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Zapier makes it easy to integrate Airtable with Pennylane - no code necessary. See how you can get setup in minutes.

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Airtable
Airtable logo
Airtable
1. Choose trigger event
Pennylane logo
Pennylane
Pennylane logo
Pennylane
2. Choose action
Airtable logo
1. Select the event
Setup
Test
Airtable logo
Airtable
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from Airtable.

Add your action

An action happens after the trigger—such as "Create Billing Subscription" in Pennylane.

You’re connected!

Zapier seamlessly connects Airtable and Pennylane, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Airtable + Pennylane integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Pennylane

How do I set up an integration between Airtable and Pennylane?

To set up an integration between Airtable and Pennylane, you need to establish a Zap using our platform. First, select Airtable as your trigger app and define your trigger event. This might be when a new record is added or updated in a specific table. After setting the trigger, choose Pennylane as your action app and specify what action you want, such as creating an invoice or recording a transaction in Pennylane whenever the trigger event occurs.

What triggers can I use with Airtable for the Pennylane integration?

With our Airtable-Pennylane integration, you can use triggers such as a new record creation or existing record updates within any specified table in Airtable. Each of these triggers can prompt various actions within Pennylane, such as automatically generating invoices or updating payment records.

What types of actions can be performed in Pennylane through this integration?

The integration allows you to perform numerous actions in Pennylane based on triggers from Airtable. For example, you can create new invoices, update existing accounting records, log transactions automatically when specific conditions in your Airtable database are met.

Do I need coding skills to integrate Airtable with Pennylane using your platform?

No coding skills are necessary to integrate Airtable with Pennylane through our platform. The process involves selecting predefined triggers and actions to automate workflows between these applications without any programming knowledge.

Can multiple actions be triggered in Pennylane from a single event in Airtable?

Yes, multiple actions can be triggered within Pennylane from a single event in Airtable. For instance, when a new record is added in Airtable, you could set it to create an invoice and also update the customer information simultaneously within Pennylane.

Is it possible to filter records before they are sent from Airtable to Pennylane?

Yes, our platform allows you to set up filters so only specific records that meet certain criteria are sent from Airtable to Pennylane. This ensures that only relevant data is processed for further actions such as invoicing or transaction logging.

How are errors handled during the automation process between these integrations?

We provide detailed error handling mechanisms and notifications if something goes wrong during the automation process. In most cases, if there’s an issue with either triggering or executing an action due to data mismatches or connectivity problems, we help identify and address them promptly.

Practical ways you can use Airtable and Pennylane

Streamlining client onboarding

A workflow to centralize and automate tasks related to onboarding new clients, including contract creation, invoicing, and project initiation.

Business Owner
Efficient incident management

A workflow to log, prioritize, assign, and track IT issues or incidents to resolution, integrating with ticketing systems and communication tools.

IT
Automated lead routing

A workflow to automatically distribute leads to the right sales reps based on criteria such as territory, deal size, or client profile.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Base
      Required
    • Table
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Help Text
    • Primary lookup field
      Required
    • Secondary lookup field
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Help Text
    • Base
      Required
    • Table
      Required
    • Last modified time column
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • CacheCopy
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

Learn how to automate Airtable on the Zapier blog

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airtable logo
About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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pennylane logo
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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