Connect Pennylane and Smily

Both apps 62Pennylane 39Smily 23

• 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 And/Or Updated And/Or Canceled Booking

  Trigger when a booking is created and/or updated and/or canceled (with line item support).

• Trigger
  New And/Or Updated Client

  Trigger when a client is created and/or updated (with line item support).

• Trigger
  New And/Or Updated Payment

  Trigger when a payment is created and/or updated.

• Trigger
  New Inquiry

  Trigger when a new inquiry is created.

• Action
  Add booking

  Creates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily.

• Action
  Add payment

  Records a new payment against a booking in Smily.

• Action
  Add rental

  Creates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee.

• Action
  Create Inquiry

  Creates an inquiry for a rental, recording a guest's contact details, requested dates and message.

• Action
  Create or Update Client

  Creates a new Smily client (guest), or updates an existing one when a client ID is given.

• Action
  Delete booking

  Cancels a booking in Smily so it no longer occupies the rental's calendar.

• Action
  Find Bookings in Date Range

  Returns the bookings that overlap a date range, optionally filtered by status, rental or client.

• Action
  Find Client by Email

  Finds Smily clients (guests) whose email address matches the one given, returning the matching client records.

• Action
  Find Payment

  Finds payments by their order ID (one or more, comma-separated).

• Action
  Get booking

  Returns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client.

• Action
  Get client

  Returns a single client (guest) by ID, including their addresses, emails and phone numbers.

• Action
  Get rental

  Returns a single rental (property) by its ID, including its details, pricing, location and related record IDs.

• Action
  List bookings

  Returns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned.

• Action
  List clients

  Returns the clients (guests) in your Smily account, including their addresses, emails and phone numbers.

• Action
  List inquiries

  Returns the inquiries on your Smily account, including guest contact details, requested dates and party size.

• Action
  List payments

  Returns the payments recorded on your Smily account, optionally filtered by order ID.

• Action
  List rentals

  Returns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details.

• Action
  Update Booking

  Updates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking.

• Action
  Update rental

  Updates an existing rental property in Smily. Only the fields you fill in are changed.

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