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Notion + Pennylane

Create Notion database items for new customer invoices in Pennylane

Manage your financial records seamlessly with this simple workflow. Whenever a new customer invoice is issued in Pennylane, an item will be created instantly in your Notion database. This efficient process ensures you have a clean, well-organized and comprehensively updated record of each invoice issued to new customers. Simplify your business accounting with this easy-to-use tool that lets you focus more on your customers.

Manage your financial records seamlessly with this simple workflow. Whenever a new customer invoice is issued in Pennylane, an item will be created instantly in your Notion database. This efficient process ensures you have a clean, well-organized and comprehensively updated record of each invoice issued to new customers. Simplify your business accounting with this easy-to-use tool that lets you focus more on your customers.

  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!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    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 Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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Related categories

  • Task Management
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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.

Related categories