Google Sheets + Pennylane
Create spreadsheets in Google Sheets for new customer invoices in Pennylane
This workflow starts when you have a new customer invoice in the Pennylane app. It then swiftly creates a spreadsheet in Google Sheets, maintaining a seamless record of all your invoices. This helps to streamline your financial management, making it easier to keep track of customer payments and maintain up-to-date bookkeeping.
This workflow starts when you have a new customer invoice in the Pennylane app. It then swiftly creates a spreadsheet in Google Sheets, maintaining a seamless record of all your invoices. This helps to streamline your financial management, making it easier to keep track of customer payments and maintain up-to-date bookkeeping.
- When this happens...New Customer Invoice
Triggers when a new invoice is created/imported or when an invoice matches the filter.
- automatically do this!Create Spreadsheet
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
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