Popular ways to use Pennylane workflows

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

  

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  HubSpot, Pennylane

  HubSpot + Pennylane

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  1. 

     When this happens

     Step 1: Contact Recently Created or Updated

  2. 

     Then do this

     Step 2: Create Customer

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

  

  by Zapier

  Zapier

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

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  HubSpot, Pennylane

  HubSpot + Pennylane

• Create signature requests in DocuSign from new Pennylane estimates

  

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  Pennylane, DocuSign

  Pennylane + DocuSign

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  1. 

     When this happens

     Step 1: New Estimate

  2. 

     Then do this

     Step 2: Create Signature Request

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  Create signature requests in DocuSign from new Pennylane estimates

  

  by Zapier

  Zapier

  Create signature requests in DocuSign from new Pennylane estimates

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  Pennylane, DocuSign

  Pennylane + DocuSign

• Send Gmail reminders for new customer invoices in Pennylane

  

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  Pennylane, Gmail

  Pennylane + Gmail

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  1. 

     When this happens

     Step 1: New Customer Invoice

  2. 

     Then do this

     Step 2: Send Email

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  Send Gmail reminders for new customer invoices in Pennylane

  

  by Zapier

  Zapier

  Send Gmail reminders for new customer invoices in Pennylane

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  Pennylane, Gmail

  Pennylane + Gmail

• Create customer invoices in Pennylane for new Woocomerce orders

  

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  WooCommerce, Pennylane

  WooCommerce + Pennylane

  More details

  1. 

     When this happens

     Step 1: Order

  2. 

     Then do this

     Step 2: Create Customer Invoice

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  Create customer invoices in Pennylane for new Woocomerce orders

  

  by Zapier

  Zapier

  Create customer invoices in Pennylane for new Woocomerce orders

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  WooCommerce, Pennylane

  WooCommerce + Pennylane

• Create Pennylane customers from new Pipedrive organizations

  

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  Pipedrive, Pennylane

  Pipedrive + Pennylane

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  1. 

     When this happens

     Step 1: New Organization

  2. 

     Then do this

     Step 2: Create Customer

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  Create Pennylane customers from new Pipedrive organizations

  

  by Zapier

  Zapier

  Create Pennylane customers from new Pipedrive organizations

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  Pipedrive, Pennylane

  Pipedrive + Pennylane

• Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

  

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  Pennylane, Google Sheets

  Pennylane + Google Sheets

  More details

  1. 

     When this happens

     Step 1: New Customer Invoice

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

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  Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

  

  by Zapier

  Zapier

  Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

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  Pennylane, Google Sheets

  Pennylane + Google Sheets

• Create customer invoices in Pennylane from new Shopify orders

  

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  Premium apps: Shopify

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  Shopify, Pennylane

  Shopify + Pennylane

  More details

  1. 

     When this happens

     Step 1: New Order

  2. 

     Then do this

     Step 2: Create Customer Invoice

  See Zap detailsTry it

  Create customer invoices in Pennylane from new Shopify orders

  

  by Zapier

  Zapier

  Premium

  Premium apps: Shopify

  Create customer invoices in Pennylane from new Shopify orders

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  Shopify, Pennylane

  Shopify + Pennylane

• Send channel messages in Slack for new customer invoices in Pennylane

  

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  • 
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  Pennylane, Slack

  Pennylane + Slack

  More details

  1. 

     When this happens

     Step 1: New Customer Invoice

  2. 

     Then do this

     Step 2: Send Channel Message

  See Zap detailsTry it

  Send channel messages in Slack for new customer invoices in Pennylane

  

  by Zapier

  Zapier

  Send channel messages in Slack for new customer invoices in Pennylane

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  • 
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  Pennylane, Slack

  Pennylane + Slack

• 

  New Billing Subscription

  Triggers when a new billing subscription is created or when a billing subscription matches the filter.

  Trigger

  Scheduled
• 

  New Customer

  Triggers when a new customer is created.

  Trigger

  Scheduled
• 

  New Customer Invoice

  Triggers when a new invoice is created/imported or when an invoice matches the filter.

  Trigger

  Scheduled
• 

  New Estimate

  Triggers when a new estimate is created or when an estimate matches the filter.

  Trigger

  Scheduled
• 

  New Product

  Triggers when a new product is created.

  Trigger

  Scheduled
• 

  Create Billing Subscription

  Creates a new billing subscription.

  Action

  Write
• 

  Create Customer

  Creates a new customer.

  Action

  Write
• 

  Create Customer Invoice

  Creates a new customer invoice.

  Action

  Write
• 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