Connect Pennylane to Voucherify

Both apps 61Pennylane 39Voucherify 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 Campaign

  Create a new voucher campaign (discount, gift, referral, or loyalty).

• Action
  Add Customer

  Create a new customer profile with contact info, address, and metadata.

• Action
  Add Publication

  Publishes a voucher to a customer: either a specific voucher code, or one or more codes drawn from a campaign.

• Action
  Add Voucher

  Create a new voucher, optionally with a specific or auto-generated code, discount/gift/loyalty-card type, and validity rules.

• Action
  Add Vouchers to Campaign

  Adds one or more new vouchers to an existing campaign. New vouchers inherit the campaign's settings unless overridden here.

• Action
  Check eligibility

  Returns the vouchers, promotion tiers and campaigns a customer and/or order qualifies for.

• Action
  Delete Campaign

  Deletes a campaign and all its vouchers, either moving them to the bin or removing them permanently. Deletion runs in the background.

• Action
  Delete Customer

  Deletes a customer in Voucherify. The customer is removed, so a new customer with the same source id can be created afterwards.

• Action
  Delete Voucher

  Deletes a voucher by its code, either moving it to the bin or removing it permanently. Also removes the voucher's redemptions.

• Action
  Get Campaign

  Retrieves a Voucherify campaign by its id or name.

• Action
  Get Customer

  Retrieve a single customer by ID or source_id.

• Action
  Get Redemption

  Returns a single redemption or redemption rollback by its ID, whether it succeeded or failed.

• Action
  Get Voucher

  Retrieves a voucher by its code or the id Voucherify assigned to it.

• Action
  List Campaigns

  Lists campaigns in the Voucherify project, optionally filtered by type, status or referral flag.

• Action
  List Customers

  Returns a list of customers, optionally filtered by email, city, name, segment, or created/updated dates.

• Action
  List Redemptions

  Returns a list of redemptions and redemption rollbacks, most recent first, optionally narrowed by result, campaign, customer, date and other filters.

• Action
  List Vouchers

  Returns vouchers in the project, most recent first, optionally narrowed by campaign, category, customer, code or creation/update dates.

• Action
  Redeem Voucher

  Redeems a voucher code (discount code, gift card or loyalty card) against an optional order and customer, incrementing the voucher's redemption count.

• Action
  Rollback Redemption

  Undo a single (non-stacked) redemption, returning its redemption to the voucher's pool and restoring any gift card credits or loyalty points it used.

• Action
  Update Customer

  Updates an existing Voucherify customer. Only the values you fill in are changed; blank fields are left as they are.

• Action
  Update Voucher

  Updates an existing voucher. Only the values you fill in are changed; everything else on the voucher stays as it is.

• Action
  Validate voucher

  Checks whether a voucher, gift card or loyalty card code can be applied to an order and customer, and returns the discount it would give, without redeeming it.

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