Connect Pennylane to Retell AI

Both apps 66Pennylane 39Retell AI 27

• 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 Agent

  Create a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice.

• Action
  Create Knowledge Base

  Create a new Retell AI knowledge base from texts, URLs and/or a file.

• Action
  Create Retell LLM

  Create a new Retell LLM Response Engine that can be attached to an agent. This is used to generate response output for the agent.

• Action
  Delete Agent

  Deletes an existing Retell AI agent, including all of its versions.

• Action
  Delete Knowledge Base

  Delete an existing knowledge base.

• Action
  Delete Phone Number

  Delete a phone number from your Retell AI account.

• Action
  Delete Retell LLM

  Delete a Retell LLM response engine.

• Action
  Get a Call

  Retrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency.

• Action
  Get an Agent

  Retrieve the full configuration of a Retell AI voice agent.

• Action
  Get a Phone Number

  Retrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings.

• Action
  Get a Retell LLM

  Retrieve the details of a Retell LLM response engine, including its prompt, model, tools and states.

• Action
  Get a Voice

  Retrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link.

• Action
  Get Concurrency

  Gets your Retell AI organization's current number of ongoing calls and its concurrency limits.

• Action
  Get Knowledge Base

  Retrieve the details of a knowledge base, including its processing status and sources.

• Action
  Import Phone Number

  Import a phone number from your own telephony provider (for example a Twilio elastic SIP trunk) into Retell AI and optionally bind agents to it.

• Action
  List Agents

  Lists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search.

• Action
  List Calls

  List calls in the Retell AI account, newest first by default, optionally filtered by agent, status, direction, numbers, time range and more. Returns up to 1000 calls; transcripts and recording URLs are not included (use Get a Call for those).

• Action
  List Knowledge Bases

  List all knowledge bases in the Retell AI account.

• Action
  List Phone Numbers

  Lists the phone numbers in your Retell AI account (up to 1000).

• Action
  List Retell LLMs

  Lists the Retell LLM response engines in the account.

• Action
  List Voices

  List all voices available to the Retell AI account.

• Action
  Make a Phone Call

  Start a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent.

• Action
  Register Phone Call

  Register a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to.

• Action
  Update Agent

  Updates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed.

• Action
  Update Call

  Update the metadata, data storage setting or custom attributes of an existing Retell AI call.

• Action
  Update Phone Number

  Updates the agents, nickname, webhooks, country restrictions, SIP trunk and fallback settings of a phone number in Retell AI. Only the fields you fill in are changed.

• Action
  Update Retell LLM

  Update an existing Retell LLM response engine's configuration (prompt, model, etc).

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