--- title: Pennylane V2 slug: pennylane-v2 description: How to integrate Pennylane V2 with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_pennylane-v2.png createdAt: 2025-08-13T14:38:12.524Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/pennylane-v2.png" alt="Pennylane V2 logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Pennylane V2](https://pennylane.com). For subscription, refer to the [Pennylane V2 pricing page](https://pennylane.com). # 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. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Pennylane V2 account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Accounting section** in your Pennylane Firm account. ::: :::WorkflowBlockItem Click** Settings**. ::: :::WorkflowBlockItem Click** Connectivity**. ::: :::WorkflowBlockItem Click** Developers**. ::: :::WorkflowBlockItem Click Generate an** API Token**. ::: :::WorkflowBlockItem Enter a token name. ::: :::WorkflowBlockItem Select the required permissions under** API V2**. ::: :::WorkflowBlockItem Select an expiration date. ::: :::WorkflowBlockItem Click** Generate Token**. ::: :::WorkflowBlockItem 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.](https://pennylane.readme.io/docs/generating-my-api-token) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Pennylane V2 module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](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 scenarios. :::ExpandableHeading ### Create a Company Customer Create a new customer profile for a company. ::: :::ExpandableHeading ### Create a Customer Invoice Generate a new invoice for a specific customer. ::: :::ExpandableHeading ### Create a Product Create a new product entry in your selected system. ::: :::ExpandableHeading ### Create a Quote Generate a new sales quote with specified details. ::: :::ExpandableHeading ### Create an Individual Customer Create a new individual customer profile in your account. ::: :::ExpandableHeading ### Get the User Info Retrieve detailed information about a specific user. ::: :::ExpandableHeading ### List all Billing Subscription Retrieve a list of all existing billing subscriptions. ::: :::ExpandableHeading ### List all Categories Retrieve a complete list of all available categories from the system. ::: :::ExpandableHeading ### List all Customer Invoice Retrieve a complete list of all customer invoices. ::: :::ExpandableHeading ### List all Customers Retrieve a complete list of all customer records from your account. ::: :::ExpandableHeading ### List all Products Retrieve a complete list of all available products from your account. ::: :::ExpandableHeading ### List all Quotes Retrieve a list of all quotes from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Retrieve a Billing Subscription Fetches detailed information about a specific billing subscription. ::: :::ExpandableHeading ### Retrieve a Category Fetches detailed information about a specific category. ::: :::ExpandableHeading ### Retrieve a Customer Fetches detailed information about a specific customer. ::: :::ExpandableHeading ### Retrieve a Customer Invoice Fetches detailed information for a specific customer invoice. ::: :::ExpandableHeading ### Retrieve a Product Fetches detailed information about a specific product. ::: :::ExpandableHeading ### Retrieve a Quote Fetches the details of a specific quote from your account. ::: :::ExpandableHeading ### Update a Company Customer Updates the details of an existing company customer in your system. ::: :::ExpandableHeading ### Update a Product Updates the details of an existing product. ::: :::ExpandableHeading ### Update a Quote Update the details of an existing quote. ::: :::ExpandableHeading ### Update an Individual Customer Updates the details of a specific individual customer in your database. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Pennylane V2 topics on Make community](https://community.make.com/search?q=Pennylane%20V2) - [Pennylane V2 website](https://pennylane.com) - [Pennylane V2 API documentation](https://pennylane.readme.io/v2.0) - [Pennylane V2 page on make](https://www.make.com/en/integrations/pennylane-v2) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::