Pennylane integration
Pennylane brings together your finances, your accounting, and your Business Account!
What your agents can do with Pennylane
6 pre-built Pennylane tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Customer
Creates a new customer in Pennylane.
Create Customer Invoice
Generates a new invoice for a customer using Pennylane.
Create Billing Subscription
Creates a billing subscription for a customer.
Triggers (3)
New Customer Created
Emit new event when a customer is created.
New Customer Invoice Created or Imported
Emit new event when a new invoice is created or imported.
New Billing Subscription Created
Emit new event when a billing subscription is created.
Set up Pennylane in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Pennylane account
In Relevance AI, open Integrations and add Pennylane. You will be sent to Pennylane to sign in and approve access, and the connection is stored against your workspace.
Use Pennylane in an agent
Create a tool, add a Pennylane tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Pennylane to work in your agents
Connect Pennylane alongside 1,800+ other integrations and let your agents run the busywork.