Connect Pennylane to Vincere

Both apps 62Pennylane 40Vincere 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 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.

• Action
  Add meeting

  Creates a meeting activity in Vincere, linked to candidates, contacts, companies or jobs.

• Action
  Add note

  Adds a new note to a candidate in Vincere.

• Action
  Add task

  Creates a task in Vincere, optionally linked to candidates, contacts, companies, jobs or deals, and returns the new task's id.

• Action
  Create a New Contact in Vincere

  Creates a contact at a company in Vincere and returns the new contact's ID.

• Action
  Create Candidate

  Creates a candidate in Vincere and returns the new candidate's ID.

• Action
  Create Company

  Creates a company in Vincere and returns the new company's ID.

• Action
  Create Job

  Creates a job for a client contact in Vincere and returns the new job's ID.

• Action
  Create Job Application

  Adds a candidate to a job in Vincere at the stage you choose and returns the application's ID.

• Action
  Find candidates by criteria

  Searches Vincere candidates using search criteria and returns the matching candidates (up to 100).

• Action
  Find companies by criteria

  Searches Vincere companies matching a search query and returns the matching companies with the fields you choose.

• Action
  Find contacts by criteria

  Searches Vincere contacts matching the given criteria and returns up to 100 matches.

• Action
  Find job applications by criteria

  Finds a job's applications that are currently in the stages you choose, such as Shortlisted or Placed.

• Action
  Find jobs by criteria

  Searches Vincere jobs using search criteria and returns the matching jobs (up to 100).

• Action
  Get Candidate

  Returns a Vincere candidate's details by its ID.

• Action
  Get Company

  Returns a Vincere company's details by its ID.

• Action
  Get Contact

  Returns a Vincere contact's details by its ID.

• Action
  Get Job

  Returns a Vincere job's details by its ID.

• Action
  Get job application

  Returns a job application, the record linking a candidate to a job, including its stage and status.

• Action
  Get placement

  Returns the details of a Vincere placement by its ID.

• Action
  Update Candidate

  Updates the fields you supply on an existing Vincere candidate.

• Action
  Update Contact

  Updates the fields you supply on an existing Vincere contact.

• Action
  Update GDPR Details

  Updates a Vincere candidate's GDPR consent-to-keep details.

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