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. |
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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 Pennylane V2 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, create your account on Pennylane V2. For subscription, refer to the Pennylane V2 pricing page.
Connect Pennylane V2 and Make
To get started, you must first create a connection between Pennylane V2 and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Pennylane V2 module to your scenario, 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 Connect an applicationConnect an application. page.
Pennylane V2 modules
After connecting to the Pennylane V2 app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Pennylane V2 resources
You can have access to more resources related to this app on the following links