Trigger
  New Product

  Triggers when a new product is added to your Plug&Pay account.

• Trigger
  New Subscription

  Triggers when a new subscription or installment plan starts in your Plug&Pay account.

• Action
  Add Order Comment

  Adds an internal note to an order. Buyers do not see it.

• Action
  Add Subscription Comment

  Adds an internal note to a subscription. Subscribers do not see it.

• Action
  Cancel Subscription

  Cancels a subscription, optionally from a later date and with a reason.

• Action
  Clone Checkout

  Makes a copy of a checkout page and returns the new checkout's ID.

• Action
  Clone Product

  Makes a copy of an existing product and returns the new product's ID.

• Action
  Create Product Price

  Adds a price to a product in your Plug&Pay account and returns the price ID.

• Action
  Delete Checkout

  Deletes a checkout page from your Plug&Pay account.

• Action
  Delete Order

  Deletes an order from your Plug&Pay account.

• Action
  Delete Product

  Deletes a product from your Plug&Pay account.

• Action
  Delete Product Price

  Removes a price from a product in your Plug&Pay account.

• Action
  Delete Promotion

  Deletes a promotion from your Plug&Pay account.

• Action
  Delete Subscription

  Deletes a subscription from your Plug&Pay account.

• Action
  Extend Subscription

  Moves a subscription's next billing date later, extending the current period.

• Action
  Find Checkouts

  Searches the checkout pages in your Plug&Pay account by name, product or status.

• Action
  Find Orders

  Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters.

• Action
  Find Products

  Searches the products in your Plug&Pay account by title, SKU, type, group and other filters.

• Action
  Find Promotions

  Searches the promotions in your Plug&Pay account by name or product.

• Action
  Find Subscriptions

  Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters.

• Action
  Get Checkout

  Returns a checkout page from your Plug&Pay account by its ID.

• Action
  Get Order

  Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more.

• Action
  Get Order Payment

  Returns the payment of an order: its status, method, provider and amounts.

• Action
  Get Product

  Returns a product from your Plug&Pay account by its ID.

• Action
  Get Product Price

  Returns one price of a product in your Plug&Pay account.

• Action
  Get Promotion

  Returns a promotion from your Plug&Pay account by its ID.

• Action
  Get Subscription

  Returns a subscription from your Plug&Pay account by its ID.

• Action
  List Order Comments

  Returns the internal notes on an order.

• Action
  List Product Prices

  Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence.

• Action
  Refund Order

  Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded.

• Action
  Resume Subscription

  Resumes a cancelled subscription so it renews again.

• Action
  Update Order Payment Status

  Sets the payment status of an order, for example to mark it as paid.

• Action
  Update Product Price

  Changes a price on a product in your Plug&Pay account. Fields left blank are not changed.

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