Pennylane V2

pennylane is an accounting and financial management platform for businesses, offering invoicing, expense tracking, and real time financial insights integrating pennylane with make com lets users automate invoice creation, synchronize expenses, and streamline financial document workflows directly between apps this is ai generated content based on official pennylane v2 documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www pennylane com/fr/contact directly requirements to use the pennylane v2 app in make, you must have an active pennylane account and an api token or oauth access token, https //pennylane com for subscription, refer to the https //pennylane com connect pennylane v2 and {{product name}} to get started, you must first create a connection between pennylane v2 and {{product name}} , allowing the two services to communicate obtain your api key in your pennylane v2 account create the connection in make obtain your api key in your pennylane v2 account before you create the connection in {{product name}} , you should first obtain your api key in your pennylane v2 account to obtain your api key navigate to the accounting section in your pennylane firm account click settings click connectivity click developers click generate an api token enter a token name select the required permissions under api v2 select an expiration date click generate token copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //pennylane readme io/docs/generating my api token create the connection in {{product name}} https //www make com/en/register , add the pennylane v2 module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your pennylane v2 account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page pennylane v2 modules after connecting to the pennylane v2 app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company customer create a new customer profile for a company create a customer invoice generate a new invoice for a specific customer create a product create a new product entry in your selected system create a quote generate a new sales quote with specified details create an individual customer create a new individual customer profile in your account get the user info retrieve detailed information about a specific user list all billing subscription retrieve a list of all existing billing subscriptions list all categories retrieve a complete list of all available categories from the system list all customer invoice retrieve a complete list of all customer invoices list all customers retrieve a complete list of all customer records from your account list all products retrieve a complete list of all available products from your account list all quotes retrieve a list of all quotes from your account make an api call executes a custom api request to the connected service using your authorized credentials retrieve a billing subscription fetches detailed information about a specific billing subscription retrieve a category fetches detailed information about a specific category retrieve a customer fetches detailed information about a specific customer retrieve a customer invoice fetches detailed information for a specific customer invoice retrieve a product fetches detailed information about a specific product retrieve a quote fetches the details of a specific quote from your account update a company customer updates the details of an existing company customer in your system update a product updates the details of an existing product update a quote update the details of an existing quote update an individual customer updates the details of a specific individual customer in your database templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} pennylane v2 resources you can have access to more resources related to this app on the following links https //community make com/search?q=pennylane%20v2 https //pennylane com https //pennylane readme io/v2 0 https //www make com/en/integrations/pennylane v2