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Google Sheets + Pennylane

Create multiple spreadsheet rows in Google Sheets for new Pennylane customer invoices

Keep your financial records organized with this efficient workflow that connects Pennylane to Google Sheets. When a new customer invoice is generated in Pennylane, multiple rows will be created in your chosen Google Sheets spreadsheet to capture all essential invoice details. This seamless process will save you time and help maintain accurate financial data in your spreadsheets.

Keep your financial records organized with this efficient workflow that connects Pennylane to Google Sheets. When a new customer invoice is generated in Pennylane, multiple rows will be created in your chosen Google Sheets spreadsheet to capture all essential invoice details. This seamless process will save you time and help maintain accurate financial data in your spreadsheets.

  1. When this happens...
    PennylanePennylane
    New Customer Invoice

    Triggers when a new invoice is created/imported or when an invoice matches the filter.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    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
  • Pennylane triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Scheduled
    Try It
    • Customer type (company or individual)Required

    Action
    Write
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    Create Billing Subscription

    Creates a new billing subscription.

    Action
    Write
  • Pennylane triggers, actions, and search

    Create Customer Invoice

    Creates a new customer invoice.

    Action
    Write
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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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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