Pennylane + Sage Accounting

Create new Pennylane products for every new service in Sage Accounting

Stay on top of your inventory management by seamlessly connecting Sage Accounting and Pennylane. When a new service is added in Sage Accounting, this workflow ensures a corresponding product is created in Pennylane. This makes it a breeze to maintain an updated inventory across both platforms, saving you time and reducing the possibility of errors.

When this happens...
New Service
Triggers when a new service is created.
TriggerPolling
automatically do this!
Create Product
Creates a new product.
ActionWrite

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Supported triggers and actions

New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It

Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It

Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Payment Reference
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Business NameRequired
- Notes
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Date
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUIDRequired
Action
Search
- Invoice Number or ReferenceRequired
Action
Search
- Service Code or DescriptionRequired
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Search or write
- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or ReferenceRequired
- DateRequired
- Invoice Number Prefix
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Search or write
- Service Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- State filter
- Customer identifier filter
Trigger
Polling
Try It
- State filter
- Source filter
- Customer identifier filter
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Customer type (company or individual)Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write
- Existing invoice identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write
Update Billing Subscription
Updates Billing Subscription.
Action
Write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- DateRequired
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote Number Prefix
- Quote Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
Action
Search
- Invoice ReferenceRequired
Action
Search
- Product Code or DescriptionRequired
Action
Search
- Quote Number or ReferenceRequired
Action
Search
- NameRequired
Action
Search
- Invoice ReferenceRequired
Action
Search or write
- Product Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- Quote Number or ReferenceRequired
Action
Search or write
- NameRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- State filter
- Customer identifier filter
Trigger
Polling
Try It
Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
Action
Write

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

Accounting

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

Accounting

Pennylane + Sage Accounting

Create new Pennylane products for every new service in Sage Accounting

New Contact Payment

New Customer

New Product

New Sales Quote

New Stock Item

Updated Product

Updated Sales Invoice

Updated Service

Create Contact Payment

Create Other Receipt/Money In

Update Contact

Create Product

Create Sales Quote

Create Stock Item

Update Product

Update Sales Invoice

Update Service

API Request (Beta)

Find Contact Payment

Find Contact

Find Sales Invoice

Find Service

Find or Create Create Contact Payment

Find or Create Customer Creation

Find or Create Sales Invoice

Find or Create Service

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

New Purchase Invoice

Updated Contact

New Sales Invoice

New Service

Updated Contact Payment

Updated Purchase Invoice

Updated Sales Quote

Updated Stock Item

Create Other Payment/Money Out

Create Purchase Invoice

Create Customer

Create Sales Invoice

Create Service

Update Contact Payment

Update Purchase Invoice

Update Sales Quote

Update Stock Item

Find Ledger Account

Find Purchase Invoice

Find Product

Find Sales Quote

Find Stock Item

Find or Create Create Purchase Invoice

Find or Create Product

Find or Create Create Sales Quote

Find or Create Stock Item

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

About Pennylane

Related categories

About Sage Accounting

Related categories