Airtable + Pennylane
Create Airtable records from new Pennylane customer invoices
Streamline your financial processes with this handy automation. When a new customer invoice is generated in Pennylane, it immediately creates a corresponding record in your Airtable. This workflow not only saves you valuable time but also ensures that your data in both systems remains consistent and up-to-date.
Streamline your financial processes with this handy automation. When a new customer invoice is generated in Pennylane, it immediately creates a corresponding record in your Airtable. This workflow not only saves you valuable time but also ensures that your data in both systems remains consistent and up-to-date.
- When this happens...New Customer Invoice
Triggers when a new invoice is created/imported or when an invoice matches the filter.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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