Pennylane Integrations

Name: Zapier
Availability: InStock

Do more with Pennylane integrations

Zapier lets you connect Pennylane with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Or pick an app to pair with

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Airtable

Databases

Salesforce

CRM (Customer Relationship Management)

Shopify

eCommerce

ThriveCart

eCommerce

Docusign

Signatures

SignNow

Signatures

Stripe

Payment Processing

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Airtable

Databases

Salesforce

CRM (Customer Relationship Management)

Shopify

eCommerce

ThriveCart

eCommerce

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Airtable

Databases

Salesforce

CRM (Customer Relationship Management)

Shopify

eCommerce

ThriveCart

eCommerce

Docusign

Signatures

SignNow

Signatures

Stripe

Payment Processing

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Pennylane integrations with Zapier's templates

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 customer invoices in Pennylane for new Woocomerce orders
Details
Try it
WooCommerce + Pennylane
Create new Airtable records for every new estimate in Pennylane
Details
Try it
Pennylane + Airtable
Create Notion database items for new customer invoices in Pennylane
Details
Try it
Pennylane + Notion
Update estimate statuses in Pennylane when new documents complete in SignNow
Details
Try it
SignNow + 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 customer invoices in Pennylane for new Woocomerce orders

Details

Try it

WooCommerce + Pennylane

Create new Airtable records for every new estimate in Pennylane

Details

Try it

Pennylane + Airtable

Create Notion database items for new customer invoices in Pennylane

Details

Try it

Pennylane + Notion

Update estimate statuses in Pennylane when new documents complete in SignNow

Details

Try it

SignNow + 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 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

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.

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

- Existing invoice identifier
  Required
Action
Write
- Product identifier
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
Write

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

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.

HelpHelp

Related categories

Accounting

Pennylane Integrations

Do more with Pennylane integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Pennylane integrations with Zapier's templates

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create customer invoices in Pennylane for new Woocomerce orders

Create new Airtable records for every new estimate in Pennylane

Create Notion database items for new customer invoices in Pennylane

Update estimate statuses in Pennylane when new documents complete in SignNow

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create customer invoices in Pennylane for new Woocomerce orders

Create new Airtable records for every new estimate in Pennylane

Create Notion database items for new customer invoices in Pennylane

Update estimate statuses in Pennylane when new documents complete in SignNow

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 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

Supported triggers and actions

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

Popular Pennylane Integrations

Popular Pennylane Integrations

Pennylane Integrations

Do more with Pennylane integrations

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 customer invoices in Pennylane for new Woocomerce orders

Create new Airtable records for every new estimate in Pennylane

Create Notion database items for new customer invoices in Pennylane

Update estimate statuses in Pennylane when new documents complete in SignNow

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create customer invoices in Pennylane for new Woocomerce orders

Create new Airtable records for every new estimate in Pennylane

Create Notion database items for new customer invoices in Pennylane

Update estimate statuses in Pennylane when new documents complete in SignNow

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 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

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