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monday.com + Pennylane

Create new items in monday.com from Pennylane estimates

Effortlessly manage your Pennylane estimates by connecting it to monday.com. With this workflow, whenever a new estimate is created in Pennylane, a corresponding item will be added to your monday.com board, streamlining your financial tracking process. Stay organized and ensure that all your estimates are easily accessible in one place.

Effortlessly manage your Pennylane estimates by connecting it to monday.com. With this workflow, whenever a new estimate is created in Pennylane, a corresponding item will be added to your monday.com board, streamlining your financial tracking process. Stay organized and ensure that all your estimates are easily accessible in one place.

  1. When this happens...
    PennylanePennylane
    New Estimate

    Triggers when a new estimate is created or when an estimate matches the filter.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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  • Project Management

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pennylane logo

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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