Connect Google Sheets and Pennylane to unlock the power of automation
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Set up your first integration
Quickly connect Google Sheets to Pennylane with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Google Sheets with Pennylane - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Spreadsheet Row (Team Drive)" from Google Sheets.
Add your action
An action happens after the trigger—such as "Create Billing Subscription" in Pennylane.
You’re connected!
Zapier seamlessly connects Google Sheets and Pennylane, automating your workflow.
Supported triggers and actions
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.
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Drive
- SpreadsheetRequired
Try ItTriggerPolling- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
ActionWrite
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Practical ways you can use Google Sheets and Pennylane
Sync financial data to Google Sheets.
When a new invoice is created in Pennylane, Zapier can automatically add the invoice details to a designated Google Sheet. This helps Business Owners track financial data in real-time without manual data entry, saving time and reducing errors.
Business OwnerSimplify customer estimates tracking.
When a new estimate is created in Pennylane, Zapier can log the details in a Google Sheet. This ensures all marketing budgetary info is centralized and easily accessible, helping the team manage campaigns more effectively.
Marketing & Marketing OpsLog new deals' financial data automatically.
Whenever a new sale's finances are finalized via a customer invoice in Pennylane, Zapier can record these details in Google Sheets. This ensures a streamlined review process, immediate documentation, and decreased risk of financial oversight.
Sales OpsLearn how to automate Google Sheets on the Zapier blog
Frequently Asked Questions about Google Sheets + Pennylane integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Sheets and Pennylane
How can I connect Google Sheets with Pennylane using Zapier?
To connect Google Sheets with Pennylane, use Zapier to create a Zap. Begin by selecting Google Sheets as the trigger app and set the trigger event, such as 'New Spreadsheet Row'. Then, choose Pennylane as the action app and specify an action like 'Create Transaction'. Follow the guided steps to link your accounts and complete your integration setup.
What triggers are available for Google Sheets in a Zap with Pennylane?
In a Zap that connects to Pennylane, Google Sheets can trigger events such as 'New Spreadsheet Row' or 'Updated Spreadsheet Row'. These triggers allow you to automatically initiate actions within Pennylane when specific changes occur in your Google Sheets.
What actions are supported in Pennylane when integrating with Google Sheets?
When you integrate with Google Sheets, you can perform actions in Pennylane such as 'Create Transaction', 'Update Customer', or 'Record Payment'. These actions are triggered based on updates or additions made to your connected Google Sheet.
Is it possible to update a transaction automatically in Pennylane from a change in my Google Sheet?
Yes, using Zapier, you can set up a Zap where an update in your Google Sheet—such as altering a cell value—triggers the 'Update Transaction' action in Pennylane. Ensure that your spreadsheet row includes all necessary fields required by Pennylane for an update.
Can I automate getting new customer information into my accounting system using this integration?
Absolutely. By setting up a Zap where the trigger is a 'New Spreadsheet Row' event from Google Sheets containing customer details, you can perform an action like 'Create Customer' in Pennylane. This ensures new customers are automatically added without manual entry.
Do I need any coding skills to set up an integration between these two apps?
No coding skills are necessary. Our platform provides an intuitive interface where you select triggers and actions from dropdown menus and follow step-by-step instructions to connect your applications seamlessly.
What happens if there’s an error during data transfer between Google Sheets and PennyLane?
If there’s an error during data transfer between these apps on our platform, you'll be notified via email with details of the error. You can troubleshoot and fix issues directly within your Zap configuration, ensuring smooth operation moving forward.
