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Airtable + Pennylane

Create new Airtable records for Pennylane customers

Effortlessly streamline your customer management process with this Pennylane and Airtable integration. Whenever you add a new customer in Pennylane, this workflow will create a new record in your Airtable base, ensuring your database stays up-to-date. Save time, reduce manual work, and keep your customer information organized and easily accessible.

Effortlessly streamline your customer management process with this Pennylane and Airtable integration. Whenever you add a new customer in Pennylane, this workflow will create a new record in your Airtable base, ensuring your database stays up-to-date. Save time, reduce manual work, and keep your customer information organized and easily accessible.

  1. When this happens...
    PennylanePennylane
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • State filter

    • Source filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Scheduled
    Try It
    • Customer type (company or individual)Required

    Action
    Write
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    Create Billing Subscription

    Creates a new billing subscription.

    Action
    Write
  • Pennylane triggers, actions, and search

    Create Customer Invoice

    Creates a new customer invoice.

    Action
    Write
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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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  • Databases

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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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