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Pennylane

The Pennylane connector enables easy and secure data synchronization between your application and your customers’ Pennylane accounts through unified data models.

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Authorization

The Pennylane connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "pennylane", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

The Pennylane connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search Pennylane Contacts
GET/resources/genericContact/:idRetrieve a Pennylane Contact
POST/resources/genericContactCreate a Pennylane Contact
PATCH/resources/genericContact/:idUpdate a Pennylane Contact
DEL/resources/genericContact/:idDelete a Pennylane Contact
Custom Fields
Supported
The Pennylane connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Pennylane Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The Pennylane connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Pennylane Companies
GET/resources/genericCompany/:idRetrieve a Pennylane Company
POST/resources/genericCompanyCreate a Pennylane Company
PATCH/resources/genericCompany/:idUpdate a Pennylane Company
DEL/resources/genericCompany/:idDelete a Pennylane Company
Custom Fields
Supported
The Pennylane connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Pennylane Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The Pennylane connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search Pennylane Users
GET/resources/genericUser/:idRetrieve a Pennylane User
POST/resources/genericUserCreate a Pennylane User
PATCH/resources/genericUser/:idUpdate a Pennylane User
DEL/resources/genericUser/:idDelete a Pennylane User
Custom Fields
Supported
The Pennylane connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Pennylane User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The Pennylane connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Pennylane Workspaces
GET/resources/genericWorkspace/:idRetrieve a Pennylane Workspace
POST/resources/genericWorkspaceCreate a Pennylane Workspace
PATCH/resources/genericWorkspace/:idUpdate a Pennylane Workspace
DEL/resources/genericWorkspace/:idDelete a Pennylane Workspace
Custom Fields
Supported
The Pennylane connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Pennylane Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

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Accounting

The Pennylane connector seamlessly integrates with our unified accountingInvoice model, enabling you to manage Invoices with rich data including number, customer, company, issueDate, dueDate and other key details

API Reference
GET/resources/accountingInvoiceList and Search Pennylane Invoices
GET/resources/accountingInvoice/:idRetrieve a Pennylane Invoice
POST/resources/accountingInvoiceCreate a Pennylane Invoice
PATCH/resources/accountingInvoice/:idUpdate a Pennylane Invoice
DEL/resources/accountingInvoice/:idDelete a Pennylane Invoice

view Invoice model details

The Pennylane connector seamlessly integrates with our unified accountingInvoiceItem model, enabling you to manage Invoice Items with rich data including description, quantity, unitPrice, amount, taxRate and other key details

API Reference
GET/resources/accountingInvoiceItemList and Search Pennylane Invoice Items
GET/resources/accountingInvoiceItem/:idRetrieve a Pennylane Invoice Item
POST/resources/accountingInvoiceItemCreate a Pennylane Invoice Item
PATCH/resources/accountingInvoiceItem/:idUpdate a Pennylane Invoice Item
DEL/resources/accountingInvoiceItem/:idDelete a Pennylane Invoice Item

view Invoice Item model details

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Custom

Supported
Can’t find the unified model you need? The Pennylane connector supports your own custom model.

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Webhooks

The Pennylane connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
accountingInvoiceview event
accountingInvoiceItemview event

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Proxy

Supported
The Pennylane connector supports our Proxy Request feature, allowing you to directly call any endpoints from Pennylane’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.