Connect Pennylane and Website Toolbox Community

Both apps 68Pennylane 39Website Toolbox Community 29

• 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 Post

  Triggers when a new post is made in any topic of your Website Toolbox forum.

• Trigger
  New Topic

  Triggers when a new topic is started in your Website Toolbox forum.

• Trigger
  New User

  Triggers when a new user registers on your Website Toolbox community forum.

• Trigger
  Post Approved

  Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved).

• Trigger
  Post Updated

  Triggers when an existing forum post is edited.

• Trigger
  Topic Updated

  Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited.

• Trigger
  User Email Verified

  Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group.

• Trigger
  User Updated

  Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields.

• Action
  Add to User Group

  Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses.

• Action
  Create Category

  Creates a new category in your Website Toolbox forum.

• Action
  Create Topic

  Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name.

• Action
  Create User

  Creates a new member account on your Website Toolbox forum.

• Action
  Delete Category

  Deletes a forum category from your Website Toolbox community.

• Action
  Delete Post

  Deletes a post (reply) from your Website Toolbox forum.

• Action
  Delete Topic

  Deletes a forum topic, along with its posts, from your Website Toolbox community.

• Action
  Delete User

  Deletes a member from your Website Toolbox forum.

• Action
  Find topics by search term

  Returns the forum topics whose title contains the search term you enter.

• Action
  Get category

  Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts.

• Action
  Get post

  Returns a single forum post by its id, including its message, subject, topic, category and author.

• Action
  Get topic

  Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked.

• Action
  Get user

  Returns a single forum member's profile from your Website Toolbox community, looked up by user id.

• Action
  List categories

  Returns every category in your Website Toolbox forum, with each category's id, title and settings.

• Action
  List posts

  Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected.

• Action
  List topics

  Returns the topics (discussion threads) in your Website Toolbox forum.

• Action
  List users

  Returns the users registered on your Website Toolbox forum.

• Action
  Update category

  Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed.

• Action
  Update Post

  Updates the text of an existing post in your Website Toolbox forum and returns the updated post.

• Action
  Update Topic

  Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is.

• Action
  Update User

  Updates a community member's username, email address or password. Fields left blank are not changed.

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