← Pennylane

Create Customer with Pennylane API

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Create Customer with the Pennylane API
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Getting Started

Create a workflow to Create Customer with the Pennylane API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Customer action
    1. Connect your Pennylane account
    2. Select a Customer Type
    3. Configure First Name
    4. Configure Last Name
    5. Optional- Select a Gender
    6. Configure Name
    7. Optional- Configure Reg No
    8. Configure Address
    9. Configure Postal Code
    10. Configure City
    11. Configure Country
    12. Optional- Configure Recipient
    13. Optional- Configure VAT Number
    14. Optional- Configure Source Id
    15. Optional- Configure Emails
    16. Optional- Configure Billing IBAN
    17. Optional- Configure Delivery Address
    18. Optional- Configure Delivery Postal Code
    19. Optional- Configure Delivery City
    20. Optional- Configure Delivery Country
    21. Optional- Select a Payment Conditions
    22. Optional- Configure Phone
    23. Optional- Configure Reference
    24. Optional- Configure Notes
    25. Optional- Configure Mandate
    26. Optional- Configure Plan Item
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Customer with Pennylane API on New Requests (Payload Only) from HTTP / Webhook API
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Create Customer with Pennylane API on New Submission from Typeform API
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Create Customer with Pennylane API on New Submission (Instant) from Jotform API
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Create Customer with Pennylane API on New Scheduled Tasks from Pipedream API
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Create Customer with Pennylane API on New Download Counts from npm API
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Customer on Pennylane
Description:Creates a new customer in Pennylane. [See the documentation](https://pennylane.readme.io/reference/customers-post-1)
Version:0.0.1
Key:pennylane-create-customer

Code

import { ConfigurationError } from "@pipedream/platform";
import {
  CUSTOMER_GENDER_OPTIONS,
  CUSTOMER_TYPE_OPTIONS, PAYMENT_CONDITIONS_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pennylane from "../../pennylane.app.mjs";

export default {
  key: "pennylane-create-customer",
  name: "Create Customer",
  description: "Creates a new customer in Pennylane. [See the documentation](https://pennylane.readme.io/reference/customers-post-1)",
  version: "0.0.1",
  type: "action",
  props: {
    pennylane,
    customerType: {
      type: "string",
      label: "Customer Type",
      description: "The type of the customer you want to create.",
      options: CUSTOMER_TYPE_OPTIONS,
      reloadProps: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Customer first name.",
      hidden: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Customer last name.",
      hidden: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Customer Gender",
      options: CUSTOMER_GENDER_OPTIONS,
      hidden: true,
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the company.",
      hidden: true,
    },
    regNo: {
      type: "string",
      label: "Reg No",
      description: "Customer registration number (SIREN).",
      hidden: true,
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Customer address (billing address).",
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Postal code (billing address).",
    },
    city: {
      type: "string",
      label: "City",
      description: "City (billing address).",
    },
    country: {
      type: "string",
      label: "Country",
      description: "Any ISO 3166 Alpha-2 country code (billing address).",
    },
    recipient: {
      type: "string",
      label: "Recipient",
      description: "Recipient displayed in the invoice.",
      hidden: true,
      optional: true,
    },
    vatNumber: {
      type: "string",
      label: "VAT Number",
      description: "Customer's VAT number.",
      hidden: true,
      optional: true,
    },
    sourceId: {
      type: "string",
      label: "Source Id",
      description: "You can use your own id when creating the customer. If not provided, Pennylane will pick one for you. Id must be unique.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "A list of customer emails.",
      optional: true,
    },
    billingIban: {
      type: "string",
      label: "Billing IBAN",
      description: "The billing IBAN of the customer. This is the iban on which you wish to receive payment from this customer.",
      optional: true,
    },
    deliveryAddress: {
      type: "string",
      label: "Delivery Address",
      description: "Address (shipping address).",
      optional: true,
    },
    deliveryPostalCode: {
      type: "string",
      label: "Delivery Postal Code",
      description: "Postal code (shipping address).",
      optional: true,
    },
    deliveryCity: {
      type: "string",
      label: "Delivery City",
      description: "City (shipping address).",
      optional: true,
    },
    deliveryCountry: {
      type: "string",
      label: "Delivery Country",
      description: "Any ISO 3166 Alpha-2 country code (shipping address).",
      optional: true,
    },
    paymentConditions: {
      type: "string",
      label: "Payment Conditions",
      description: "Customer payment conditions",
      options: PAYMENT_CONDITIONS_OPTIONS,
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Customer phone number.",
      optional: true,
    },
    reference: {
      type: "string",
      label: "Reference",
      description: "This reference doesn't appear on the invoice.",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Notes about the customer.",
      optional: true,
    },
    mandate: {
      type: "object",
      label: "Mandate",
      description: "The mandate object. **Example: {\"provider\": \"gocardless\",\"source_id\": \"MD001H23WP8E7XN\"}**.",
      optional: true,
    },
    planItem: {
      type: "object",
      label: "Plan Item",
      description: "The plan item object. **Example: {\"enabled\": true,\"number\": \"123\",\"label\": \"label\",\"vat_rate\": \"123\",\"country_alpha2\": \"US\",\"description\": \"description\"}**.",
      optional: true,
    },
  },
  async additionalProps(props) {
    const typeCompany = (this.customerType === "company");
    props.name.hidden = !typeCompany;
    props.regNo.hidden = !typeCompany;
    props.recipient.hidden = !typeCompany;
    props.vatNumber.hidden = !typeCompany;
    props.firstName.hidden = typeCompany;
    props.lastName.hidden = typeCompany;
    props.gender.hidden = typeCompany;
    return {};
  },
  async run({ $ }) {
    try {
      const additionalData = this.customerType === "company"
        ? {
          name: this.name,
          reg_no: this.regNo,
          vat_number: this.vatNumber,
          recipient: this.recipient,
        }
        : {
          first_name: this.firstName,
          last_name: this.lastName,
          gender: this.gender,
        };

      const response = await this.pennylane.createCustomer({
        $,
        data: {
          customer: {
            customer_type: this.customerType,
            address: this.address,
            postal_code: this.postalCode,
            city: this.city,
            country_alpha2: this.country,
            source_id: this.sourceId,
            emails: parseObject(this.emails),
            billing_iban: this.billingIban,
            delivery_address: this.deliveryAddress,
            delivery_postal_code: this.deliveryPostalCode,
            delivery_city: this.deliveryCity,
            delivery_country_alpha2: this.deliveryCountry,
            payment_conditions: this.paymentConditions,
            phone: this.phone,
            reference: this.reference,
            notes: this.notes,
            mandate: parseObject(this.mandate),
            plan_item: parseObject(this.planItem),
            ...additionalData,
          },
        },
      });
      $.export("$summary", `Successfully created customer with Id: ${response.customer.source_id}`);
      return response;
    } catch ({ response }) {
      throw new ConfigurationError(response?.data?.message || response?.data?.error);
    }
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
PennylanepennylaneappThis component uses the Pennylane app.
Customer TypecustomerTypestringSelect a value from the drop down menu:companyindividual
Addressaddressstring

Customer address (billing address).

Postal CodepostalCodestring

Postal code (billing address).

Citycitystring

City (billing address).

Countrycountrystring

Any ISO 3166 Alpha-2 country code (billing address).

Source IdsourceIdstring

You can use your own id when creating the customer. If not provided, Pennylane will pick one for you. Id must be unique.

Emailsemailsstring[]

A list of customer emails.

Billing IBANbillingIbanstring

The billing IBAN of the customer. This is the iban on which you wish to receive payment from this customer.

Delivery AddressdeliveryAddressstring

Address (shipping address).

Delivery Postal CodedeliveryPostalCodestring

Postal code (shipping address).

Delivery CitydeliveryCitystring

City (shipping address).

Delivery CountrydeliveryCountrystring

Any ISO 3166 Alpha-2 country code (shipping address).

Payment ConditionspaymentConditionsstringSelect a value from the drop down menu:upon_receiptcustom15_days30_days45_days60_days
Phonephonestring

Customer phone number.

Referencereferencestring

This reference doesn't appear on the invoice.

Notesnotesstring

Notes about the customer.

Mandatemandateobject

The mandate object. Example: {"provider": "gocardless","source_id": "MD001H23WP8E7XN"}.

Plan ItemplanItemobject

The plan item object. Example: {"enabled": true,"number": "123","label": "label","vat_rate": "123","country_alpha2": "US","description": "description"}.

Authentication

Pennylane uses OAuth authentication. When you connect your Pennylane account, Pipedream will open a popup window where you can sign into Pennylane and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pennylane API.

Pipedream requests the following authorization scopes when you connect your account:

customer_invoices

About Pennylane

Pennylane brings together your finances, your accounting, and your Business Account!

More Ways to Use Pennylane

Triggers

New Billing Subscription Created from the Pennylane API

Emit new event when a billing subscription is created.

 
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New Customer Created from the Pennylane API

Emit new event when a customer is created.

 
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New Customer Invoice Created or Imported from the Pennylane API

Emit new event when a new invoice is created or imported.

 
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Actions

Create Billing Subscription with the Pennylane API

Creates a billing subscription for a customer. See the documentation.

 
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Create Customer Invoice with the Pennylane API

Generates a new invoice for a customer using Pennylane. See the documentation

 
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