Pennylane

pennylane is a financial management platform that helps businesses handle their banking, invoicing, and accounting with the pennylane app in make, you can manage invoices, customers, estimates, products, and categories in your pennylane account requirements to use the pennylane app in {{product name}} , you must have a paid pennylane account for subscription information, refer to the pennylane pricing page connect pennylane and {{product name}} to get started, you must first create a connection between pennylane and {{product name}} , allowing the two services to communicate make provides two ways to create a connection pennylane docid\ gnpqh56oxymhkuhg28ucq pennylane docid\ gnpqh56oxymhkuhg28ucq create a connection with oauth to create the connection log in to your {{product name}} account, add a pennylane module to your {{scenario singular lowercase}} , and click create a connection in the connection type field, select pennylane (oauth) optional in the ​​ connection name​​ field, enter a name for the connection click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the pennylane app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj create a connection with an api key to create the connection log in to your pennylane account in the left sidebar, click company settings > connectivity > developers click generate an api token enter a name for the token and select the scopes you want the token to give access to as well as its expiration date click generate token copy the api key value and store it in a safe place log in to your {{product name}} account, add a pennylane module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection in the connection type field, select pennylane (api key) in the api key field, enter the api key you copied from your pennylane account you've successfully created the connection and can now use the pennylane app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj pennylane modules after connecting to the pennylane app, you can use the following types of modules to build your {{scenario plural lowercase}} invoice create a customer invoice create an invoice for an existing customer retrieve a customer invoice estimate create an estimate retrieve an estimate update an estimate status customer create a customer update a customer list all customers retrieve a customer product create a product update a product retrieve a product categories list all categories retrieve a category other get the user info make an api call templates you can look for pennylane templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} pennylane resources pennylane api documentation pennylane help center