Connect Pennylane to Prisma Management Api

Both apps 56Pennylane 39Prisma Management Api 17

• 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 branch

  Creates an empty branch in a Prisma project. The first branch in a project becomes the default production branch; later branches are preview branches.

• Action
  Add database

  Creates a new Prisma Postgres database in a project, optionally cloned from another database or restored from a backup.

• Action
  Add database connection

  Creates a new connection string for a Prisma Postgres database and returns its direct, pooled and Accelerate connection details.

• Action
  Add project

  Creates a new Prisma project, optionally with a Postgres database, and returns the project with its workspace and database details.

• Action
  Add service token

  Creates a new service token for a Prisma workspace, optionally limited to a single project. The token value is returned only once, in this step's output.

• Action
  Delete database

  Deletes a Prisma Postgres database. A project's default database cannot be deleted.

• Action
  Delete project

  Deletes a Prisma project. This cannot be undone.

• Action
  Get database

  Returns a Prisma Postgres database by its ID, including its status, project, region and connections.

• Action
  Get project

  Returns a Prisma project by its ID, including its name, default region, creation date and workspace.

• Action
  List branches

  Returns the live branches of a Prisma project, optionally filtered by exact or partial Git branch name.

• Action
  List databases

  Returns the Prisma Postgres databases you have access to, optionally filtered by project or branch.

• Action
  List projects

  Returns the Prisma projects your token has access to, optionally narrowed to one logical ID.

• Action
  List service tokens

  Returns the service tokens in a Prisma workspace, newest first, with each token's name, scope, project and expiry.

• Action
  List workspaces

  Returns the Prisma workspaces your account can access, with each workspace's id, name and creation time.

• Action
  Transfer project

  Transfers a Prisma project to another owner's workspace, using an access token supplied by the recipient.

• Action
  Update database

  Updates a Prisma Postgres database: rename it, move it to another branch, or set its logical id. Returns the updated database record.

• Action
  Update project

  Updates a Prisma project's name or settings and returns the updated project.

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