Connect Pennylane and Vapi

Both apps 64Pennylane 40Vapi 24

• 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 ledger entry

  Creates a ledger entry (journal entry) in Pennylane with balanced debit and credit lines.

• 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 Assistant

  Triggers when a new assistant is created in your Vapi organization.

• Trigger
  New Call

  Triggers when a new call is created in Vapi, optionally limited to one assistant or phone number.

• Trigger
  New File

  Triggers when a new file is uploaded to your Vapi account.

• Action
  Add assistant

  Creates a new Vapi voice assistant with its model, voice, transcriber, first message and call behavior.

• Action
  Add phone number

  Adds a phone number to Vapi: a free Vapi number, or one you bring from Twilio, Vonage, Telnyx or your own SIP trunk. Returns the new phone number record.

• Action
  Add squad

  Creates a squad: a group of assistants that hand a call off to one another, starting with the first member.

• Action
  Add tool

  Creates a tool in Vapi (for example a function, end-call, transfer-call or API-request tool) that assistants can use during calls.

• Action
  Create Call

  Starts a Vapi call (or a batch of outbound calls) using a saved or one-off assistant, squad or workflow, and returns the created call.

• Action
  Create Chat

  Sends a message to a Vapi assistant or squad as a text chat and returns the chat, including the assistant's reply messages.

• Action
  Delete assistant

  Deletes an assistant from your Vapi account and returns the deleted assistant.

• Action
  Delete Call Data

  Deletes a call and its data, including recordings, and returns the deleted call.

• Action
  Delete Chat

  Deletes a chat from your Vapi account and returns the deleted chat's details.

• Action
  Delete File

  Deletes a file from your Vapi account.

• Action
  Find Call

  Finds calls matching a call id, assistant, phone number, or created/updated date range. Returns up to 1000 matching calls.

• Action
  Get assistant

  Returns a Vapi assistant's full configuration, including its model, voice, transcriber and first message.

• Action
  Get file

  Returns a file uploaded to Vapi, including its name, size, type, processing status and download URL.

• Action
  List assistants

  Returns the voice assistants in your Vapi account, optionally filtered by when they were created or last updated.

• Action
  List chats

  Returns the chats in your Vapi account, optionally filtered by assistant, squad, session or creation/update date.

• Action
  List files

  Returns the files uploaded to your Vapi account, optionally filtered by purpose.

• Action
  List phone numbers

  Returns the phone numbers in your Vapi account, optionally filtered by when they were created or updated.

• Action
  List tools

  Returns the tools configured in your Vapi account, optionally filtered by when they were created or updated.

• Action
  Update Call

  Updates the name of an existing Vapi call.

• Action
  Update phone number

  Updates a Vapi phone number's name, the assistant, squad or workflow that answers it, and its provider settings.

• Action
  Upload File

  Uploads a file to Vapi, for use by assistants or knowledge bases, and returns the stored file record.

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