Connect Pennylane and Wodify Core

Both apps 61Pennylane 40Wodify Core 21

• 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/Updated Client

  Triggers when a client is added or an existing client is updated in Wodify.

• Trigger
  Tag Changed on Client

  Triggers when a client's tags change (a tag is added to or removed from a client).

• Action
  Add class reservation

  Reserves a spot in a class for a client, optionally as a recurring reservation.

• Action
  Add membership

  Creates a new membership for a client from a membership template. Values you leave blank are filled in from the template.

• Action
  Add Tag to Client

  Adds one or more tags to a Wodify client and returns the client's current tags.

• Action
  Add Tag to Lead

  Adds one or more tags to a Wodify lead and returns the lead's current tags.

• Action
  Add/Update Lead

  Creates a new lead in Wodify, or updates an existing lead when a Lead ID is supplied.

• Action
  Convert lead to client

  Converts a Lead into a Client. Any details you leave blank keep the Lead's existing values.

• Action
  Delete client

  Deletes an inactive Wodify client by its ID.

• Action
  Delete lead

  Deletes a lead record from Wodify by its ID.

• Action
  Find leads by criteria

  Searches your Wodify leads with a search query and returns the matching leads.

• Action
  Get Client

  Returns a Wodify client record by its id, including contact details, status, tags, memberships flags and custom field answers.

• Action
  Get Lead

  Returns a single Wodify lead record by its lead ID.

• Action
  Get membership

  Returns a single membership record by its membership ID.

• Action
  List clients

  Returns the clients in your Wodify account.

• Action
  List employees

  Returns the employees (staff and coaches) in your Wodify account.

• Action
  List invoices

  Returns the invoices in your Wodify gym, with amounts, status, due and paid dates, and the client or lead each one belongs to.

• Action
  List leads

  Returns the leads in your Wodify account, up to 100 at a time.

• Action
  List memberships

  Returns the memberships in your Wodify account, up to 100 at a time.

• Action
  Remove Tag From Client

  Removes one or more tags from a Wodify client and returns the client's remaining tags.

• Action
  Remove Tag From Lead

  Removes the given tags from a Wodify lead and returns the lead's remaining tags.

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