Connect Pennylane and Zoom

Both apps 71Pennylane 39Zoom 32

• 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
  Meeting ended

  Triggered when a meeting ends.

• Trigger
  Meeting participant joined

  Triggers when a participant joins a meeting.

• Trigger
  Meeting registration cancelled

  Triggered when a meeting registration is cancelled.

• Trigger
  Meeting started

  Triggered when a meeting starts.

• Trigger
  New recording completed

  Triggered when a cloud recording is completed.

• Trigger
  New recording completed (all active licensed accounts)

  Triggered when a cloud recording is completed in any licensed active account.

• Trigger
  New recording completed (specified account)

  Triggered when a cloud recording is completed for the specified account.

• Trigger
  New webinar registrant

  Triggers when a new registrant is added to a Webinar.

• Trigger
  Recording completed

  Triggered when a recording completes.

• Trigger
  Upcoming meeting

  Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.

• Trigger
  Upcoming meeting (all active licensed accounts)

  Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.

• Trigger
  Upcoming meeting (specified account)

  Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.

• Trigger
  Upcoming meeting via integration setting (all active licensed accounts)

  Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.

• Trigger
  Webinar ended

  Triggered when a webinar ends.

• Trigger
  Webinar started

  Triggered when a webinar starts.

• Action
  Add meeting registrant

  Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.

• Action
  Create meeting

  Creates a new meeting.

• Action
  Delete meeting

  Deletes the specified meeting.

• Action
  End meeting

  Immediately ends a meeting.

• Action
  Find meeting by agenda

  Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.

• Action
  Get approved meeting registrants

  Returns approved registrants (up to 300 max) registrants for the specified meeting.

• Action
  Get connection mode

  Returns the mode of the named Zoom connection, either Individual or Admin.

• Action
  Get meeting

  Outputs details for the specified meeting.

• Action
  Get meeting registrant

  Returns details for the specified registrant in the specified meeting.

• Action
  Get user

  Returns a Zoom user's profile and settings by user ID or email.

• Action
  Get user settings

  Outputs all settings for the specified user.

• Action
  List cloud recordings

  Lists cloud recordings for a Zoom user within a date range.

• Action
  List meetings

  Lists a Zoom user's scheduled, live, or upcoming meetings.

• Action
  List users

  Lists the users on the Zoom account.

• Action
  Update meeting

  Updates an existing meeting.

• Action
  Update meeting registrant status

  Updates a registrant's status for the specified meeting.

• Action
  Update user settings

  Updates the specified user's settings.

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