Connect Pennylane and PostStack

Both apps 77Pennylane 39PostStack 38

• 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
  Contact Deleted (instant)

  Fires when a contact is deleted (event: contact.deleted).

• Trigger
  Contact Updated (instant)

  Fires when a contact is updated (event: contact.updated).

• Trigger
  Email Bounced (instant)

  Fires when an email bounces (event: email.bounced).

• Trigger
  Email Delivered (instant)

  Fires when an email is delivered (event: email.delivered).

• Trigger
  New Contact (instant)

  Fires when a contact is created (event: contact.created).

• Trigger
  New Inbound Email

  Polls for newly received inbound emails.

• Trigger
  New Sent Email (instant)

  Fires when an email is sent (event: email.sent).

• Action
  Add a broadcast

  Create a new marketing broadcast.

• Action
  Add a contact

  Create a new contact.

• Action
  Add a segment

  Create a new manual contact segment.

• Action
  Add a template

  Create a new email template.

• Action
  Add contacts to segment

  Add contacts to an existing segment.

• Action
  Add suppression

  Add an address to the suppression list.

• Action
  Cancel broadcast

  Cancel an in-flight broadcast.

• Action
  Cancel email

  Cancel a scheduled or queued email before it sends.

• Action
  Delete a contact

  Delete a contact.

• Action
  Delete a template

  Delete an email template.

• Action
  Get a contact

  Fetch one contact by ID.

• Action
  Get a template

  Fetch one email template by ID.

• Action
  Get broadcast

  Retrieve one broadcast by its public id, including the HTML and text bodies that the list endpoint omits.

• Action
  Get email

  Fetch one sent or queued email by ID.

• Action
  Get email events

  Get the delivery event timeline for one email.

• Action
  Get inbound email

  Fetch one received inbound email by ID.

• Action
  Import contacts

  Bulk-import a CSV list of contacts.

• Action
  List broadcasts

  List marketing broadcasts.

• Action
  List contacts

  List contacts in the account.

• Action
  List emails

  List sent, queued, and scheduled emails.

• Action
  List inbound emails

  List emails received via inbound parsing.

• Action
  List segments

  List contact segments.

• Action
  List suppressed addresses

  List addresses on the suppression list.

• Action
  List templates

  List email templates.

• Action
  Send an email

  Send a transactional email through PostStack.

• Action
  Send broadcast

  Start sending a broadcast to its recipients.

• Action
  Send emails in batch

  Send up to 100 emails in a single request.

• Action
  Update a contact

  Update an existing contact's fields.

• Action
  Update a template

  Update an email template, creating a new version.

• Action
  Update email

  Reschedule a queued email's send time.

• Action
  Validate email address

  Check whether an email address is valid and deliverable.

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