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Zapier makes it easy to integrate Airtable with Pennylane - no code necessary. See how you can get setup in minutes.
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Airtable
Airtable
1. Choose trigger event
Pennylane
Pennylane
2. Choose action
1. Select the event
Setup
Test
Airtable
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Create Billing Subscription V2" in Pennylane.
You’re connected!
Zapier seamlessly connects Airtable and Pennylane, automating your workflow.
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.
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Existing billing subscription identifier
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Existing invoice identifier
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Existing quote identifier
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Airtable and Pennylane with AI agents and code
Beyond Zap workflows. Call Airtable and Pennylane actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Airtable and Pennylane actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Comment to Record
Create Billing Subscription V2
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Airtable and Pennylane
Log new customers in Airtable
Business owners can streamline customer data management by logging new customers in Airtable automatically. When a new customer is created in Pennylane, Zapier syncs this information by creating a new record in Airtable. This helps maintain an organized and up-to-date customer database while saving time on manual entry.
Ease financial data tracking for IT teams by syncing subscription data. Every time a new billing subscription is created in Pennylane, Zapier ensures the details are recorded in Airtable. This workflow enhances visibility and centralizes data management, improving data accessibility and operational efficiency.
When a new record is created in Airtable, Zapier automatically generates a customer invoice in Pennylane. This integration ensures that new entries in the database, such as sales leads turned into purchases, are promptly billed, streamlining the invoicing process and reducing delays in payment collection.
Level up your Airtable to Pennylane integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Airtable + Pennylane integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Pennylane
How do I set up an integration between Airtable and Pennylane?
To set up an integration between Airtable and Pennylane, you need to establish a Zap using our platform. First, select Airtable as your trigger app and define your trigger event. This might be when a new record is added or updated in a specific table. After setting the trigger, choose Pennylane as your action app and specify what action you want, such as creating an invoice or recording a transaction in Pennylane whenever the trigger event occurs.
What triggers can I use with Airtable for the Pennylane integration?
With our Airtable-Pennylane integration, you can use triggers such as a new record creation or existing record updates within any specified table in Airtable. Each of these triggers can prompt various actions within Pennylane, such as automatically generating invoices or updating payment records.
What types of actions can be performed in Pennylane through this integration?
The integration allows you to perform numerous actions in Pennylane based on triggers from Airtable. For example, you can create new invoices, update existing accounting records, log transactions automatically when specific conditions in your Airtable database are met.
Do I need coding skills to integrate Airtable with Pennylane using your platform?
No coding skills are necessary to integrate Airtable with Pennylane through our platform. The process involves selecting predefined triggers and actions to automate workflows between these applications without any programming knowledge.
Can multiple actions be triggered in Pennylane from a single event in Airtable?
Yes, multiple actions can be triggered within Pennylane from a single event in Airtable. For instance, when a new record is added in Airtable, you could set it to create an invoice and also update the customer information simultaneously within Pennylane.
Is it possible to filter records before they are sent from Airtable to Pennylane?
Yes, our platform allows you to set up filters so only specific records that meet certain criteria are sent from Airtable to Pennylane. This ensures that only relevant data is processed for further actions such as invoicing or transaction logging.
How are errors handled during the automation process between these integrations?
We provide detailed error handling mechanisms and notifications if something goes wrong during the automation process. In most cases, if there’s an issue with either triggering or executing an action due to data mismatches or connectivity problems, we help identify and address them promptly.
About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
