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Airtable + Pennylane

Create Airtable records from new Pennylane customer invoices

Effortlessly manage your customer invoicing workflow with this integration. When a new customer invoice is generated in Pennylane, a corresponding record will be created in your Airtable, complete with line item details. This ensures streamlined, accurate financial data management and reduces manual data entry. Enhance your business efficiency and keep your financial records up-to-date in real-time.

Effortlessly manage your customer invoicing workflow with this integration. When a new customer invoice is generated in Pennylane, a corresponding record will be created in your Airtable, complete with line item details. This ensures streamlined, accurate financial data management and reduces manual data entry. Enhance your business efficiency and keep your financial records up-to-date in real-time.

  1. When this happens...
    PennylanePennylane
    New Customer Invoice

    Triggers when a new invoice is created/imported or when an invoice matches the filter.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Records (With Line Item Support)

    Creates up to 10 multiple new records with line item input

    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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