Connect Pennylane and WordPress

Both apps 62Pennylane 39WordPress 23

• 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 Comment

  Triggers when a new comment is posted on your WordPress site.

• Trigger
  New Media

  Triggers when a new media item (image, video, audio or document) is uploaded to the WordPress media library.

• Trigger
  New page

  Triggers when a new page is created on the WordPress site.

• Trigger
  New Post

  Triggers when a new post is published on your WordPress site.

• Trigger
  New User

  Triggers when a new user registers on your WordPress site.

• Trigger
  Updated Post

  Triggers when a post is created or updated, newest changes first.

• Trigger
  Updated User

  Triggers when a WordPress user is added or their profile is changed (name, email, roles, bio and other details).

• Action
  Add category

  Creates a new post category on your WordPress site and returns the created category.

• Action
  Add comment

  Adds a new comment to a WordPress post or page.

• Action
  Add page

  Creates a new page on your WordPress site with the title, content, status and other details you provide.

• Action
  Add tag

  Creates a new tag on your WordPress site.

• Action
  Create Post

  Creates a new post on your WordPress site with the title, content, status, categories and tags you provide.

• Action
  Create User

  Creates a new user account on your WordPress site with the login name, email and password you provide.

• Action
  Delete post

  Deletes a post, moving it to the trash or removing it permanently.

• Action
  Delete user

  Permanently deletes a WordPress user and reassigns their posts and links to another user.

• Action
  Find comments by criteria

  Finds comments on the WordPress site matching search text, post, author, status, date range and other criteria.

• Action
  Find pages by criteria

  Returns the pages on your WordPress site that match the search text, slug, author, status, dates and other criteria you supply.

• Action
  Find Post

  Finds posts on your WordPress site matching a search text, slug, author, category, tag, status or date range.

• Action
  Find User

  Finds WordPress users matching a search text, slug, role or other criteria and returns the matching users.

• Action
  Update page

  Updates an existing page on your WordPress site. Only the fields you fill in are changed.

• Action
  Update Post

  Updates an existing WordPress post's title, content, status, categories, tags and other details. Only the fields you fill in are changed.

• Action
  Update User

  Updates an existing WordPress user's profile, such as their name, email, roles or password. Fields left blank are not changed.

• Action
  Upload Media

  Uploads a file from a URL to the WordPress media library and returns the new media item.

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