Pennylane Integrations

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Quickly automate Pennylane integrations with Zapier's templates

Send channel messages in Slack for new customer invoices in Pennylane
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Pennylane + Slack
Create customer invoices in Pennylane for new Woocomerce orders
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WooCommerce + Pennylane
Upload documents and invite signatures in SignNow with new estimates in Pennylane
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Pennylane + Formatter by Zapier + SignNow
Send channel messages in Slack for new Pennylane estimates
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Pennylane + Slack

Update estimate statuses in Pennylane when new documents complete in SignNow
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SignNow + Pennylane

Create new Airtable records for every new estimate in Pennylane
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Pennylane + Airtable

Send channel messages in Slack for new customer invoices in Pennylane

Details

Try it

Pennylane + Slack

Create customer invoices in Pennylane for new Woocomerce orders

Details

Try it

WooCommerce + Pennylane

Upload documents and invite signatures in SignNow with new estimates in Pennylane

Details

Try it

Pennylane + Formatter by Zapier + SignNow

Send channel messages in Slack for new Pennylane estimates

Details

Try it

Pennylane + Slack

Update estimate statuses in Pennylane when new documents complete in SignNow

Details

Try it

SignNow + Pennylane

Create new Airtable records for every new estimate in Pennylane

Details

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Pennylane + Airtable

Supported triggers and actions

- State filter
- Customer identifier filter
Trigger
Scheduled
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- State filter
- Source filter
- Customer identifier filter
Trigger
Scheduled
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New Product
Triggers when a new product is created.
Trigger
Scheduled
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- Customer type (company or individual)Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write

- Existing invoice identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- State filter
- Customer identifier filter
Trigger
Scheduled
Try It
Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
Action
Write

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

Accounting

Pennylane Integrations

Do more with Pennylane integrations

HubSpot

Pipedrive

Airtable

Salesforce

Notion

Docusign

SignNow

Stripe

WooCommerce

HubSpot

Pipedrive

Airtable

Salesforce

Notion

Docusign

HubSpot

Pipedrive

Airtable

Salesforce

Notion

Docusign

SignNow

Stripe

WooCommerce

Join millions worldwide who automate their work using Zapier

Send channel messages in Slack for new customer invoices in Pennylane

Create customer invoices in Pennylane for new Woocomerce orders

Upload documents and invite signatures in SignNow with new estimates in Pennylane

Send channel messages in Slack for new Pennylane estimates

Update estimate statuses in Pennylane when new documents complete in SignNow

Create new Airtable records for every new estimate in Pennylane

Send channel messages in Slack for new customer invoices in Pennylane

Create customer invoices in Pennylane for new Woocomerce orders

Upload documents and invite signatures in SignNow with new estimates in Pennylane

Send channel messages in Slack for new Pennylane estimates

Update estimate statuses in Pennylane when new documents complete in SignNow

Create new Airtable records for every new estimate in Pennylane

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

About Pennylane

Related categories

Popular Pennylane Integrations

Popular Pennylane Integrations