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Pennylane V2 Make integrationAutomate Pennylane V2 with Make.

Can Make fill Pennylane for you instead of copying clients and quotes by hand? The Pennylane V2 Make integration gives you 23 modules: 17 actions and 6 searches. This guide shows how to link your account, build a first scenario and pick the right module.

Try the Pennylane V2 integration on MakeSee the 23 modules

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What you can automate

What can the Pennylane V2 Make integration do for you?

The Pennylane V2 Make integration lets Make write to and read from your Pennylane account inside a scenario, which is the automation you build in Make. You can create customers, products, quotes and invoices, look them up, or update them, all without writing code.

Quotes that start themselves. A new client lands in your CRM or form tool, Make runs Create a Company Customer, then Create a Quote for that company. Nobody retypes the address twice.

A product catalog that stays in sync. When a price changes in your shop or spreadsheet, Retrieve a Product finds the item and Update a Product rewrites it in Pennylane, so your next invoice uses the right line.

Invoice data sent where your team works. List all Customer Invoice pulls the invoices out of Pennylane, one item at a time, so another app can count them, file them or post a summary.

One thing Make cannot do here: react on its own to something that happens in Pennylane. This app has no trigger, so every scenario starts from another app or from the Make schedule. If a call you need is missing from the list, Make an API Call reaches the rest of the Pennylane API with the same connection.

Hesitating between two tools? Read n8n vs Make. To learn the editor step by step, the Make training walks through it, and Make pricing explains how operations are counted.

Connect

How do you connect Pennylane V2 to Make?

  1. 01

    Generate a token in Pennylane

    In Pennylane, open the Accounting section, then Settings, Connectivity and Developers. Click Generate an API Token, give it a name, tick the permissions under API V2, choose an expiration date and click Generate Token.

  2. 02

    Open the connection window in Make

    Add any Pennylane V2 module to your scenario and click Create a connection. The Connection name field is optional, but a clear name like the company it belongs to helps once you manage several accounts.

  3. 03

    Paste the token and save

    Paste the token you copied from Pennylane, or follow the instructions Make shows on screen. From then on, this connection is reused by every Pennylane V2 module of your scenarios, so you only do this part once.

First scenario

Build your first scenario with Pennylane V2

GoalWhen a new client arrives in another app, Make creates the company in Pennylane V2 and prepares a quote for it.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the big +. This first module decides when everything runs, and Pennylane V2 has no trigger, so it comes from another app.

  2. 02

    Pick where new clients come from

    Search the app where new clients show up, such as your CRM or form tool, choose its module and connect that account. Each new client becomes a bundle, one item passed to the next module.

  3. 03

    Add Create a Company Customer

    Click the + on the right, search Pennylane V2 and pick Create a Company Customer. Connect your account, then map the client details that the first module received into the fields Make shows.

  4. 04

    Add Create a Quote

    Click + again and choose Create a Quote. Map the customer that the previous module just created, so the quote lands on the right company without anyone searching for it.

  5. 05

    Test with Run once

    Click Run once and create a test client in the first app. Open the bubbles above each module to read the bundles it received, then check in Pennylane that the company and the quote are there.

  6. 06

    Schedule and switch it on

    Click the clock on the first module. A new scenario checks every 15 minutes by default, which is also the shortest gap on the Free plan. Then switch the scenario on.

Modules

Every Pennylane V2 module, explained

Pennylane V2 gives you 23 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Pennylane V21

Create a Company Customer

Action

In Make“Create a Company Customer.”

This module adds a business client to Pennylane from data another app already holds, so the company exists before you bill it.

When to use it
a deal closes in your CRM and the client is a company, not a private person.
Watch out
if the company may already be in Pennylane, check first with List all Customers so you do not create it twice.
Pennylane V22

Create a Customer Invoice

Action

In Make“Create a New Invoice with a New Customer.”

With one module, Make writes a new invoice in Pennylane and creates the customer it belongs to at the same time.

When to use it
a one-off sale comes in from a buyer you have never billed, and you want both the client and the invoice in a single step.
Watch out
the official description speaks of a new customer, so for a buyer Pennylane already knows, try Run once on test data before relying on it.
Pennylane V23

Create an Individual Customer

Action

In Make“Create an Individual Customer.”

Private buyers get their own customer record here, separate from company clients, so each person you sell to appears under their own name.

When to use it
an order from a person, not a business, arrives in your shop or booking tool.
Watch out
pick this module or Create a Company Customer according to who pays, since they create two different kinds of customer.
Pennylane V24

Create a Product

Action

In Make“Create a Product.”

A new item you sell gets its line in the Pennylane product list, ready to be picked on your next quote or invoice.

When to use it
you add a service or product in your shop or catalog sheet and want Pennylane to follow without retyping it.
Watch out
if the product may already be there, check with Retrieve a Product or List all Products first.
Pennylane V25

Get the User Info

Action

In Make“Get the User Info.”

Here Make simply reads who the connection belongs to on the Pennylane side, which tells you the link between both tools answers.

When to use it
right after creating the connection, as a harmless first Run once before touching customers or invoices.
Watch out
it costs an operation like any module, so remove it once your scenario works.
Pennylane V26

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Whatever the other Pennylane V2 modules leave out, this one can reach: it calls any endpoint of the Pennylane API with the connection you already set up.

When to use it
you need a Pennylane object or action that no listed module offers.
Watch out
you build the request yourself, so keep the Pennylane API documentation open and test with Run once before switching the scenario on.
Pennylane V27

Retrieve a Billing Subscription

Action

In Make“Retrieves a Billing Subscription.”

Pick one billing subscription in Pennylane and Make hands you its details, ready to reuse in the rest of your scenario.

When to use it
another app gives you the reference of a subscription and you need its current state before acting on it.
Watch out
it returns a single subscription; to go through all of them, use List all Billing Subscription instead.
Pennylane V28

Retrieve a Category

Action

In Make“Retrieves a Category.”

One category from your Pennylane account comes back through this module, so the next step can use its exact label instead of a guessed one.

When to use it
you already know which category you want and need its details to label a record correctly.
Watch out
if you do not know the category yet, start with List all Categories and pick from what it returns.
Pennylane V29

Retrieve a Customer

Action

In Make“Retrieves a Customer.”

Pull up the full record of one Pennylane customer, company or person, and pass it to the next module without searching by hand.

When to use it
before creating a quote or invoice, when you need the customer details stored in Pennylane rather than those of your CRM.
Watch out
it targets one known customer; to loop over your whole client base, List all Customers fits better.
Pennylane V210

Retrieve a Customer Invoice

Action

In Make“Retrieves a Customer Invoice.”

A single invoice, with what Pennylane knows about it, lands in your scenario so you can forward it or check it.

When to use it
a client asks about one invoice in your support tool and you want its details posted in the ticket.
Watch out
you need to know which invoice you want; to scan many, run List all Customer Invoice instead.
Pennylane V211

Retrieve a Product

Action

In Make“Retrieves a Product.”

Look up one product of your Pennylane catalog and reuse its current details further down the scenario.

When to use it
just before Update a Product, to compare what Pennylane holds with the new price coming from your shop.
Watch out
one product per run of the module; each extra lookup costs one more operation on your plan.
Pennylane V212

Update a Company Customer

Action

In Make“Updates a Company Customer.”

Changes made to a business client elsewhere reach Pennylane through this module, so your invoices keep the latest details.

When to use it
a company moves or changes its billing contact in your CRM, and Pennylane should follow.
Watch out
it only works on company customers; a private buyer goes through Update an Individual Customer.
Pennylane V213

Update an Individual Customer

Action

In Make“Updates an Individual Customer.”

Keep the record of a private buyer up to date in Pennylane when their details change in another tool.

When to use it
a person edits their profile in your shop or booking app and you want the next invoice to show the new details.
Watch out
map the right Pennylane customer, ideally found with Retrieve a Customer, or you will edit someone else.
Pennylane V214

Update a Product

Action

In Make“Updates a Product.”

Rewrite a product already in Pennylane, so a price or a name you changed in your catalog shows on the next document.

When to use it
your shop or pricing sheet is the reference and Pennylane must match it after each change.
Watch out
it changes a product your quotes and invoices may already use, so run it once on a test product and check the result in Pennylane.
Pennylane V215

List all Billing Subscription

Search

In Make“List all Billing Subscription.”

Every billing subscription in Pennylane comes out as its own bundle, so the next modules can handle them one by one.

When to use it
you want a sheet or a report that shows all current subscriptions at once.
Watch out
a search can return zero, one or many items, and each item runs through the following modules, which adds operations.
Pennylane V216

List all Categories

Search

In Make“List all Categories.”

You get the full list of categories set up in Pennylane, handy to see what exists before labeling anything.

When to use it
you build a scenario that assigns categories and want to copy the list into a sheet your team can read.
Watch out
the next modules run once per category returned, so a long list means many operations; test with Run once to see how many come back.
Pennylane V217

List all Customer Invoice

Search

In Make“List all Customer Invoice.”

Your customer invoices leave Pennylane one at a time, each as a bundle that another app can store, count or share.

When to use it
you want invoice data in a dashboard, a shared sheet or a message to the sales team.
Watch out
many invoices mean many bundles and as many operations downstream; test with Run once and check how many come back.
Pennylane V218

List all Customers

Search

In Make“List all Customers.”

This search walks through your Pennylane client base and returns each customer as a separate item.

When to use it
you want to copy your clients into your CRM or check whether a company already exists before creating it.
Watch out
it can return nothing at all, so plan what the scenario should do when no customer matches.
Pennylane V219

List all Products

Search

In Make“List all Products.”

All the products in your Pennylane catalog flow out of this module, ready to be compared with another list.

When to use it
you want to line up Pennylane and your online shop and spot the items missing on one side.
Watch out
each product becomes one bundle, so a large catalog quickly adds operations to every module placed after it.
Pennylane V220

Create a Quote

ActionIn the docs only

A quote appears in Pennylane from data gathered by earlier modules, so you send it faster and without copy errors.

When to use it
a lead asks for a price in your form or CRM and the customer already exists in Pennylane or was just created.
Watch out
the official docs give no description of this module, so run it once on a test client before relying on it.
Pennylane V221

List all Quotes

SearchIn the docs only

Go through the quotes stored in Pennylane, each one sent to the next module as its own bundle.

When to use it
your sales team wants open quotes copied into a sheet or a board to follow them up.
Watch out
like any search, it may return zero items or a long list, and every quote returned costs operations on the following modules.
Pennylane V222

Retrieve a Quote

ActionIn the docs only

Fetch one quote from Pennylane and reuse its details in another tool, such as a CRM deal or a chat message.

When to use it
you know which quote matters, for example the one linked to a deal that just moved forward, and want to act on it.
Watch out
the docs describe nothing more for this module, so check with Run once what the bundle actually contains.
Pennylane V223

Update a Quote

ActionIn the docs only

Edit a quote already in Pennylane when the deal changes, instead of opening the app and fixing it by hand.

When to use it
a client negotiates a new scope in your CRM and the quote in Pennylane must reflect it.
Watch out
you need the right quote first, found with Retrieve a Quote or List all Quotes, or you will change the wrong document.
Need help

Need help automating Pennylane V2 with Make?

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FAQ

Questions about the Pennylane V2 Make integration

01Is the Pennylane V2 Make integration free?
Yes, on the Make side. Pennylane V2 is a standard app, so it works from the Free plan. That plan allows 2 active scenarios, runs scheduled scenarios at most every 15 minutes, limits each run to 5 minutes and files to 5 MB, with 512 MB of data transfer. Paid plans bring the interval down to 1 minute, unlimited active scenarios and runs up to 40 minutes. Make counts usage in operations, one execution of one module on one item. You still need an active Pennylane account, whose price is set by Pennylane.
02What do you need to connect Pennylane V2 to Make?
An active Pennylane account and an API token or an OAuth access token. To get a token, go to the Accounting section, then Settings, Connectivity, Developers, and click Generate an API Token. Name it, choose the permissions under API V2, set an expiration date and copy the token shown on screen. In Make, add a Pennylane V2 module, click Create a connection, optionally name it, then paste the token or follow the on-screen instructions. The connection is then shared by every Pennylane V2 module you add.
03Does the Pennylane V2 Make integration react in real time?
No, because the app has no trigger module in Make. A scenario can start in two ways. The first is another app's trigger: a new deal in your CRM or a form entry starts the scenario, then the Pennylane V2 modules follow. The second is the schedule on the first module, every 15 minutes by default, with a search such as List all Customer Invoice to pick up what Pennylane holds. On the Free plan the shortest gap is 15 minutes, on paid plans it is 1 minute.
04What if a Pennylane V2 module is missing in Make?
Use Make an API Call. It is part of the Pennylane V2 app and calls any endpoint of the Pennylane API with the connection you already created, so you cover what the listed modules do not. You write the request yourself, so keep the Pennylane API documentation at hand and test with Run once. Also note that the Make documentation for this app says its content is AI-generated and may contain mistakes; for a doubt about how Pennylane behaves, ask Pennylane directly.
05Should you pick Make or n8n for Pennylane V2?
It depends on the tool your team already uses and on the operations you need. On Make, Pennylane V2 offers 23 modules, 17 actions and 6 searches, available from the Free plan, plus Make an API Call for the rest. The same app often has an n8n node as well, so compare what each side lists against the steps of your process. Neither answer is right for everyone: the best choice is the tool where your whole scenario, from the first app to Pennylane, fits with the modules on offer.
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