Connect Pennylane to Smtp2Go

Both apps 61Pennylane 39Smtp2Go 22

• 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 email

  Sends an email through SMTP2GO, either with your own subject and body or from a saved template, optionally scheduled for later delivery.

• Action
  Add sender domain

  Adds a sender domain to your SMTP2GO account and returns the DNS records needed to verify it.

• Action
  Add single sender email

  Add a single verified sender email address.

• Action
  Add SMTP user

  Adds a new SMTP user to your SMTP2GO account, with its password, rate limit, tracking, archiving, feedback footer and bounce settings.

• Action
  Add suppression

  Suppresses an email address or a whole domain so SMTP2GO no longer delivers to it.

• Action
  Add template

  Creates an email template with a subject, HTML and plain-text content, and optional variables and tags.

• Action
  Delete scheduled email

  Cancels an email that was scheduled to be sent later, using its schedule ID.

• Action
  Delete sender domain

  Remove a sender domain.

• Action
  Delete single sender email

  Removes a single sender email address from your SMTP2GO account (or a subaccount).

• Action
  Delete SMTP user

  Remove an SMTP user.

• Action
  Delete suppression

  Removes the suppression on an email address or domain so SMTP2GO will deliver to it again.

• Action
  Delete template

  Remove an email template.

• Action
  Find scheduled emails

  Returns emails that are scheduled to send later, optionally narrowed by schedule ID, subject, recipient or sender.

• Action
  Get template

  View details of a specific email template.

• Action
  List emails

  Lists sent emails (up to 5,000) matching the supplied date range and filters.

• Action
  List sender domains

  Returns the sender domains on the SMTP2GO account, with their DNS verification details and tracking subdomains.

• Action
  List single sender emails

  Lists the single sender email addresses on the SMTP2GO account with their verification status, optionally narrowed to one address.

• Action
  List SMTP users

  View SMTP users.

• Action
  List subaccounts

  Lists the subaccounts on the SMTP2GO account, optionally narrowed by search terms and state.

• Action
  List suppressions

  View suppressed email addresses.

• Action
  List templates

  Lists the email templates in your SMTP2GO account, optionally narrowed by search terms or tags.

• Action
  Update template

  Changes the details of an existing SMTP2GO email template. Only the values 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.