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Google Sheets + Pennylane

Create multiple rows in Google Sheets for new customers in Pennylane

Easily manage your customer information in a more organized manner with this Pennylane to Google Sheets workflow. Every time a new customer is added to your Pennylane database, their details will be systematically inserted into multiple rows in the Google Sheets of your choice. This efficient automation not only saves you time but ensures a consistent and error-free process for maintaining your customer records.

Easily manage your customer information in a more organized manner with this Pennylane to Google Sheets workflow. Every time a new customer is added to your Pennylane database, their details will be systematically inserted into multiple rows in the Google Sheets of your choice. This efficient automation not only saves you time but ensures a consistent and error-free process for maintaining your customer records.

  1. When this happens...
    PennylanePennylane
    New Customer

    Triggers when a new customer is created.

    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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About Google Sheets

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

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  • 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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