Connect Pennylane and Recruitee

Both apps 64Pennylane 39Recruitee 25

• 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 Task

  Triggered when a new task is created in your Recruitee company.

• Action
  Add Note to Candidate

  Adds a note to a candidate's profile in Recruitee.

• Action
  Add Note to Job Opening/Talent Pool

  Adds a note to a job opening or a talent pool.

• Action
  Add Tags to Candidate

  Adds tags to a candidate.

• Action
  Assign Candidate to Job Opening/Talent Pool

  Assigns a candidate to a job opening or talent pool.

• Action
  Create Candidate

  Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools.

• Action
  Create Job Opening

  Creates a new job opening in Recruitee.

• Action
  Create Talent Pool

  Creates a talent pool in Recruitee.

• Action
  Create Task

  Creates a task.

• Action
  Delete candidate

  Permanently deletes a candidate from your Recruitee company.

• Action
  Delete job opening

  Permanently deletes a job opening (offer) and its applications in Recruitee.

• Action
  Find Candidate

  Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text.

• Action
  Find Candidate Stage

  Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to.

• Action
  Find Job Opening

  Returns the job openings whose title contains the specified text.

• Action
  Find Talent Pool

  Finds talent pools whose name contains the search text.

• Action
  Find Task

  Finds tasks in the company whose title contains the given text.

• Action
  Get candidate

  Fetches a candidate by ID. An error occurs if the candidate is not found.

• Action
  Get job opening

  Retrieves a single job opening from Recruitee by its id or slug.

• Action
  List departments

  Lists every department set up in your Recruitee company.

• Action
  List Job Opening/Talent Pool Notes

  Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps.

• Action
  List locations

  List all locations.

• Action
  Proceed Candidate

  Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed.

• Action
  Update job opening

  Updates an existing Recruitee job opening. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task.

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