Airtable + Pennylane

Create or update Airtable records every time new estimates roll in on Pennylane

Keep your business records neat and up-to-date with this workflow. Whenever a new estimate is generated in Pennylane, the corresponding record is created or updated instantly in Airtable. This integration significantly reduces the risk of errors and removes the need for manual data entry, letting you focus more on your strategic decisions.

When this happens...
New Estimate
Triggers when a new estimate is created or when an estimate matches the filter.
TriggerScheduled
automatically do this!
Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
- Customer type (company or individual)Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write

- Existing invoice identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
Write
- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- State filter
- Customer identifier filter
Trigger
Scheduled
Try It
Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
Action
Search or write

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.

Learn more Help

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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.

Learn more Help

Related categories

Accounting

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Airtable + Pennylane

Create or update Airtable records every time new estimates roll in on Pennylane

New Billing Subscription

State filter

Customer identifier filter

New Customer Invoice

State filter

Source filter

Customer identifier filter

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Existing invoice identifierRequired

Update Customer

Customer IdentifierRequired

Update Billing Subscription

New Record

BaseRequired

TableRequired

Limit to View

Include file contents?

Create Record

BaseRequired

TableRequired

Create or Update Record

BaseRequired

TableRequired

Lookup FieldRequired

Secondary Lookup Field

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

BaseRequired

TableRequired

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

Find or Create Record

BaseRequired

TableRequired

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

New Customer

New Estimate

State filter

Customer identifier filter

Create Billing Subscription

Create Customer Invoice

Create Product

Product labelRequired

Product description

Product VAT rateRequired

Product price (including taxes)Required

Product unitRequired

Product currencyRequired

Product reference

Product identifier

Product substance

Retrieve Estimate

Existing estimate identifierRequired

Update Product

Product identifierRequired

Product label

Product description

Product VAT rate