Create integrations between Ezus and Pennylane to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- New Client
Triggers when a new client is created.
Try It - Invoice Is Finalised
Triggers when an invoice is finalized (its stage goes from draft to completed).
Try It - New Project Created
Triggers when the project created event is created.
Try It - Reference
- Name of clientRequired
- Website
- Contact
- Address
- Custom Fields
- Client Is Updated
Triggers when a client is updated
Try It - New Supplier Invoice
Triggers when a file is added to a supplier invoice.
Try It - Project Is Updated
Triggers when a project is updated. This event is triggered only by specific fields within projects, including: info_title, info_stage, info_notes, info_number, currency, sales_manager, and projects_manager.
Try It - Reference
- Name of clientRequired
- Website
- Max capacity
- Owner Email
- Type of supplier as defined in Ezus
- Contact
- Address
- Custom Fields