Paperform + Pennylane Integrations
How to connect Paperform + Pennylane
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New Form SubmissionTriggers when a form is submitted.Trigger
New Billing SubscriptionTriggers when a new billing subscription is created or when a billing subscription matches the filter.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New Customer InvoiceTriggers when a new invoice is created/imported or when an invoice matches the filter.Trigger
- New EstimateTriggers when a new estimate is created or when an estimate matches the filter.Trigger
- New ProductTriggers when a new product is created.Trigger
- Create Billing SubscriptionCreates a new billing subscription.Action
- Create CustomerCreates a new customer.Action
- Pennylane
Creates a new customer invoice.
Scheduled
Action
- Pennylane
Creates a new estimate.
Scheduled
Action
- Pennylane
Creates a new product.
Scheduled
Action
- Pennylane
Retrieves customer invoice.
Scheduled
Action
- Pennylane
Retrieves estimates.
Scheduled
Action
- Pennylane
Updates customer.
Scheduled
Action
- Pennylane
Updates product.
Scheduled
Action
- Pennylane
Updates Billing Subscription.
Scheduled
Action
- Pennylane
Updates Estimate Status.
Scheduled
Action
How Paperform + Pennylane Integrations Work
- Step 1: Authenticate Paperform and Pennylane.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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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