Pennylane Integrations

Name: Zapier
Availability: InStock

Put Pennylane to work with AI and enterprise-grade automation

Automate smarter with Pennylane and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Bubble

App Builder

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Oneflow

Signatures

Airtable

Databases

Slack

Team Chat

Smily

Scheduling & Booking

Notion

Task Management

Tally

Forms & Surveys

Bubble

App Builder

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Oneflow

Signatures

Airtable

Databases

Slack

Team Chat

Bubble

App Builder

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Oneflow

Signatures

Airtable

Databases

Slack

Team Chat

Smily

Scheduling & Booking

Notion

Task Management

Tally

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send channel messages in Slack for new customer invoices in Pennylane
Details
Try it
Pennylane + Slack
Send channel messages in Slack for new Pennylane estimates
Details
Try it
Pennylane + Slack
Create new Airtable records for every new estimate in Pennylane
Details
Try it
Pennylane + Airtable
Update HubSpot deals when new Pennylane customer invoices arrive
Details
Try it
Pennylane + HubSpot
Create customer invoices in Pennylane for new Woocomerce orders
Details
Try it
WooCommerce + Pennylane
Create customers in Pennylane when new contacts are created or updated in Hubspot
Details
Try it
HubSpot + Pennylane

Send channel messages in Slack for new customer invoices in Pennylane

Details

Try it

Pennylane + Slack

Send channel messages in Slack for new Pennylane estimates

Details

Try it

Pennylane + Slack

Create new Airtable records for every new estimate in Pennylane

Details

Try it

Pennylane + Airtable

Update HubSpot deals when new Pennylane customer invoices arrive

Details

Try it

Pennylane + HubSpot

Create customer invoices in Pennylane for new Woocomerce orders

Details

Try it

WooCommerce + Pennylane

Create customers in Pennylane when new contacts are created or updated in Hubspot

Details

Try it

HubSpot + Pennylane

Send Gmail reminders for new customer invoices in Pennylane

Details

Try it

Pennylane + Gmail

Create Pennylane customers from new Pipedrive organizations

Details

Try it

Pipedrive + Pennylane

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Details

Try it

Pennylane + Google Sheets

Send Gmail emails for new Pennylane customer invoices

Details

Try it

Pennylane + Gmail

Send smsmode messages for new customer invoices in Pennylane

Details

Try it

Pennylane + smsmode

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Details

Try it

Pennylane + Google Sheets

Send Gmail reminders for new customer invoices in Pennylane
Details
Try it
Pennylane + Gmail
Create Pennylane customers from new Pipedrive organizations
Details
Try it
Pipedrive + Pennylane
Create Google Sheets spreadsheet rows from new customer invoices in Pennylane
Details
Try it
Pennylane + Google Sheets
Send Gmail emails for new Pennylane customer invoices
Details
Try it
Pennylane + Gmail
Send smsmode messages for new customer invoices in Pennylane
Details
Try it
Pennylane + smsmode
Create spreadsheet rows in Google Sheets for new estimates in Pennylane
Details
Try it
Pennylane + Google Sheets

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
Trigger
Polling
Try It
- Company name
  Required
- VAT number
- Registration number
- Customer phone
- Billing address
  Required
- Billing postal code
  Required
- Billing city
  Required
- Billing country code
  Required
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write

- Customer ID
  Required
- Customer first name
- Customer last name
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write

- Subscription ID
  Required
- Stop subscription
- Mode type
- Email recipients
- Payment conditions
- Payment method
- Recurring rule Type
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- New Line: Label
- New Line: Quantity
- New Line: Unit Price
- New Line: Unit
- New Line: VAT Rate
- New Line: Description
- New Line: Product ID
- New Line: Ledger Account ID
- New Line: Section Rank
- New Line: Discount
- Update Line: ID
- Update Line: Label
- Update Line: Quantity
- Update Line: Unit Price
- Update Line: Unit
- Update Line: VAT Rate
- Update Line: Description
- Update Line: Product ID
- Update Line: Ledger Account ID
- Update Line: Section Rank
- Update Line: Discount
- Delete Line IDs
Action
Write
- Existing billing subscription identifier
  Required
Action
Search
- Existing invoice identifier
  Required
Action
Search
- Existing quote identifier
  Required
Action
Search
- Existing invoice identifier
  Required
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write
- Existing quote identifier
  Required
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write

New Customer V2
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product V2
Triggers when a new product is created.
Trigger
Polling
Try It
- Start date
  Required
- Mode type
  Required
- Email recipients
- Payment conditions
  Required
- Payment method
  Required
- Recurring rule Type
  Required
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
  Required
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line Label
  Required
- Invoice Line Quantity
  Required
- Invoice Line Raw Currency Unit Price
  Required
- Invoice Line Unit
  Required
- Invoice Line VAT Rate
  Required
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Write
- Customer ID
  Required
- Company name
- VAT number
- Registration number
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Customer first name
  Required
- Customer last name
  Required
- Customer phone
- Billing address
  Required
- Billing postal code
  Required
- Billing city
  Required
- Billing country code
  Required
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Quote ID
  Required
- Quote date
- Quote deadline
- Customer ID
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
- Quantity
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
- Unit
- VAT rate
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Product ID
  Required
- Product label
- Product description
- Product VAT rate
- Product price (before tax)
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Existing customer identifier (source_id)
  Required
Action
Search
- Existing product identifier (source_id)
  Required
Action
Search
- Existing billing subscription identifier
  Required
- Start date
  Required
- Mode type
  Required
- Email recipients
- Payment conditions
  Required
- Payment method
  Required
- Recurring rule Type
  Required
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
  Required
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line Label
  Required
- Invoice Line Quantity
  Required
- Invoice Line Raw Currency Unit Price
  Required
- Invoice Line Unit
  Required
- Invoice Line VAT Rate
  Required
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Search or write
- Existing product identifier (source_id)
  Required
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Search or write

For builders

Let your AI safely access Pennylane

Go beyond Zap workflows. Install Zapier in your AI to call Pennylane actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Pennylane from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Billing Subscription V2
Create Company Customer V2

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Pennylane actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Pennylane connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "pennylane", owner: "me" });

await zapier.runAction({
  app: 'pennylane',
  action: 'billing_subscriptionV2Create',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Pennylane Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Pennylane

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

Learn moreLearn moreHelpHelp

Related categories

Accounting

Pennylane Integrations

Put Pennylane to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create new Airtable records for every new estimate in Pennylane

Update HubSpot deals when new Pennylane customer invoices arrive

Create customer invoices in Pennylane for new Woocomerce orders

Create customers in Pennylane when new contacts are created or updated in Hubspot

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create new Airtable records for every new estimate in Pennylane

Update HubSpot deals when new Pennylane customer invoices arrive

Create customer invoices in Pennylane for new Woocomerce orders

Create customers in Pennylane when new contacts are created or updated in Hubspot

Send Gmail reminders for new customer invoices in Pennylane

Create Pennylane customers from new Pipedrive organizations

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Send Gmail emails for new Pennylane customer invoices

Send smsmode messages for new customer invoices in Pennylane

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Send Gmail reminders for new customer invoices in Pennylane

Create Pennylane customers from new Pipedrive organizations

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Send Gmail emails for new Pennylane customer invoices

Send smsmode messages for new customer invoices in Pennylane

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Let your AI safely access Pennylane

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Pennylane Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Pennylane Integrations

Popular Pennylane Integrations

Connect Your App Accounts to Zapier