Google Drive + Pennylane

Upload new Pennylane estimates to Google Drive as files

Simplify your financial operations with this Pennylane to Google Drive workflow. When a new estimate is created in Pennylane, your corresponding file is seamlessly uploaded to Google Drive. This streamlined process not only saves you time but also ensures your estimates and related files are organized and easily accessible within your Google Drive storage.

When this happens...
New Estimate
Triggers when a new estimate is created or when an estimate matches the filter.
TriggerScheduled
automatically do this!
Upload File
Triggers when any new file is added (inside of any folder).
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
- Drive
Trigger
Scheduled
Try It
- Drive
- Folder
Trigger
Scheduled
Try It
- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write
- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Folder NameRequired
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Drive
- Parent Folder
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
- Drive
- Folder
Trigger
Scheduled
Try It
- Drive
- Folder
- Include Deleted
Trigger
Scheduled
Try It
- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write
- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
Get Multiple Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files and allows you to filter the list based on specific query parameters.
Action
Write
- File NameRequired
- Drive
- Folder
- File Types
Action
Search
- File NameRequired
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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

PRODUCTS

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Google Drive + Pennylane

Upload new Pennylane estimates to Google Drive as files

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 File

Drive

New Folder

Drive

Folder

Copy File

FileRequired

Convert to Document?

File Name

Drive

Folder

Create Folder

Drive

Parent Folder

Folder NameRequired

Create File From Text

Drive

Folder

File NameRequired

File ContentRequired

Convert to Document?

Add File Sharing Preference

Drive

File IdRequired

Sharing PreferenceRequired

Organization Domain

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Delete File

Find a Folder

Folder NameRequired

Drive

Parent Folder

Find or Create Folder

Folder NameRequired

Drive

Parent Folder

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