Connect Pennylane and Woodpecker.co

Both apps 64Pennylane 39Woodpecker.co 25

• 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
  Campaign Completed

  Triggers when a Woodpecker campaign status changes to COMPLETED.

• Trigger
  Email Opened

  Triggers when a prospect opens your email.

• Trigger
  Email Sent

  Triggers when Woodpecker sends an email to prospect from campaign.

• Trigger
  Follow-Up After Autoreply

  Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.

• Trigger
  Link Clicked

  Triggers when a prospect clicks on a link in your email.

• Trigger
  Manual Task Created

  Triggers when a manual task of any type is created.

• Trigger
  Manual Task Done

  Triggers when a manual task is marked as done.

• Trigger
  Manual Task Ignored

  Triggers when a manual task is marked as ignored.

• Trigger
  Prospect Autoreplied

  Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED.

• Trigger
  Prospect Blacklisted

  Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.

• Trigger
  Prospect Bounced

  Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker.

• Trigger
  Prospect Interested

  Triggers when a prospect is marked as INTERESTED.

• Trigger
  Prospect Invalid

  Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.

• Trigger
  Prospect Maybe Later

  Triggers when a prospect's interest level is marked as MAYBE LATER.

• Trigger
  Prospect Nonresponsive

  Triggers when a prospect's status is changed to NONRESPONSIVE

• Trigger
  Prospect Not Interested

  Triggers when a prospect is marked as NOT INTERESTED.

• Trigger
  Prospect Opt Out

  Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.

• Trigger
  Prospect Replied

  Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.

• Trigger
  Prospect Saved

  Triggers when a Woodpecker prospect is created or updated.

• Trigger
  Secondary Reply

  Triggers when a secondary reply is found by Woodpecker.

• Action
  Blacklist Domain

  Add a domain to a blacklist. It will automatically block ongoing and future sending to all prospects within a given domain.

• Action
  Create/Update Prospect

  Adds a new prospect or Updates existing prospect in the list of Prospects.

• Action
  Create/Update Prospect in Campaign

  Adds a new prospect or updates existing prospect's data in a campaign of choice.

• Action
  Find Prospect Email

  Finds prospect by email address.

• Action
  Stop Follow-Ups

  Stop follow-ups planned for this prospect.

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