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Formstack + Pennylane

Create Pennylane estimates from new Formstack submissions

Save time and streamline your workflow by connecting Formstack to Pennylane. With this automation, whenever a new submission is received in Formstack, a corresponding estimate will be created in Pennylane. You can now effortlessly manage estimates and focus on other important tasks, making your estimating process more efficient and organized.

Save time and streamline your workflow by connecting Formstack to Pennylane. With this automation, whenever a new submission is received in Formstack, a corresponding estimate will be created in Pennylane. You can now effortlessly manage estimates and focus on other important tasks, making your estimating process more efficient and organized.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    PennylanePennylane
    Create Estimate

    Creates a new estimate.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • State filter

    • Source filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

Related categories

  • Forms & Surveys

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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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